“We’re Comfortable” Is Often a Substitute for Real Mitigation

In forced deals, you’ll hear a lot of soft language:

  • “We’re comfortable.”
  • “We understand the risks.”
  • “The buyer has a plan.”
  • “It should work.”

Comfort is not mitigation.

Mitigation is specific:

  • What risk are we taking?
  • What is the plan?
  • What will it cost?
  • How long will it take?
  • What happens if the plan fails?

Forced deals tend to avoid specificity because specificity invites the one thing momentum can’t tolerate:

Hard questions.

When discipline dies, vague confidence takes its place.

That’s where value gets destroyed—slowly, quietly, and predictably.