XPX Triangle: Due Diligence Do’s and Don’ts

Help XPX Triangle Members and Guests understand the key components and objectives or due diligence. Learn best practices for conducting thorough due diligence and identifying common pitfalls and how to avoid them.

The agenda aims to provide XPX Triangle Members and guests with a thorough understanding of the due diligence process, equipping them with practical tools and strategies to conduct effective due diligence and avoid common pitfalls when interacting and dealing with clients.

Help XPX Triangle Members and Guests understand the key components and objectives or due diligence. Learn best practices for conducting thorough due diligence and identifying common pitfalls and how to avoid them.

The agenda aims to provide XPX Triangle Members and guests with a thorough understanding of the due diligence process, equipping them with practical tools and strategies to conduct effective due diligence and avoid common pitfalls when interacting and dealing with clients.

Topics Include:

• Definition and Importance of due diligence to the seller and buyer
• Types of due diligence (financial, legal, operational, human resources, technology etc)
• • Key Components of financial Due Diligence – Best practices for analyzing financial statements and records and identifying any red flags and potential issues
  • Key Components of legal Due Diligence – Reviewing contracts, agreements and compliance as well as identifying legal risks and liabilities
  • Key Components of Operational Due Diligence – Assessing business operations and process, evaluating management and organizational structure as well as reviewing supply chain and production efficiency
  • Key Components of Human Resources Due Diligence – Evaluating employee contracts and benefits, assessing the company culture and HR policies, and identifying potential HR issues and liabilities
  • Key Components of Technology and IT Due Diligence – Reviewing IT infrastructures and systems, assessing cybersecurity and data protection measures and identifying technology-related risks.
  • Key Components of Environmental and Regulatory Due Diligence – Understanding environmental regulations and compliance, assessing environmental risks and liabilities and reviewing compliance for certain industries.

• Goals and outcomes of the due diligence process
• Common pitfalls and how to avoid them
• Strategies for mitigating risk and avoiding pitfalls
• Real-world examples and lessons learned from the panel

Our Speakers:

Adam Goldblatt
Michael Best & Fredrich, LLP

Adam is a strategic partner, and someone to rely on beyond legal issues. Adam has the ability to balance real-world opportunities and offer both creative and pragmatic solutions to complex and challenging situations. He does so in a cost-effective manner with the goal of reaching successful outcomes while mitigating legal and business risks.

Adam’s practice focuses on legal issues that arise from the innovative use of technology, particularly within the financial ecosystem, and the development and maintenance of products and services. He often advises companies from formation, through securities offering, corporate governance matters, and regulatory matters through M&A.

Jed Hysong
Hyland Finance & Operations

After starting his career with Big 4 firm Deloitte & Touche, over the next nearly 30 years, Jed has served in various financial roles in companies from start-up to multi-national multi-billion-dollar enterprises. He has helped improve such businesses as Credit Suisse, Red Hat, and Jaggaer as well as several smaller privately held companies.

Jed’s love of business and entrepreneurs and wanting to help other owners in their journey led him to found Hyland Finance & Operations. His firm provides bookkeeping, controller, CFO and operations support to other businesses to help them succeed.

Registration Fees:

XPX Triangle Members  - $0.00
XPX Triangle Members Same Day/Walk-in Fee  - $20.00

XPX Chapter Network Members Regular Fee - $30.00
XPX Chapter Network Members Same Day/Walk-in Fee - $40.00

Non-Members Regular Fee  - $35.00
Non-Members Regular Fee Same Day/Walk-In Fee  - $45.00

Food and beverages are included.

Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  If you miss the deadline, the sale is final. We are unable to issue a credit towards another meeting or individual, no substitutes/not transferable.