Financial DD: Key success factors

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    David Widmer

    In my opinion, the key success factor for financial DD is to have the right team. I consider financial DD the cornerstone of a DD. The term “financial DD” may be misleading as financial DD results in financial as well as non-financial insights. Therefore, the team members must non only have excellent financial skills, but also need a strong business sense with an open mind for non-financial issues. What are key success factors for financial DDs in your opinion?

    Kishore Ganesh

    Step 1: Company Capitalization. …
    Step 2: Revenue, Margin Trends. …
    Step 3: Competitors and Industries. …
    Step 4: Valuation Multiples. …
    Step 5: Management and Ownership. …
    Step 6: Balance Sheet Exam. …
    Step 7: Stock Price History. …
    Step 8: Stock Options and Dilution.

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