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Steve Brindle: How To Protect Your Valuation Through Due Diligence
Manage episode 515896784 series 3655270
By Design Advisors에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 By Design Advisors 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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
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