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Revolutionizing M&A Due Diligence: How AI Tools Enhance Efficiency and Accuracy

JD Supra: Mergers

The diligence process can be labor-intensive and time-consuming, involving extensive manual review of the target company’s governing documents, financial statements, indebtedness, contracts, and other pertinent data. By: Kohrman Jackson & Krantz LLP

M&A 177
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Chancery Finds Defendants Liable for Fraud Based on the Failure to Disclose Internal Billing Practices

JD Supra: Mergers

The seller’s management had been recording internal software use as revenue in its unaudited financial statements but never disclosed this practice to the buyer in the sale’s process. 2, 2023) - This decision arose out of the sale of the company Cloud Jumper to NetApp, Inc.

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How to Sell My IT/MSP Company: Insights from Tim Mueller

How2Exit

He discusses the key factors that sellers need to have in order, including legal and financial documentation, a strong management team, and well-documented processes. rn Key Takeaways: rn rn Sellers should have their legal and financial documentation in order, including operating agreements, board minutes, and properly categorized financials.

IT 130
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What adjustments would you make to the financial statements of the comparable companies to ensure a

Wizenius

When performing a valuation analysis using comparable companies, it is essential to make certain adjustments to the financial statements of the comparables to ensure a meaningful comparison. This ensures consistency in financial reporting and facilitates a more accurate comparison. Thanks, Pratik S

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How AI Can Enhance PMI

Midaxo

Due Diligence AI tools can assist with due diligence activities by automatically analyzing large volumes of data, including financial statements, legal documents, contracts and customer records. This analysis helps identify potential risks, synergies and opportunities associated with the merger or acquisition.

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Financial Modeling and Analysis in Mergers and Acquisitions with Paul Barnhurst

How2Exit

Paul also shares insights on how to evaluate the financial health of a business during the due diligence process and highlights the value of accurate and transparent financial statements. rn Key Takeaways: rn rn Regularly reviewing financial statements is crucial for business success and decision-making.

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Close Out the Year With Recast Financial Statements

PCE

For many of us, the end of the year is a time for reflection—and for most businesses, it is a critical juncture. Owners look back on the previous year and forward to the year ahead, with an eye toward making necessary tweaks and building on past success.