Reply To: Due Diligence for Small to Medium Sized deals.


Rochelle Ramos

Key areas of focus would be:

Financial: Review revenue, margin trends, balance sheet, stock price history
Legal: Ownership structure, legal risk, intellectual property, leases
Human Resources: Headcount, employee turnover, employment agreements, benefits, pay structures, culture assessment
Operations: Product development, innovation
Technology Infrastructure: cybersecurity, voice, data, systems

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