Episode 199
- Marisa Palmieri Shugrue
- Oct 24, 2024
- 1 min read
10/24/24
Topic: The Critical Role of Due Diligence in Pest Control M&A
Guests: Dan Gordon & Donnie Shelton
In this episode we discuss:
Our sponsors Coalmarch by Workwave and PestSure
PMP Industry Insiders Peer Groups
How Dan participated in a panel discussion at PestWorld about M&A, where he presented about due diligence
Why Donnie says due diligence is the hardest part of the due diligence of process
Due diligence basics
The pitfalls in letters of intent (LOIs) and why a deal might not be as good as it seems
Who should do due diligence?
Strategies for doing a small deal as a buyer
What you should do as a seller
Three major work streams in due diligence: legal, operational and financial (quality of earnings)
Legal: Questions attorneys will ask
Operational: HR issues, services and more
Financial: Why tight accounting controls, proof of revenue and attrition are vital
Resources mentioned:
PCO Bookkeepers & M&A Specialists M&A/due diligence services
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