Veteran ETA Roundtable - Session 5 (1/31/2024)

Financial Due Diligence

Guest Speaker - Elliott Holland

Session Resources

Written Summary Notes: link here

Roundtable Session #5 Youtube link: Link HERE

Podcasts

2 Common Risks in Search & How to Mitigate Them - Acquiring Minds - Acquiring Minds 

Elliott discusses two common risks in small business acquisitions - industry risk and dependence on the owner/seller - and strategies to mitigate them.

Articles / Blogs

The Basics of QoE when Buying a Business - Guardian Due Diligence

Discusses the importance of a Quality of Earnings (QoE) report when buying a business, detailing its role in evaluating a company's financial health and advising on considering additional factors

Due Diligence Vs. Quality of Earnings:  Why You’re Shooting Two Airballs (I’m Sure of It) - Guardian Due Diligence

The article does a great job distinguishing between "due diligence" and "Quality of Earnings" (QoE).