Ingredient 7: Preparing for a Due Diligence

GREATER LOS ANGELES VIRTUAL CHAPTER EVENT

Ingredient 7: Preparing for a Due Diligence


For most owners selling their business, buyer due diligence can be a stressful and unfamiliar process.  Misperceptions of what strategic buyers, financial buyers and lenders need to see can leave sellers feeling the buyer “doesn’t get my business”.

 

Learning Objectives:

Help advisors proactively prepare companies for sale by helping sellers understand what buyers need to see and why. Cover timeline, sample due diligence list and examples of how to assist sellers to prepare to answer financial, operational and legal questions. Breakout sessions will review a sample case study from recent transactions.

 

About the Presenters:

Learn from industry experts, Andy Tomat, Founder & Managing Director, Four Pillars, Inc., Marilyn Garcia, Principal, Citrin Cooperman’s Transaction Advisory Services Practice, David Ma, Partner, Jeffer Mengels Butler & Mitchell LLP’s Corporate Practice, and Brian Rabinovitz, CPA, CM&AA, Director, Citrin Cooperman.

Meet the Presenters

 

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EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILosAngeles.org.

About the Presenters


Andy Tormat

Andy Tormat

Founder & Managing Director, Four Pillars, Inc.

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Marilyn Garcia

Marilyn Garcia

Principal, Citrin Cooperman's Transaction Advisory Services Practice

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David Ma

David Ma

Partner, Jeffer Mengels Butler & Mitchell LLP's Corporate Practice

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Brian Rabinovitz, CPA, CM&AA

Brian Rabinovitz, CPA, CM&AA

Director, Citrin Cooperman

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