With add-on acquisitions at an all-time high, companies are often challenged in executing an effective integration plan. There’s always much talk of synergies and cost-savings overlaps, but frequently, little factual basis for identifying the best of what to keep and what to toss. Financials provide a good line of sight…

In due diligence for earnings and legal issues, best practice dictates the use of a highly qualified, third-party assessment.  So, why not take the same path when it comes to validating the qualitative elements that support the earnings history?   More importantly, if you had the opportunity to provide an…

We’re often asked what’s the best approach to take if a potential acquisition has a lot of customer concentration? For starters, it’s important to evaluate the level of concentration.  Normally, the top 25% of a target’s customer list will account for 89% of its profits.  The second tier of 25%…