What is an unsolicited offer?

October 20, 2022

There is a frequent question that Bundy Group receives from business owners today:

I keep getting phone calls from buyers, and I just received an unsolicited offer. What should I do? Is this a legitimate offer or am I leaving money on the table? Does it make more sense to try and sell on my own or hire someone to run a competitive process?

Business Owner

Clint Bundy and Stewart Carlin, Managing Directors with Bundy Group, discuss these key questions as they unpack the nuances of unsolicited offers in this episode of the Bundy Group Insights series.

For more information on this topic, visit How should owners respond to unsolicited offers?

Webinar Details

The following chapter tags have been made available within the video player:

  1. What is an unsolicited offer?
  2. What is an Indication of Interest (IOI) vs. Letter of Intent (LOI)?
  3. What does the term "bait-and-switch" mean?
  4. What do you do with an unsolicited offer?
  5. What benefit does an investment banker provide?
  6. What are the pros and cons of an unsolicited offer?
  7. Should you pursue a competitive process?
  8. How many PEGs and family offices hire an investment banker?
  9. How can Bundy Group help?

About Bundy Group

Bundy Group is an industry-focused investment bank that specializes in representing business owners and management teams in business sales, acquisitions, and capital raises. The team of highly experienced investment bankers leverages extensive industry knowledge and experience to provide hands-on guidance to clients through every phase of the transaction. With over 250 closed deals over the past 33 years, Bundy Group’s primary goals are to provide high quality options and actionable insights and to deliver an optimal strategic fit at a premium value for our clients.

Bundy Group Securities, LLC, is a registered broker-dealer and member of FINRA and SIPC. Check the background of Bundy Group Securities, LLC at FINRA's BrokerCheck.

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