Our wealth management division is preparing for a sale — no new commitments until close.

"When is the expected close date, and does the buyer have an approved technology stack? This matters for what we can promise post-close."

"Post-close is actually the best time to deploy — a buyer is going to look at your advisor productivity, close rates, and training infrastructure. Having this tool in place before the sale strengthens your multiple."

"Let's hold this until 30 days post-close, but let me send you the commercial terms now. If the buyer has a different tool stack post-close, we have a buyout clause. If they don't, you're ahead. No downside."