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Steve Brindle: How To Protect Your Valuation Through Due Diligence
Manage episode 515896784 series 3655270
เนื้อหาจัดทำโดย By Design Advisors เนื้อหาพอดแคสต์ทั้งหมด รวมถึงตอน กราฟิก และคำอธิบายพอดแคสต์ได้รับการอัปโหลดและจัดหาให้โดยตรงจาก By Design Advisors หรือพันธมิตรแพลตฟอร์มพอดแคสต์ของพวกเขา หากคุณเชื่อว่ามีบุคคลอื่นใช้งานที่มีลิขสิทธิ์ของคุณโดยไม่ได้รับอนุญาต คุณสามารถปฏิบัติตามขั้นตอนที่แสดงไว้ที่นี่ https://th.player.fm/legal
If you think due diligence is just paperwork, wait until the 16 tabs hit your inbox.
In this episode, Steve Brindle (Advoco co-founder) explains how he led the financial excellence and due diligence that took the team from LOI to close in their acquisition—what buyers really check, why simple books beat “lipstick on a pig,” and when to say no without tanking the deal.
You’ll hear how multiple groups (finance, legal, HR, comp) ask for overlapping info in different formats, why consistency is better than spikes in your numbers, when to use accrual vs. cash reporting, and the surprising “wine clause” they had to negotiate out of the final contract. Plus: Why Advoco ran company-wide goals (not project P&Ls) to avoid silos—and how that still passed buyer scrutiny.
Book A Call: https://www.bydesignadvisors.com/contact-us
Learn More About Exit Strategy & Leadership – https://www.bydesignadvisors.com
Finding Significance by Marty Osborne – https://www.amazon.com/dp/B0DTQD79BH/
Take the DISC Assessment – https://profiles.innermetrix.com/VO/b2a2eb33/en
Website: https://www.bydesignadvisors.com/
Dale's LinkedIn: https://www.linkedin.com/dalethrush
Marty's LinkedIn: https://www.linkedin.com/marty-osborn-78ba9b5
Tom's LinkedIn: https://www.linkedin.com/thomasrjohnson
39 ตอน
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