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This collection of checklists is designed to make your due diligence process as smooth and as effective as possible. They cover both the commercial due diligence process - in other words, how can you be sure you are buying the company you think you are? Are you sure it is as good as the seller says? How can you be certain unexpected costs and obligations will not suddenly appear once you are the owner and responsible for them? How best can you arm yourself for the negotiations? As well as the due diligence process itself - making sure you manage the risk aspects of any acquisition.
How can you be sure you are buying the company you think you are? Are you sure it is as good as the seller says? How can you be certain unexpected costs and obligations will not suddenly appear once you are the owner and responsible for them? How best can you arm yourself for the negotiations? Have you worked out precisely what you are going to do with it once it is yours? How do you set the priorities for change to recoup the premium you have paid for it? The answer to all these questions, and many more, lies with effective due diligence. Due diligence is one of the most important but least well understood aspects of the acquisition process. It is not, as many believe, a chore to be left to the accountants and lawyers. To get the best from it, due diligence has to be properly planned and professionally managed. This book is a comprehensive manual on getting due diligence right. It is a uniquely comprehensive guide, covering all aspects of the process from financial, legal and commercial due diligence right through to environmental and intellectual property due diligence. There are also useful chapters on working with advisers and managing due diligence projects. It also includes a number of checklists to help ensure that the right questions are asked.
The missing link to determining a company’s real value Most people at the M&A table know how to carry out financial and legal due diligence. Only the accomplished investors come prepared with an in-depth understanding of the complete due diligence process. Operations Due Diligence is a game-changing guide for investors who need a fully accurate determination on the sustainability of a business. Written by a hands-on operations executive who has successfully implemented process improvement programs at large and small businesses, this practical guidebook sets itself apart by providing a step-by-step strategy for analyzing the toughest area of a business to assess: its operations. Unlike financial and legal due diligence, there were no principles such as law and accounting to guide operations due diligence—until now. This turnkey approach, based on a pragmatic series of almost 400 questions, helps you accurately assess the infrastructures of a business’s customer satisfaction, production, information management, sales and marketing, organization, and personnel, as well as its finances and legal operations. For managers and business owners looking to improve the sustainability of their business, this guided inquiry serves as a thorough operations checklist to next-level performance. Whether you are an investor trying to capture a new opportunity with minimal risk or an executive struggling to improve your business, Operations Due Diligence gives you a distinct advantage by: Going a step further than most books and illustrating how to analyze your discoveries Using historic examples to make the lessons both understandable and memorable Clearly explaining how and why each sector is an important indicator of the long-term sustainability of a business Conveniently locating infrastructure summary questions at the end of chapters for quick reference Providing a document checklist so nothing gets overlooked at the negotiating table The highest-valued companies and their investors know that producing the best products and services isn’t enough. Survival depends on continually improving infrastructure through Operations Due Diligence.
If you are buying a company how can you be sure you are buying the business you think you are? Are you sure it is as good as the seller says? How can you be certain unexpected costs and obligations will not suddenly appear once you are the owner and responsible for them? How best can you arm yourself for the negotiations? Designed to help you make your due diligence process as smooth and effective as possible, this collection of checklists by acknowledged expert, Peter Howson, will ensure you manage the risk aspects of any acquisition. The author takes you through the due diligence process itself from legal, financial and commercial to employment and IT, and guides you through the collection. Each checklist includes a short introduction that enables you to make the best use of the material. Due Diligence is, by its nature, a process for which checklists are a wonderful source of ideas and reassurance. Peter Howson's checklists (all of which are repeated in PDF form on the downloadable resources), is a must-have reference for anyone contemplating a merger or acquisition, a management buyout, joint venture or other risky business transactions involving third parties.
This practical title covers broadly the subject of due diligence - used to provide a framework for helping businesses avoid reputational, environmental and social hazards. Straightforward and clearly written, Due Diligence and Corporate Governance is a unique title which covers all aspects of new due diligence in one book. Taking a risk-based approach, this essential reference book for company secretaries, directors and managers, includes checklists to monitor risk management, explains best practice illustrated with practical examples and diagrams, and explains in a user-friendly way exactly how to get it right. LexisNexis UK and CIMA Publishing are offering CIMA members a discount on this product. Please go to www. lexisnexis. co. uk/cimapublishing to see if you qualify and to order.
Due Diligence ist ein Prüfverfahren, mit dessen Hilfe Investoren die wirtschaftliche und finanzielle Situation des zu finanzierenden Unternehmens genau durchleuchten, um solide Investmententscheidungen zu treffen. "Venture Capital Due Diligence" ist ein praktischer Leitfaden zum Due Diligence Prozess. Er erläutert ausführlich das strenge Regelwerk dieses Prüfverfahrens und zeigt dem Leser, wie er diese Technik in der Praxis einsetzt, um damit Investmentchancen zu bewerten und die Rentabilität seiner Kapitalanlage (ROI - Return on Investment) einzuschätzen. Mit Tipps, Ratschlägen und Checklisten, die von den international erfolgreichsten Wagniskapitalgebern zusammengestellt wurden sowie einem Fragenkatalog, der die wichtigsten Kriterien des Due Diligence Prozesses beinhaltet. "Venture Capital Due Diligence" ist ein unentbehrlicher Ratgeber für alle Venture Capitalists, professionelle Investoren und Finanzgeber.
Add value to your organization via the mergers & acquisitions IT function As part of Deloitte Consulting, one of the largest mergers and acquisitions (M&A) consulting practice in the world, author Janice Roehl-Anderson reveals in M&A Information Technology Best Practices how companies can effectively and efficiently address the IT aspects of mergers, acquisitions, and divestitures. Filled with best practices for implementing and maintaining systems, this book helps financial and technology executives in every field to add value to their mergers, acquisitions, and/or divestitures via the IT function. Features a companion website containing checklists and templates Includes chapters written by Deloitte Consulting senior personnel Outlines best practices with pragmatic insights and proactive strategies Many M&As fail to meet their expectations. Be prepared to succeed with the thorough and proven guidance found in M&A Information Technology Best Practices. This one-stop resource allows participants in these deals to better understand the implications of what they need to do and how
Due Diligence and the Business Transaction: Getting a Deal Done is a practical guide to due diligence for anyone buying or selling a privately held business or entering into a major agreement with another company. When you’re buying a business, it’s wise to conduct due diligence. That's the process of investigating and verifying the firm’s finances, labor record, exposure to environmental issues, store of intellectual property, hard assets, ownership structure, and much more. If you don’t, you may later stumble into serious, costly problems, or you may pay an inflated price for the business. This book not only shows you how to conduct such an examination and what to look for, but it will also help you uncover hidden issues that some sellers might not want you to know about. Conversely, this book shows smart business sellers how to conduct due diligence on their own firms to arrive at the right sales price, uncover issues that might scare off buyers or investors, solve lingering problems before a sale, and more. Done right, due diligence can help sellers ensure they sell the business for the best price and with the least risk. Due Diligence and the Business Transaction will help you understand when to conduct due diligence, whom to include, and how to spot the red flags that signal danger. In addition, you will learn: How to conduct due diligence when contemplating a joint venture, business loan, franchise opportunity, or manufacturing deal How to calibrate the correct scope and breadth of the due diligence investigation depending on your situation How the results of due diligence may and often will change the elements of the final deal How to draft due diligence documents so they protect your interests What successful deals look like Corporate attorney and due diligence expert Jeffrey W. Berkman interweaves critical action points, guidelines and procedural steps, case studies, and due diligence questionnaires, checklists, and documents. The veteran of many business deals, Berkman's advice will help you avoid business-crippling mistakes and make the best deal possible.
UPDATED THIRD EDITION There''s a HUGE problem in the commercial real estate business that nobody is talking about- DUE DILIGENCE. Investors are leaving big money on the table by not learning these essential principles. Most investors, real estate brokers and commercial real estate professionals barely scratch the surface conducting their due diligence. Mainly because "they don''t know what they don''t know. I''ve spent over 30 years helping investors buy and sell over 9 million square feet of property and witnessed the practices of professional and small investors. It wasn''t until I became an acquisition executive and learned some humiliating, expensive lessons that "I didn''t know what I didn''t know". You will learn how to avoid mistakes with costly consequences, create more value, and more essential information for buying investment property. This book is a #1 Best Seller of commercial real estate books on Amazon. It is an easy-to-follow, proven "step by step" system that investors and real estate professionals use regularly while conducting their due diligence. It will help you to make informed, intelligent decisions when deciding whether to buy or NOT buy. Adhering to a proven system allows you to conduct due diligence faster, easier, more efficiently and you''re less likely to miss something. Here are just a few of the lessons you''ll learn: Negotiating the purchase and sale agreement and what you MUST include in order to maximize your opportunities to negotiate further with the seller. (Super important to know.) Reviewing the leases Not knowing what provisions to watch for could cost you dearly once you own it. (Don''t leave it up to chance to "work out.") Uncovering hidden problems and issues (Sellers will NOT disclose these, so you need to know where to look for them. They will not "hand you a list of problems" about the property. Many of these issues could make or break your investment.) Critical factors to consider during your financial analysis. There''s a list of essential questions included that MUST be addressed. (Leaving these questions unanswered can be potentially devastating to an investment.) Not "over-paying" by making sure you''re getting all you deserve, by getting credited fairly for items on the closing statement. (This includes specific items to review, instructions on what to ask for to minimize your chances of getting taken advantage of, potentially losing big money by not having this information.) These fundamentals remain the same and are all applicable whether they are: residential rental properties, industrial, retail, or office buildings. This system will help reduce risk and create value for all of them. In addition, the handbook includes: PHYSICAL & MECHANICAL INSPECTION PHOTOS (That shows you what to look for and how to assess issues.) Due Diligence Checklist Due Diligence Document Checklist Sample Tenant Questionnaire (A sample list of questions that you should ask of tenants when conducting a tenant interview. This is a wealth of information when done properly. Learn this or lose out.) By having this valuable system, you will be more prepared and confident in your ability to negotiate, going up against ANY seller. As a pilot uses a pre-flight checklist prior to each flight, you''ll want to refer to this handbook every time you buy an investment property.There are too many things to remember. We need reminding as much as we need learning! Warren Buffet said, "Risk comes from not knowing what you''re doing." So having a proven system in place helps you know what you''re doing.Buy the book now! It will be one of the best investments in real estate you ever make. Not buying it could be one of your most costly decisions.
A step-by-step guide to develop a flexible comprehensive operational due diligence program for private equity and real estate funds Addressing the unique aspects and challenges associated with performing operational due diligence review of both private equity and real estate asset classes, this essential guide provides readers with the tools to develop a flexible comprehensive operational due diligence program for private equity and real estate. It includes techniques for analyzing fund legal documents and financial statements, as well as methods for evaluating operational risks concerning valuation methodologies, pricing documentation and illiquidity concerns. Covers topics including fund legal documents and financial statement analysis techniques Includes case studies in operational fraud Companion website includes sample checklists, templates, spreadsheets, and links to laws and regulations referenced in the book Equips investors with the tools to evaluate liquidity, valuation, and documentation Also by Jason Scharfman: Hedge Fund Operational Due Diligence: Understanding the Risks Filled with case studies, this book is required reading for private equity and real estate investors, as well as fund managers and service providers, for performing due diligence on the noninvestment risks associated with private equity and real estate funds.