What Level of Financial Due Diligence Does My Deal Actually Need?

Independent sponsors often struggle with a critical question: How much financial analysis is enough? Many waste months over-analyzing straightforward deals while missing red flags on complex transactions. Aug 12, ###-###-#### :30 PM Eastern Time (US and Canada) Register: https://us06web.zoom.us/webinar/register/###-###-#### /WN_CasO7eFaRDaTUcohFLxP-Q This session provides a practical framework for right-sizing your financial due diligence based on deal complexity, risk factors, and transaction size. What You'll Learn: Decision tree for determining appropriate diligence scope When DIY analysis suffices vs. requiring third-party QofE Live examples comparing $2M, $5M, and $8M deal requirements Target Audience: Independent sponsors with active deals who need clarity on financial analysis requirements and third-party engagement decisions. 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: http://www.linkedin.com/comm/mynetwork/discovery-see-all?usecase=PEOPLE_FOLLOWS&followMember=patrick-o-connell-3b235177 About O'Connell Advisory Group: https://oconnelladvisorygroup.com/