Webinar: IOI & LOI: Nuances of Staging Financial Due Diligence

The transition from an Indication of Interest (IOI) to a Letter of Intent (LOI) is one of the most critical phases of an acquisition. How financial due diligence is staged during this window can directly affect deal speed, credibility, and outcomes. This session explores the nuances of staging financial due diligence across the IOI and LOI phases, helping buyers balance moving quickly with validating key assumptions before committing to exclusivity. Register: https://us06web.zoom.us/webinar/register/###-###-#### /WN_EvDAsP44RZCOVcIKoBz3Zg March 9, ###-###-#### :30 PM Eastern Time (US and Canada) We’ll break down what level of diligence is appropriate at each stage, how to avoid over-investing too early, and how early financial insights can be used to shape pricing, structure, and LOI terms without slowing momentum or eroding seller trust. What We’ll Cover • Key differences between diligence at the IOI vs LOI stage • Financial risks to identify before submitting an IOI • How to validate earnings and cash flow prior to exclusivity • Common staging mistakes that delay or derail deals • How early diligence informs pricing, structure, and LOI protections • Managing seller expectations while maintaining momentum • Best practices for setting up post-LOI diligence for success This Session is a part of the 2025 Business Acquisition Webinar Series. Hosted by Patrick of O'Connell Advisory Group Connect with Patrick O'Connell: https://www.linkedin.com/in/patrick-o-connell-3b235177/ About O'Connell Advisory Group: https://oconnelladvisorygroup.com/