Due Diligence Consulting

A pro forma spreadsheet can be a powerful asset, providing valuable insights into the financial future of a business. But here's the catch: it's only as good as the assumptions that are used to create it. If these assumptions are flawed or unrealistic, the entire financial projection can crumble like a house of cards. This is where the importance of a meticulous and experienced approach to due diligence becomes evident. Specialized knowledge and expertise come into play. In many instances, investors may find themselves lacking the necessary insights to perform this critical task effectively.

This is where Surgenti Consulting can help your business. I have experience building pro formas, have had the privilege of serving as due diligence team leader for a multitude of proposed transactions, spanning both successful acquisitions and decisions not to proceed with a deal. Moreover, I have led post-acquisition integration efforts, providing me with invaluable insights into the consequences of overlooking critical details during the due diligence phase. Further, I’ve been the deal leader on divesting businesses. This extensive experience equips Surgenti Consulting with the ability to discern between opportunities that hold promise and those that may carry hidden pitfalls.

Surgenti Consulting can help address the inherent risks and challenges that come with buying or investing in a business. I understand that pro forma spreadsheets are not infallible, and my expertise is dedicated to scrutinizing and testing the assumptions underpinning them. With my specialized knowledge and experience, I serve as a trusted partner in your journey, helping you make informed decisions and mitigating risks in the ever-evolving world of business transactions. Contact me tod ay to get started on evaluating your business opportunity!