Guest Speaker for Preparing for Financial Due Diligence: Best Practices for M&A Transactions
Updated: Jun 10, 2022
I am so excited to be a speaker and panel participate for “Preparing for Financial Due Diligence-Best Practices for M&A Transactions, hosted by Bradley McConnell Partner of FH+H Law Firm.”
Really looking forward to sharing the panel with Richard Phillips founder of Crossroads Capital and Jim Sherwood, Co-founder of Federal Compass. Richard and Bradley bring a wealth of knowledge of M&A transactions and Jim always delivers great information on markets, government spending trends, and other market intelligence.
I am hoping to provide information from a CFO perspective on improving financial performance through growth strategies and business optimization activities to increase firm value prior to a sale. Please join us for a great and informative discussion!
About this event
Lunch is provided. Please email firstname.lastname@example.org with any dietary restrictions. Successfully completing financial due diligence is a crucial part of selling any company. This due diligence process determines how much buyers are ultimately willing to pay, how fast they move, and how they approach final negotiations over the definitive purchase agreement. To succeed, sellers need to understand the buyers’ mindset, be able discuss everything – from the big picture to the most minute detail. This is much easier said than done, however, every company can improve results and create increased value for its shareholders during financial due diligence by preparing well in advance. The key here is to start early – to assess, to stress test, and to adjust as appropriate. In this presentation, we will outline best practices when preparing for and/or undergoing financial due diligence, specifically we will discuss: 1. The scope of a financial due diligence process 2. How to calculate adjusted EBITDA from a buyer’s perspective 3. How to view the quality of earnings – both as a concept and as a deliverable 4. Avoid common diligence pitfalls 5. Pro-actively anticipate buyer pushback and concerns HOST & MODERATOR Bradley McConnell Partner | FH+H Bradley McConnell is a Partner at FH+H and serves as the head of the firm’s Mergers and Acquisitions and Venture Capital Practice. In addition to M&A and VC, Mr. McConnell’s practice includes a wide variety of transactional and corporate matters at all stages of company growth including: joint venture agreements, corporate restructuring, founder stock purchase and buy-sell agreements, debt financing, spin-offs and spin-outs, employment agreements, master services agreements, customer contracts, commercial leasing, technology licensing, and more.