Introducing The Funnel for Founders
from Insights by Candor Advisors Hosted by Mike Simpson
The Planning Phase As founders move down the funnel, they shift from curiosity to preparation. This is where strategic thinking begins—planning financial readiness, identifying potential buyers, improving operations, and organizing key documents. It’s about turning general interest into a concrete plan. The Execution Phase At the bottom of The Funnel is the moment of action: hiring advisors, budgeting for transaction costs, and officially going to market. This phase transforms preparation into execution and ultimately leads to the sale of the business. Why The Funnel Works The beauty of The Funnel is its clarity. Each phase helps founders focus on the right priorities at the right time. By breaking the process into smaller, manageable steps, it reduces confusion, minimizes risk, and helps founders make smarter, better-timed decisions.
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What this episode covers
Most founders don’t speak the same language as investment bankers—and that’s where confusion starts. The M&A process can seem complex, but it doesn’t have to be.
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