VP, Human Resources Empowered Ventures MOORESVILLE, IN
Are you curious about growing through acquisition, yet the due diligence portion of that process is new territory for you? Or have you completed one or two acquisitions with or without the help of a buyside advisor, and realized that there may have been either some gaps in your diligence process and/or the expense of working with the advisor makes you think twice about taking that route again? While we don't presume to be the experts in every acquisition scenario, we have learned a lot through our acquisitive ESOP holding company model. We want to share with you our timeline overview of the diligence process, a snapshot of our diligence playbook, key approaches we've taken for each area of diligence, and how to manage disparate service providers throughout the process. Most important, we want to facilitate a discussion among participants, springboarding off our experience. Come listen in on "Diligence 101," participate in our Q&A, and let's demystify this process for you! NCEO Webinar Replay: Acquiston Strategies for ESOP Companies
Learning Objectives:
Understand the elements of a due diligence process — the timeline, the playbook, some key approaches to each area, and managing service providers.
Know the capabilities needed to execute a diligence process without buyside representation.
Evaluate and select service providers that fit best with their objectives and requirements.
