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

Axial

JULY 13, 2023

During this time, buyers conduct a full due diligence process, while continuing to have meetings with the company’s management team to better understand the business. Normally, an LOI comes after one to three meetings with a prospective buyer. The LOI is an important milestone in the successful sale of a company.

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Due Diligence Bidding Prospects Best Practices 52

Axial

OCTOBER 24, 2023

Whether it’s ensuring that a strong management team is in place, the customer base is sufficiently diversified, or financial statements and accounting practices are in proper order, good advisors should be able to help with “diagnostics” to understand any issues prospective buyers may find. Can’t Get Enough Due Diligence?

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Due Diligence Fee Structure Legal Best Practices 52

Udu

MAY 24, 2023

Private equity valuation best practices provide guidance and critical insights on how firms weigh various factors to value a company and assess its potential growth. Conduct thorough due diligence Comprehensive due diligence is critical to obtaining accurate and reliable information about the target company.

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The Motley Fool

NOVEMBER 3, 2023

For those of you who are not familiar with our Presidents' Meeting, it is an annual event Main Street hosts for which we invite our lower middle-market portfolio company leaders to Austin for a two-day event to network and relationship-build, share best practices, learn from each other, and benefit from being part of Main Street's portfolio.

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Capital Securities and Exchange Commission (SEC) Asset Management Assets 100

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. Given that today’s OSJs often compete against RIA firms, it’s a way to make their offering more compelling to prospective advisors.

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Due Diligence Stakes Best Practices Leveraging 52

The Motley Fool

FEBRUARY 28, 2024

In just three months, DLA Piper applied C3 Generative AI to reduce the time it takes to create over 200-point due diligence analyses of limited partner agreements, and it reduced the effort by 80%. DLA Piper is using generative AI to significantly reduce the labor associated with limited partner agreement due diligence.

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Liabilities Due Diligence Professional Services Legal 130