Publicity is not proof of experience
Advisors can explain the situations they have handled, the role they performed, and the outcomes achieved without naming clients or exposing sensitive facts.
Anonymity can add credibility
Thoughtful generalization signals that an advisor understands the owner’s concern for employees, customers, suppliers, and family.
Confidentiality requires judgment
The appropriate level of disclosure changes across marketing, buyer outreach, diligence, negotiation, and closing. Protecting the client requires active decisions at each stage.
Questions for Owners
Questions worth considering
- Could the facts identify the company indirectly?
- Who benefits from public disclosure?
- Does each recipient need the information being requested?