{"id":5955,"date":"2026-08-24T10:05:31","date_gmt":"2026-08-24T14:05:31","guid":{"rendered":"https:\/\/www.lindabury.com\/firm\/?p=5955"},"modified":"2026-08-24T10:05:31","modified_gmt":"2026-08-24T14:05:31","slug":"the-first-call-with-private-equity-how-a-business-owner-should-prepare","status":"publish","type":"post","link":"https:\/\/www.lindabury.com\/firm\/insights\/the-first-call-with-private-equity-how-a-business-owner-should-prepare.html","title":{"rendered":"The First Call with Private Equity: How a Business Owner Should Prepare"},"content":{"rendered":"<p>For a business owner who has never dealt with private equity, the first call with a PE firm can feel more significant than it usually is. In most cases, it is not a negotiation and it is certainly not a due diligence exercise. The first call is typically an exploratory conversation, generally lasting 30 minutes to an hour and usually conducted virtually. That does not mean it is unimportant. The first call often determines whether there will be a second one.<\/p>\n<p>During the first call the PE firm is trying to decide whether your company fits its investment strategy and whether the owner is someone it wants to spend more time with. The owner should approach the conversation in much the same way. This is an opportunity to learn who is on the other side of the table and whether further discussions make sense.<\/p>\n<p><strong>Understand the Purpose of the Call<\/strong><\/p>\n<div class=\"read_more_link\"><a href=\"https:\/\/www.lindabury.com\/firm\/insights\/the-first-call-with-private-equity-how-a-business-owner-should-prepare.html\"  title=\"Continue Reading The First Call with Private Equity: How a Business Owner Should Prepare\" class=\"more-link\">Continue Reading \u203a<\/a><\/div>\n","protected":false},"excerpt":{"rendered":"<p>For a business owner who has never dealt with private equity, the first call with a PE firm can feel more significant than it usually is. In most cases, it is not a negotiation and it is certainly not a due diligence exercise. The first call is typically an exploratory conversation, generally lasting 30 minutes [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[245,402,65,337],"tags":[],"coauthors":[338],"class_list":["post-5955","post","type-post","status-publish","format-standard","hentry","category-corporate-ma-insights","category-health-care-insights","category-insights","category-timoni"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>The First Call with Private Equity: How a Business Owner Should Prepare &#8212; August 24, 2026 &#8212; Lindabury, McCormick, Estabrook &amp; Cooper, P.C. Firm News &amp; Events<\/title>\n<meta name=\"description\" content=\"For a business owner who has never dealt with private equity, the first call with a PE firm can feel more significant than it usually is. In most cases,\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.lindabury.com\/firm\/insights\/the-first-call-with-private-equity-how-a-business-owner-should-prepare.html\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The First Call with Private Equity: How a Business Owner Should Prepare &#8212; August 24, 2026 &#8212; Lindabury, McCormick, Estabrook &amp; Cooper, P.C. 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