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Core Skills

Deal Strategy & Qualification

Strategy is choosing where to compete, on what terms, and — crucially — when to walk away.

Most sellers conflate activity with progress. Deal strategy is the act stepping back and asking: given everything we know about this opportunity, what is the highest-leverage next move?

The qualification stance

is continuous. Re-qualify after every stage. The bravest qualification act is *late* disqualification — walking away from a deal that no longer meets the bar. This protects credibility and frees capacity for winnable deals.

Five strategic questions

  1. Why buy at all? Is there a genuine , or are we competing with ?
  2. Why now? What changes if they wait six months?
  3. Why us? What makes us uniquely suited to this buyer's situation?
  4. Who decides? Have we met the or have a credible path to them?
  5. What could kill it? What are the top three risks and what is each mitigation?

Choosing your strategy

  • Frontal: when you are the leader and the criteria favor you
  • Flanking: when you are not the favorite — change the criteria
  • Fragment: split the deal so you win a beachhead, then expand
  • Defensive: when you are the strengthen your moat, raise switching costs
  • Develop: walk away now, return when conditions change

The deal review

A useful internal is uncomfortable. Senior leaders should pressure-test , demand evidence strength, and ask 'what would have to be true for this to slip?' Theatre reviews where everyone agrees are worthless.

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