I’ve done both buying and selling. Here are some thoughts, most of which will probably jive with what others have said:
- Have a conversation up front with the owner or the trainer AFTER having viewed photos and video. The outcome of this conversation will help you decide whether it is worth a visit or not. Particularly important when you have to travel a distance to see the horse. Viewing the photos/video first may help you come up with questions about the horse once you see it’s behavior, way of going, etc. I would plan to ask a couple of very focused questions about the horse first, then give the owner/trainer more information about yourself and see how they respond.
In the beginning I would start with a few targeted questions to hit the most important points (whatever they may be). Some people have multiple pages of questions they send via email which can get annoying.
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If you decide to pay a visit, try to set it up in such a way that you can try the horse under different circumstances if that is important to you. When I bought my current horse, I set the appointment up so that there was time to do both ring work and then to do a trail ride with a group of people at the barn. It gave me a chance to see how the horse was solo and in groups in addition to how she handled herself in and out of the ring. If the horse is located at a place that is near trails and you would like to see how the horse is on trails, then try to incorporate that on the first visit. As a seller, I’d much rather have a longer first visit than multple visits that are shorter.
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A follow-up within a few days after the initial phone call or visit would be appreciated. Whether you plan to pursue the matter further or not, it’s just nice to know so no one is left hanging.
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If you would like to pursue the horse, it would be nice to schedule a 2nd visit or the actual PPE itself within a reasonable time period. A week or two, particularly for local sales is good. More than a couple of weeks and it can make sellers antsy.
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PPE’s: I have friends who are vets who never did PPE’s because of how emotional these ended up being for both the buyer and seller. When you do a PPE, plan to discuss the results privately with the vet that you hire. Don’t discuss the results with the seller. It’s fine if you have to wait until you are off the property to have that discussion. The situation can get emotional if you were basically planning to buy the horse but then decline after reviewing the PPE results with the vet.
If you do decide to share the results with the seller, I would only do so via a phone call. That way you have more control over the discussion and how it proceeds. I only had a horse vetted that I absolutely loved and that would have been an awesome horse to event. However, the PPE results came back with some findings that I decided I could not live with. The seller asked why I wasn’t pursuing the horse. In retrospect, I should have kept it simple but since the seller seemed very nice and genuine I decided to tell them what the vet said. Well, the sellers husband was there and proceeded to yell and scream at me for the decision I made and fro what the vet said. It was a bit ugly. In retrospect I should have done this via a phone call.
If you vet and the horse doesn’t pass and say the seller wants the X-Rays, then it’s fine to give it to them, but I’d only provide it if they agree to share a portion of the expenses.