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).