How to Reduce Surprises with Operational Diligence

Operational due diligence is overshadowed by financial diligence, but learning how can further de-risk your acquisition.
Aired
Wednesday, March 26, 2025
How to Reduce Surprises with Operational Diligence
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Chelsea Wood dives into the most commonly overlooked operational pitfalls and how to proactively mitigate them during due diligence.

You’ll walk away with a clear framework to build a solid plan for a smooth transition and a strong start as an owner.

What This Webinar Covers:

✅ Beyond the P&L: Spotting operational landmines that don’t show up on financial statements

✅ Who REALLY runs the business? Understanding employee & team dynamics before taking over

✅ Customer & Supplier Red Flags: How to uncover hidden risks without violating confidentiality

✅ Institutional Knowledge: Preventing key operational knowledge from walking out the door This isn’t just about identifying risks—it’s about ensuring you buy a business that works and that you’re prepared on Day One.

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