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% will ...

Customer due diligence is a standard item on the check list of things to do prior to closing a deal. Unfortunately, many customer due diligence programs are just cursory reference checks with little to no added value. It might be rapid and cost effective, but it's a missed opportunity to engage with customers and ...