What to expect from a first conversation.
A first conversation should create clarity, not obligation.
A first conversation with Roster is meant to be simple: understand your business, your goals, and whether it makes sense to keep talking.
It is not a formal diligence process. It is a direct conversation about what you have built, what you are considering, and whether Roster could be a useful partner for the next chapter.
You will speak directly with Michael Boden, founder of Roster.
30 to 45 minutes.
Phone or video.
The conversation is informal but focused. We will want to understand the business, the situation, and what prompted the conversation.
You do not need to prepare materials ahead of time. If there is mutual interest, any detailed information can come later, under NDA.
A few areas we’ll explore together.
- The business
- What the company does, who it serves, how it has grown, and what makes it work.
- The team
- Who leads the business today, where the company has strong internal capability, and where additional support could help.
- Your goals
- Whether you are thinking about succession, growth, liquidity, a strategic partner, or simply trying to understand your options.
- The opportunity ahead
- Where better systems, automation, AI-enabled tools, operating focus, or growth infrastructure could help the business compete in the next era.
If there is mutual interest.
If there is mutual interest, the next step is typically a more detailed conversation under NDA. That may include learning more about the company, discussing your goals in greater detail, and beginning to explore what a partnership or acquisition could look like.
If it does not make sense to continue, that is fine too. A first conversation should create clarity, not obligation.
Read directly.
Handled confidentially.
Every inquiry is read directly and handled confidentially. No information moves further without your consent.
We understand that conversations about ownership, succession, growth, or partnership can be sensitive. If there are specific concerns around employees, customers, competitors, or timing, we will discuss those early and handle the conversation accordingly.