The Motley Fool

SEPTEMBER 17, 2024

But this overconfidence can lead to poor due diligence -- not doing enough research and homework on the investment. Women should prioritize financial education and confidence early in their investing careers." Studies show that women do more homework before investing."

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Due Diligence Investing Investment Horizon Education 130

Axial

DECEMBER 19, 2023

Click here to subscribe to Exit-Ready – the Axial newsletter that distills the best content, tips, and guides designed to educate exit-minded business owners running $5-$100M businesses. If an issue surfaces, the seller can take time to correct the problem before going to market, or at least disclose it during due diligence.

Due Diligence 98

Due Diligence Best Practices Education Investment Banking 98

Private Equity Wire

SEPTEMBER 28, 2023

It’s not a deal breaker, but it did mean we had to change our processes, spend more legal time and resources, and educate investors all over again about what the changes meant,” says Emilie Huyghues Despointes, ESG Officer at MV Credit. Smaller organisations are feeling the impact.

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Due Diligence Legal Education Assets 98

Diamond Consultants

JUNE 21, 2022

The truth is that taking the time to get educated about the opportunities available is a smart business decision—regardless of whether you want or are ready to make a move. Advisors often wonder if there’s a right time to embark upon the due diligence process. But it doesn’t have to be that way. Best practices to consider.

Due Diligence 52

Due Diligence Education Best Practices Legal 52

Walkner Condon Financial Advisors

SEPTEMBER 2, 2022

A qualified disability expense is a broad definition that includes things like housing, food, transportation, education, assistive technology, personal support services, healthcare expenses, and financial and administrative services. What are considered qualified expenses for ABLE accounts? Who is eligible for an ABLE account?

Accounting 98

Accounting Due Diligence Mutual Funds Taxes 98

Axial

JANUARY 18, 2024

Click here to subscribe to Exit Ready – the Axial newsletter that distills the best content, tips, and guides designed to educate exit-minded business owners running $5-$100M businesses. Prepare for due diligence. Be ready for due diligence, which means organizing your financials as much as your legal documents.

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Due Diligence Private Equity Firms Private Equity Firms Education 64

Diamond Consultants

MARCH 28, 2025

Conducting due diligence on the acquiring firms offerings, platform, and retention package is critical.You might be surprised to find that the grass is actually greener with the new broker dealer if it provides the additional resources needed to take your business to the next level. Get educated on the industry landscape.

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Due Diligence Education Investing 52

Sara Grillo

APRIL 19, 2024

Please conduct your own due diligence and come to your own decision. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. There are many advisors who work with clients this way. It is called advice-only planning.

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Due Diligence Legal Accounting Education 97

Diamond Consultants

AUGUST 13, 2024

No doubt, the process of conducting due diligence can be a lonely one, so you might reason that it’s better to have someone to share the effort with. If you plan to conduct due diligence with a friend, you must be honest with yourself. You operate better as an individual.

Due Diligence 52

Due Diligence Education Capital 52

Steve Sanduski

DECEMBER 5, 2022

That’s what Shannon and her 30-person team are tasked with managing, from due diligence on individual investment products to the tech platforms that advisors use. That expertise can also help educate advisors and their teams about new products and clear some likely hurdles with compliance and due diligence.

Due Diligence 52

Due Diligence High Net Worth Individuals Investing Education 52

Axial

FEBRUARY 15, 2024

Ensure financials are GAAP-compliant and ready for scrutiny; if they aren't, have a Quality of Earnings done pre-marketing process and be ready for due diligence. - Mark Mroczkowski , Chapman Associates Adjustments to sellers' understanding of the deal agreed upon due to language in Purchase Agreements. -

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Due Diligence Education Investment Banking Investment Banks 64

Hedgestone

JULY 10, 2023

They also assist with due diligence and provide guidance to both buyers and sellers throughout the transaction process. Requirements to Become a Business Broker in California In California, there are no specific educational or certification requirements to become a business broker.

Due Diligence 52

Due Diligence Education Finance Financing 52

Sara Grillo

DECEMBER 11, 2023

Please conduct your own due diligence and come to your own decision. The wealth management services he provides and how he keeps the cost of service low Investor confusion about low fees and how he helps keep the message clear and educates them, which he calls, “deprogramming”).

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Consultants Consulting Due Diligence Education 59

Hedgestone

JUNE 9, 2023

They have over 150 combined years of business sales experience and specialize in representing buyers and assisting with every aspect of the purchasing process, from due diligence to negotiating the best deal. Requirements for Obtaining a Business Broker License The requirements for obtaining a business broker license vary by state.

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Due Diligence Education Accounting 52

Fortune Financial

MAY 4, 2023

Educational & Learning Opportunities In STEM Fields: 3D printing provides an engaging and hands-on approach to learning. Yet, it’s important to do due diligence and carefully research each investment opportunity before making any decisions. Scan the QR code below to connect with us.

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Due Diligence Investing Crowdfunding Startups 52

Diamond Consultants

JUNE 23, 2022

Get educated on the landscape. After your own due diligence, you may find that the new BD is actually the right one for you. Start the process of fully vetting the acquiring firm’s offerings, platform, and retention package. Things have changed a lot, even in just the past year.

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Due Diligence Education Financial Services Assets 52

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. That is the case with follow ons. Over time you will learn and experience so much as there is a very steep learning curve.

Startups 69

Startups Due Diligence Angel Investors Deal Flow 69

Private Equity Wire

JULY 10, 2023

The foundation’s commitment to education focuses on recruiting HBCU students, first generation college students and students of underserved backgrounds. Our team works with reputable third party experts in pre-acquisition due diligence and through our ownership to identify potential cost and energy saving opportunities.

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Due Diligence Best Practices Leveraging Education 52

The Motley Fool

MAY 3, 2024

Our education portfolio comprises 70 properties with eight operators. Our education portfolio continues to perform well with year-over-year increases across the portfolio through Q4 of 6% in revenue and 13% in EBITDARM. And at the end of the quarter, excluding the properties we intend to sell was 99% leased. Good morning, everyone.

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Capital Banks Education Debt 130

Axial

SEPTEMBER 17, 2024

I always say to my clients, "Every sentence can be negotiated in the purchase agreement." If you’re interested in receiving this newsletter, please complete the form below. The post Maximizing Your Business Sale: The Overlooked Value of an M&A Advisor appeared first on Axial.

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Due Diligence Education Capital Taxes 59

Indigo Marketing Agency

FEBRUARY 6, 2020

In addition to being a Certified Financial Planner (CFP ® ) practitioner, his educational background includes an undergraduate degree in Investments and an MBA in International Finance from the University of North Texas in Denton. Each member of my team did their own due diligence and gave a thumbs-up to moving forward with Indigo as well.

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Due Diligence Education Consultants Consulting 52

Sara Grillo

JANUARY 8, 2024

Please conduct your own due diligence and come to your own decision. By the way, if you happen to be a small investor looking for financial advice, I have a list of advisors who are open to serving such clients. But before you read it, please understand that this is not an endorsement of any particular company or person.

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Accounting Consultants Consulting Due Diligence 64

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Fortune Financial evaluates various due diligence areas such as the track record, reputation and fees associated with these platforms to make an informed decision.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Fortune Financial

AUGUST 7, 2023

These investments require thorough due diligence, careful selection of companies or projects and a deep understanding of the industry and market dynamics. Fortune Financial evaluates various due diligence areas such as the track record, reputation and fees associated with these platforms to make an informed decision.

Hedge Funds 52

Hedge Funds Due Diligence Portfolios Leveraged Buyouts 52

Insight Partners

MAY 22, 2024

Offer cross-cultural training programs, resources and continuous education to promote understanding and collaboration. When an organization experiences M&A (mergers & acquisitions) activity Conduct culture due diligence.

Companies 52

Companies Due Diligence Mergers and Acquisitions Education 52

Axial

FEBRUARY 22, 2024

Ensuring these parties have access to the confidential information is critical for due diligence and analysis. Subscribe to Exit Ready Exit Ready is the Axial newsletter that distills the best content, tips, and guides designed to educate exit-minded business owners running $5-$100M businesses.

Legal 52

Legal Due Diligence Education Financing 52

Sara Grillo

MAY 24, 2024

Please conduct your own due diligence and come to your own decision. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. If you have questions about anyone on this list, let me know. Also, please understand that this is not an endorsement of any particular company.

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Due Diligence Education Consultants Consulting 52

Trivest Partners

JANUARY 16, 2024

Due to increased life expectancy; the Baby Boomer generation reaching retirement age; and historically, high disposable income, the aging market is ripe with investment opportunity. This eliminates much of the pressure associated with a typical deal close since certain terms, conditions, and due diligence has already been completed.

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Due Diligence Investing Private Equity Firms Private Equity Firms 40

Diamond Consultants

DECEMBER 19, 2023

But more than that, there is power in conducting due diligence. Because the landscape continues to evolve rapidly and dramatically, there is a great onus on advisors to stay educated and informed about the latest and greatest.

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Due Diligence Education Consultants Consulting 52

The Motley Fool

AUGUST 3, 2023

These candidates are moving through our approval process very quickly, and we have over 50 other candidates that are in various stages of our due diligence pipeline. It helps deliver education and training. But per -- but current applicants represent over 1,500 potential agents and over $3 billion of potential production.

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Due Diligence Legal Debt Education 189

Axial

DECEMBER 16, 2024

Remember, your advisor is there to educate you throughout the process. Once satisfied with the CIM and your responses, theyll submit an IOI (Indication of Interest) before deciding whether to proceed with their due diligence. You may even find that your ideal buyer profile evolves as you explore these aspects with your advisor.

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Due Diligence Private Equity Firms Private Equity Firms Bidding 52

Sara Grillo

DECEMBER 22, 2023

Please conduct your own due diligence and come to your own decision. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. If you have questions about anyone on this list, let me know. Also, please understand that this is not an endorsement of any particular company.

Due Diligence 52

Due Diligence Consultants Consulting Legal 52

Sara Grillo

AUGUST 25, 2023

Please conduct your own due diligence and come to your own decision. The goal is to educate people so they can steer clear of the traps the financial services industry sets for them. I wrote a bunch of consumer advocacy blogs here to protect people from all the BS.

Accounting 52

Accounting Consultants Consulting Due Diligence 52

Axial

DECEMBER 23, 2024

For example, if you plan to exit your business in 10 years and need $15 million to support your family and lifestyle, this figure might include maintaining your current lifestyle, covering education costs, ensuring insurance coverage, and addressing estate planning needs like wills and testaments.

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Due Diligence Consultants Consulting Taxes 52

Pension Pulse

MAY 8, 2023

Scott Pelley: What did the educators at Walnut Middle School tell you? Blackstone told us "extensive pre-investment due diligence showed PSSI had industry-leading hiring compliance." But it seems, that diligence failed to find what was obvious to investigators watching a shift change in a parking lot.

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Due Diligence Education Pension Funds Mutual Funds 52

Zajac Group

JULY 8, 2024

As you do your due diligence on your equity compensation offer, here are four important details to focus on: Vesting : When will your equity stake go from unvested to vested? First and foremost, there is a wide variety of equity compensation, and each form might be governed by different rules and regulations.

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Taxes Legal Due Diligence Stakes 52

SuperAngel.Fund

MARCH 24, 2023

With AngelList as my partner I felt confident that I could tackle the core “value-add'' functions to become a successful investment manager: (1) fundraising, (2) sourcing winners and performing due diligence, and (3) supporting portfolio companies. We hit it off on the first call.

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Angel Investors Due Diligence Legal Startups 59