Morgan & Westfield - Deal Talk

So you are talking with several interested buyers and a few of them asked you for tax returns, bank statements and some other sensitive information. What should you do? How should you handle this situation? Should you show these documents without having an offer in hand? Before receiving an offer, you should be cautious with what you show to buyers. Certainly be helpful and engage with the buyers but do not give them everything they ask for. At some point, you should politely and tactfully ask them to present you with an offer. In this podcast, we guide you in handling situations about releasing confidential information requested by a buyer.