Diamond Consultants

SEPTEMBER 20, 2022

When the thought of making a move “gets real,” there’s another level of due diligence that advisors should embark upon. Most advisors consider the process of due diligence to be a disruptive and cumbersome ritual of “meet and greet.” So, what’s “strategic due diligence”? So, what are you to do?

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Sara Grillo

AUGUST 25, 2023

I wrote a bunch of consumer advocacy blogs here to protect people from all the BS. Please conduct your own due diligence and come to your own decision. Clients are given full access to our entire offering (investments, retirement, college, insurance, tax, estate, etc.) pretty much everything, that goes into this.

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Diamond Consultants

NOVEMBER 1, 2022

While this is an important step in any due diligence process, evaluating another firm and envisioning what makes an opportunity ideal requires more than checking a series of boxes. Advisors sometimes surprise themselves with the outcome of their due diligence. Consider these 5 key areas to serve as your guide….

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SuperAngel.Fund

JANUARY 19, 2024

For founders too, when possible, many also prefer to raise from their existing investor base so as to maintain consistency and optimize for speed in due diligence and closing. Blog Updates During the quarter we featured four of our portfolio companies in the ‘ Founder Friday’ newsletter series.

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Diamond Consultants

MAY 24, 2022

So, it’s critical that the due diligence process provides the answer with clear and meaningful client benefits identified along the way. So, keeping the idea of “what’s in it for my clients” top-of-mind when performing due diligence will ensure that you really understand how a new firm could move the needle for all.

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Sara Grillo

MAY 16, 2022

For those of you new to my blog, my name is Sara G. I periodically blog about financial products and services so that consumers can avoid being taken advantage of by the financial services industry. Please conduct your own due diligence and come to your own decision. See you in the next blog!

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Mr. Money Mustache

JANUARY 29, 2021

The problem: I didn’t have anywhere near $400,000 sitting in my checking account, and I did not want to sell a bunch of shares and trigger capital gains taxes (which in my case would be at least $60,000), just for this short term project. This avoids triggering unnecessary capital gains taxes. No delays, and no taxes.

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