Pre settlement to do's

searcher profile

November 26, 2024

by a searcher from Johns Hopkins University in Melbourne VIC, Australia

I'm in process to close on an acquisition and keen to hear from others what your comprehensive 'to do list' is in preparation of taking ownership of your new business, and how you advise going about it efficiently.

Thank you in advance!

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Reply by a professional
from Stanford University in Chicago, IL, USA
Hi Jason, Similar to Financial Due Diligence (QoE) and Legal Due Diligence, Customer Due Diligence is required before an acquisition to mitigate risk. Investor prefer searchers retain a third-party to conduct all three types of Diligence to mitigate risk. My firm, WHIZDOM Inc., specializes in conducting Customer Due Diligence. One search investor told me WHIZDOM is the only firm he's heard of that does Customer Due Diligence. WHIZDOM has conducted Customer Due Diligence for several searchers. Investors and searchers both say that WHIZDOM reports that include interview findings, key insights and actionable recommendations are roadmaps for post-acquisition. I can be reached at###-###-#### or redacted
commentor profile
Reply by a professional
from Stanford University in Chicago, IL, USA
Before your acquisition, to mitigate risk, you need to conduct financial due diligence, legal due diligence and customer due diligence. My firm, WHIZDOM, specializes in conducting customer due diligence. We are an objective and independent third party who can get the customer contact information sooner. We have the skillset expertise from 20+ years of interviewing senior level executives. Feel free to contact me at###-###-#### or set up meeting using https://calendly.com/ivy-millman/phone-meeting
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