Our due diligence procedures get behind the numbers, considering aspects such as corporate culture, business process maturity, and the capabilities of employees as these are extremely impactful to the future of the business. We work with the family to understand their specific investment objectives to help define an investment parameters and an evaluation framework.
- Performance of due diligence of companies of various sizes and across industries.
- Comprehensive background checks of prospective management and co-investors.
- Valuation of holdings for purchase price determination and annual tax reporting obligations.
- Analysis of intellectual property assets and procedures to safeguard those assets.