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The Accounting Policies That Matter Most in M&A Due Diligence
When preparing your company for sale or investment, few things are scrutinized more carefully than your financials—and at the heart of that scrutiny lies your accounting policies. These policies govern how your company records, interprets,…
How Smarter Data Drives $3.3 mm in Incremental Profit and Higher Valuations
In direct marketing, the difference between a 1% and 1.5% response rate isn’t just campaign success—it’s EBITDA. Take this example from Dark Sky Data:A national direct-to-consumer brand used improved targeting and mail timing to reduce…
Why IT Policies Matter in M&A Due Diligence
As M&A activity continues to accelerate in technology-enabled industries, buyers are becoming more sophisticated in how they assess operational risk—and one area under increasing scrutiny is IT governance. Beyond the hardware, software, and infrastructure diagrams…
What Goes Into an IT Infrastructure Diagram—and Why It Matters in M&A
In today’s deal environment, understanding a target company’s technology backbone is no longer optional—it’s mission critical. As digital operations expand, an IT infrastructure diagram has become a foundational tool in technical due diligence. It’s not…
The RIA Industry is Booming – Here’s What You Need to Know
The Registered Investment Advisor (RIA) sector is experiencing unprecedented growth, creating significant opportunities for firm owners considering a sale, expansion, or strategic partnership. Understanding the forces driving this momentum is essential for making informed decisions….