Every deal requires “due diligence,’ which comes in many shapes and sizes. In this session, we will focus on financial due diligence and hear from an expert who routinely performs a “quality of earnings analysis,” on behalf of buyers and lending groups. He will share how they identify, measure and present the risks of an acquisition target to a buyer. We will also get guidance on the determination of sustainable free cash flow and the judgment to determine this critical number. Finally, we will discuss how this information is presented to the buyer and used by them in their negotiations and investment decision making.
Joseph C. Pellerite, Baker Tilly, Virchow Krause, LLP
Joe Pellerite joined Baker Tilly in 2015. During the past 12 years, Joe has provided due diligence services for numerous acquisitions on behalf of buyers and sellers ranging from entrepreneurial management teams, venture capital / private equity funds and large multi-national corporations. In addition, Joe has provided post-acquisition integration support for certain transactions. Joe also prepares short-term and long-term financial models for his clients, both for capital raising and operational monthly/weekly cash flow forecasting.
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