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Inside Agent

The Financial Statement As a Tool

George Hermann's avatar
George Hermann
Aug 05, 2026
∙ Paid

Your first meeting with a new buyer is the place you establish your professional credibility and begin building a relationship. So, use all the tools you have. Meet in your conference room and center the discussion on their financial position.

Explain why you’d like to look at their financial statement together. Let your client know that understanding th…

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