We got your due diligence right here!

In the past year, Excel AI plugins have become increasingly powerful, raising the question: Are Analysts and Associates about to become obsolete, or are we entering the age of the 10x modeler? On this episode, Devin and Caroline Phipps, a ParkerGale VP, go deep on AI and how it's ...  Show more

Your 401(k) is about to get access to private equity, but how, in what form, and at what price are all still TBD. Which is kind of a problem for such a big change. The pitch for putting private markets in retirement accounts is all about fairness: regular people got locked out of ...  Show more

You've found your acquisition target. They've committed to selling you the business. Now the real work begins. It's time for due diligence. Where does due diligence start? What factors should you consider? How do you build a checklist? 

Jason, Nick, Adam Schmit ...

Mike DiFrisco and Alex Nottingham JD MBA discuss shifts toward digital and AI technologies, challenges in hiring and retention, and the growing influence of private equity on practice ownership. 

Resources:

Rajive Dhar, VP, Head of Corporate Development at NetApp (NASDAQ: NTAP) For first-time acquirers, M&A can be challenging, as it comes with strenuous processes with many complexities that can turn the dream into a nightmare. However, with proper guidance, acquirers can have a smoo ...  Show more

Kerry Perez, Head of Diligence and Integration Management Office (M&A) at AMN Healthcare Corporate development typically involves their integration team a couple of weeks before closing a deal. And while this is good practice, we are here to take things further. In this episode o ...  Show more