Meeting with prospects/professionals during coronavirus (June 1, 2020)?

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June 01, 2020

by a searcher from Brigham Young University in Salt Lake City, UT, USA

Meeting face-to-face with advisors, brokers, prospective sellers, and other professionals is (usually) very important. It's June 1, and in my area (Mountain West) many people are "easing up" and willing or interested to meet for work purposes. What's the standard here? From a professional perspective, is it okay to meet face-to-face with people so long as they are comfortable with it? Wondering what the thoughts and experiences are of the community here. I am beginning a regional self-funded search and would like to start meeting with 5 to 8 people a week. Anyone else experiencing a similar dilemma?

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Reply by a searcher
from Stanford University in Salt Lake City, UT, USA
I'm also doing a self-funded search in the Mountain West and am experiencing a similar dilemma and am interested to hear what others have to say. My perspective is that my #1 priority when meeting with sellers is to make them comfortable with me and I can do that best when I meet in person. With other parties (e.g., brokers), I'm less motivated to take the time and effort to meet in person...a phone call is fine.

And this is a broad generalization, but I've found that the majority of baby boomer business owners in my region tend to be conservative and thus have a fairly laidback approach to Covid. The bigger issue right now is figuring out which "neutral" meeting spots are actually open vs just takeout. With soaring temps it just isn't practical to sit outside a coffee shop on a picnic table anymore!
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