Financial DD for Non-Finance People
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I admit, the first 2 sections were intense for me on the Financials of a DD. My ‘specialty’ is HR.
Do you have any quick references, or overview materials that you use or you can recommend for Non-Finance people involved in M&A conversations during the Financial DD? Some quick to access terminology sheets, or books that you found helpful?Hi Kristina! In case you find helpful: https://datarooms.org/vdr-blog/financial-due-diligence-checklist/
i can also recommend to get in touch with controlling or accounting colleagues of your own organization to gain a better understanding
there is some material for introduction the finance for non-finance individuals, i will be helpful and may of that material you can find it at youtube
Hi Kristina,
I would suggest subscribing to Derek Advul’s M&A Newsletter at http://www.mnamindset.beehiiv.com. His newsletters provide some great infographics and terminology that I think you will find are exactly what you are looking for. The website includes his prior newsletters so there is a lot of content there from the start.
Hi Kristina! I am actually in the opposite position as you, my ‘speciality’ is in finance, so the world of HR Due Diligence was completely new to me. A resource that I found helpful was actually Substack! There are a few writers on there with specialties in the realm of due diligence that provide insightful feedback.
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