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How In-Depth is the ‘Due Diligence’ Process, and Can I Prepare for It?

Q: How in-depth is the ‘due diligence’ process, and can I prepare for it? 

JT says: The short answer-  yes, it’s an intrusive process, it needs to be.  And yes, you can (and should) prepare.  The restoration industry is unique, so DD is required, but not easy.  

For confidentiality purposes, not every detail is disclosed when recruiting the best buyers.  After an accepted offer it’s essential buyers gain more knowledge and insight before spending millions.  Via a ‘DD Checklist’ hundreds of questions will be asked along with documents requested, primarily surrounding 4 categories:  Financial, Operational, HR & Legal.  

Per dozens of conversations, DD winds its way through documents, audits, interviews and site visits. (Plz don’t let this scare you, it’s a controlled process.)  Organization and responsiveness from a seller is key to efficiency.  Ranging from 60-120 days, it can be time-consuming, intimidating, and exhausting if you’re not adequately prepared.  

Starting early and being prepared adds value by building buyer confidence, ultimately increasing your chances of success.  

Get Answers + Get Prepared = Get Retired

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