people:
searchers
investors
intermediaries
lenders
lawyers
accountants
consultants
insurance
tasks:
getting started
see job postings
share your PPM
see my deals
read interviews
browse posts:
accounting and legal
getting started
north america
europe
deal sourcing
getting funded
industry news
bestof
traditional
australia
women in search
interview
acquisitions
deal making
case studies
networking
latin america
operating
africa
tip for the week
corona
asia
single sponsor
self funded

11/22/2020
Redacted Redacted
searcher University of Pennsylvania - Philadelphia Shanghai Jiaotong University
searcher University of Pennsylvania - Philadelphia Shanghai Jiaotong University
1
like
97
views
13
comments
sign in to join the discussion
INSEAD Alumni Association (Poland): How to become an entrepreneur through acquisition
2021-04-13T16:00:00+00:00
Searchfunder Session: Operational Due Diligence for EtA Deals
2021-04-13T18:00:00+00:00
Why Invest in Search Funds?
2021-04-14T16:00:00+00:00
Legal Aspects of Entrepreneurship Through Acquisition (ETA) - Polsky Center for Entrepreneurship and Innovation
2021-04-14T17:00:00+00:00
Search Fund Playbook / LiveOak Bank Discussion
2021-04-14T18:00:00+00:00
Alternative Models for Launching Startups
2021-04-14T22:00:00+00:00
Novastone Capital Advisors EtA program Q&A
2021-04-15T07:00:00+00:00
Searchfunder MeetUp: DACH Searchers
2021-04-15T16:00:00+00:00
Searchfunder MeetUp: UK Searcher Brainstorm
2021-04-16T15:00:00+00:00
Search Fund Coalition: Leveraging Lender Experiences
2021-04-20T16:00:00+00:00
Searchfunder Session: Look, Listen, Let it Go - Lessons from a Failed Fundraise
2021-04-20T18:00:00+00:00
Searchfunder MeetUp: Self-Funded Searchers
2021-04-21T16:00:00+00:00
Searchfunder MeetUp: LatAm Searchers
2021-04-21T17:30:00+00:00
Diversity & Inclusion in Private Equity, ETA, and Beyond: A Conversation with Kim Vender Moffat
2021-04-22T17:00:00+00:00
Best Practices When Dealing with Bankers
2021-04-22T18:00:00+00:00
5 Most Common Deal Negotiation Mistakes
2021-04-23T16:00:00+00:00
Searchfunder Searcher Success Story: The Ongoing Dividends of Stubborn Persistence
2021-04-27T18:00:00+00:00
Searchfunder Session: Managing the Ups & Downs of Search
2021-04-28T18:00:00+00:00
Search Fund Panel with the Women's Search Network
2021-04-29T00:00:00+00:00
Searchfunder MeetUp: DACH Searcher MeetUp
2021-04-29T16:00:00+00:00
Searchfunder Session: Twists & Turns of Learning to Do Deals
2021-04-29T18:00:00+00:00
Searchfunder's Women of Color in Search MeetUp: special guest Kenna Craver
2021-04-29T20:00:00+00:00
Searchfunder MeetUp: UK Searcher Bi-Weekly Brainstorm
2021-04-30T15:00:00+00:00
First thing I did was figure out my comfort level. I was comfortable going to sellers and following local guidelines. Everyone wearing mask etc.
Second thing I always do is ask the seller their comfort level. If they are ok with a compliant meeting we move forward with the meeting.
This is anecdotal, but owners of manufacturing companies have been very open to meeting. In one case they requested I take off my mask and I politely declined, given rule 1 from above.
I have had a few owners that are not comfortable meeting in person and I have avoided zoom calls as the first few I did were not beneficial for either party. I keep in touch via semi-regular calls and will hopefully meet in person in the near future.
Most folks in my geo and their demo still respect face to face meetings, firm handshakes, and the ability to show off their facilities. But this also communicates the willingness to flex to zoom if they have any concerns. Split is about[redacted]face to face vs zoom. Roughly half of the face to face folks would probably not taken the meeting if I insisted on zoom. Probably all dependent on industry, geo, and demo.