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SalesCodie Sanchez

Motivated Seller Screen

Target owners already predisposed to make a transition

Difficulty
Easy
Time to result
~weeks to results
Steps
6
Confidence
98%

The Motivated Seller Screen separates persuading from finding. Instead of trying to convince an excited, growing founder to exit, look for an owner whose life and business are already aligned with a transition. Sanchez's archetype is over fifty, has operated the company for at least five years, sees only modest annual growth, works in a commoditized field, and lacks a major expansion plan. Motivation often becomes acute around the five Ds she cites: death, divorce, disease, unhappiness, and disaster. These are conversation signals, not permission to exploit vulnerability. Confirm the owner's objectives and timing, then structure a fair transition. Seller motivation improves deal feasibility, but the buyer must still verify economics, operations, and price independently.

Origin

Sanchez contrasts young, enthusiastic founders with mature owners of steady businesses and uses the five Ds to identify likely transition moments.

Core principles

  • 01Find readiness instead of manufacturing it
  • 02Mature, slow-growth businesses are more likely succession candidates
  • 03Owner circumstances often drive timing
  • 04A motivated seller still requires full business due diligence

How to run it

  1. 1

    Define the likely archetype

    Focus sourcing on mature owners of established, modest-growth businesses rather than exciting young founders.

    Pro tip Commoditized local services often fit the pattern.

  2. 2

    Check ownership tenure

    Look for at least five years in the business and signs that the owner has carried substantial operating responsibility.

    Watch out Age alone does not indicate a desire to sell.

  3. 3

    Assess growth appetite

    Determine whether the owner still has an ambitious expansion plan or is maintaining the company without pursuing major growth.

  4. 4

    Listen for transition events

    Ask open questions about future plans and listen for the five Ds or another genuine reason for change.

    Pro tip Let the seller describe the motivation rather than assigning one to them.

    Watch out Do not exploit distress or manufacture urgency.

  5. 5

    Confirm readiness

    Verify that the owner is willing to discuss timing, price, handover, and an appropriate role after the sale.

    Watch out Interest in a conversation is not agreement to a transaction.

  6. 6

    Underwrite separately

    Evaluate the company's quality and economics without treating seller motivation as evidence of value.

    Watch out A highly motivated seller can still own a bad business.

In the wild

A roofer approaches a succession point

A roofing-company owner in his sixties has run the company for twenty years, works long hours, and has no child who wants to take over. A buyer opens a succession conversation, learns that the owner wants a gradual retirement, and proposes a transition rather than trying to create urgency.

The discussion begins from an existing owner need and can move toward mutually useful terms.

Common mistakes

Selling the owner on selling

Trying to create a desire to exit wastes effort and encourages pressure instead of qualification.

Mistaking motivation for value

A seller's urgency does not validate the company's earnings, assets, or asking price.

Is it for you?

Best for

Acquisition entrepreneurs sourcing established small businesses directly from owners.

Not ideal for

Buyers who use personal hardship to pressure sellers or assume motivation makes a weak business attractive.

From the transcript

You only find people who are already predisposed to want what you're selling. You find people who are ready to sell. You don't

Codie Sanchez · (41:30)

They've run the business for five years or more. The business has very marginal growth, three to 5% growth a year

Codie Sanchez · (42:30)

death, divorce, disease, uh unhappiness

Codie Sanchez · (43:00)

From the episode

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