Finance DD Report

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    Amy Stutzman Fortna

    What format do you prefer for a financial DD report deliverable to executive management and the deal team? A formal report with lots of narrative in addition to financial analysis or only a financial model in Excel?



    Due to management’s time constraint, generally a high level summary works better for top management however the deal team /M&A team generally requires the summary AND the details with all the narrative. Nonetheless, the excel model is usually attached for reference and further scenario analysis.

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