FIRST-CONVERSATION CHECKLIST
For owners of construction and building-services businesses

Published by: Black Tier Capital Ltd (company number 16418564)
Revised: 30 September 2026
Web version: https://blacktiercapital.com/preparing-for-a-buyer-discussion

PURPOSE
A private prompt sheet for your own use before a first conversation with
Black Tier Capital about a sale, a phased transition or investment. Nothing
here needs to be completed, sent or shared in advance. Keep your notes to
yourself; bring only what you are comfortable discussing.

BOUNDARIES
- A first conversation needs no documents. Answers in broad terms are enough.
- Company-sensitive information - accounts, management figures, client
  names, contract values, employee details and documents - is kept for a
  later, confidential stage, and only if both sides agree to go further and
  agree first how it is shared.
- This is general information, not legal, tax or financial advice. You are
  encouraged to take independent advice at any point.
- Nothing here is an offer, a valuation or a promise of any outcome.


1. THE BUSINESS, SECTOR AND LOCATION
[ ] What does the business do, and which part of construction or building
    services is it in?
[ ] Roughly where does it work - which towns, boroughs or counties?
[ ] How long has it been trading, and roughly how many people work in it?
[ ] How does work usually arrive - repeat clients, frameworks, tenders or
    referrals? (Types of client only; no names.)
[ ] If you are comfortable sharing one, a broad sense of scale, such as a
    turnover band. It is fine to leave this until later.

2. YOUR AIMS AND TIMING
[ ] What would you like to happen - a full sale, a phased transition,
    investment to grow, or are you still exploring?
[ ] Is there a timeframe in mind, or something driving the timing?
[ ] What role, if any, would you like after a change, and for how long?
[ ] Apart from the terms themselves, what matters most to you - the team,
    clients, the name, the way the business works?

3. DEPENDENCY AND CONTINUITY
[ ] Which client relationships, approvals or decisions currently depend on
    you personally?
[ ] Who else carries day-to-day responsibility - for example estimating,
    site management or accounts? (Roles only; no names needed.)
[ ] What would clients and the team need to hear, and when, for a change to
    go smoothly?
[ ] Is there anything that could affect timing - for example a major
    contract ending or a key person planning to retire?

4. YOUR QUESTIONS FOR US
[ ] What do you want to know about Black Tier Capital, how it works, and
    what happens after an investment or acquisition?
[ ] What would you need to see or hear to decide whether to continue?


KEEP FOR AN AGREED CONFIDENTIAL STAGE
- Accounts, management figures, margins, borrowing and tax information
- Client names, contract values, order book detail and correspondence
- Employee names, pay and employment contracts
- Any documents at all

NEXT STEP
When you are ready, a short private enquiry is enough to start:
https://blacktiercapital.com/contact
The enquiry form needs only your name, email address and a short
description. It does not accept file attachments.