Culture assessment tool/methodology

Viewing 3 posts - 1 through 3 (of 3 total)
  • Author
    Posts
  • #36377
    NILTON YONEZAVA
    Participant

    What tools or methodologies do you suggest to run culture assessments during the early stages of an M&A process and later during due diligence?

    #39175
    Matthew Person
    Participant

    Nilton, great question and often one of the most overlooked aspects of diligence. In early stages, going to the physical office can shed a lot of light on what life at the company looks like. You can also ask questions about go-to-work, how work is done, etc and ask about staff benefits. I’ve actually created a methodology to assess culture in this regard given how limited outside tools/assessments are.

    In diligence a deep dive operating meeting about how work is conducted, along with HR review of staff turnover rates, etc. can yield insight into how happy staff are.

    #51072
    NILTON YONEZAVA
    Participant

    Thanks, Matthew. I’m also creating a methodology to help me assess companies in the initial phases and post-closing. My main goal is to bring structured data to guide the valuation process, identifying risks and opportunities. My hypothesis is that it’s possible to measure (quali and quanti) the corporate culture and not rely on feelings and perceptions. I’m trying to bring a data-driven approach to support the whole M&A and integration processes.

Viewing 3 posts - 1 through 3 (of 3 total)
  • You must be logged in to reply to this topic.

Are you sure you
want to log out?

Request a Brochure

Request a Brochure

Contact us to discuss your goals and needs!

Contact us to discuss your goals and needs!

Book a Demo

Book a Demo

Contact us to discuss your goals and needs!

Contact us to discuss your goals and needs!