Diamond Consultants

FEBRUARY 8, 2023

Tips, tricks, and best practices to eliminate the angst experienced by many advisors who embark on the journey of exploration. Strategic due diligence. And in the case of due diligence, it’s a process that gets your business where you want it to be. Why is the due diligence process so important?

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Due Diligence Best Practices Legal Prospects 59

Diamond Consultants

JUNE 21, 2022

Advisors often wonder if there’s a right time to embark upon the due diligence process. If the gap is big enough and important enough to justify the hassle of a move, then it makes sense to begin due diligence. Best practices to consider. But it doesn’t have to be that way. What’s in it for them ?

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Due Diligence Education Best Practices Legal 52

Diamond Consultants

JANUARY 17, 2023

For those who fall into this category, the notion of affiliating with an Office of Supervisory Jurisdiction (referred to as an OSJ) is likely to come up during due diligence. Yet, plenty of advisors want an even greater level of support—not to mention a sense of community.

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