Independent Sponsor Due Diligence: The 90-Day Deal Execution Framework + Live Q&A скачать в хорошем качестве

Independent Sponsor Due Diligence: The 90-Day Deal Execution Framework + Live Q&A

What You’ll Learn in This Video How to structure your 90-day due diligence timeline The key players in your deal team and when to engage them How to kick off a Quality of Earnings (QoE) review correctly Why timing your SBA loan underwriting is critical to closing How to anticipate challenges and stay on track through Day 89 Why This Strategy Works for Any Business Patrick’s framework blends real M&A case studies with practical due diligence tactics used by top independent sponsors. It works across industries — from manufacturing to tech to healthcare — because it focuses on financial validation, tax compliance, and legal readiness, ensuring you can confidently say, “The deal is closed.” Timestamps 0:00 – Where to Start Your Deal 0:42 – Independent Sponsor Challenges 2:58 – The 90-Day Due Diligence Framework 5:29 – Why You Need a QoE Early 8:05 – Inside the SBA Loan Underwriting Process 12:00 – Leveraging Your QoE to Get Funded 15:03 – Negotiating Working Capital 18:01 – Legal and Tax Due Diligence 21:08 – Building Your Deal Team 28:19 – Key Risks Across Industries 36:52 – M&A Lifecycle & Resource Management 39:45 – Final Advice for First-Time Buyers Step-by-Step Breakdown Step 1: Build Your Deal Team Early Start with your CPA, attorney, and lender. Surround yourself with experts who understand small-business transactions and can move quickly under a 90-day LOI window. Step 2: Kick Off Financial Due Diligence (QoE) Within the first week, launch your Quality of Earnings review. Verify revenue, normalize earnings, and uncover adjustments before underwriting begins. Step 3: Align SBA Underwriting with Your QoE Coordinate directly with your lender to use your QoE findings as supporting evidence. This minimizes back-and-forth and accelerates approval. Step 4: Conduct Legal & Tax Due Diligence Confirm ownership structure, reps and warranties, and any potential tax liabilities. Resolve open issues before drafting your purchase agreement. Step 5: Close Confidently and Announce It Once diligence is complete and capital secured, finalize your purchase agreement and prepare the email every buyer dreams of sending: “The deal is closed.” Final Thoughts & Call-to-Action The first 90 days after LOI define whether your deal closes or collapses. Follow this roadmap, stay proactive with your providers, and your “Day 89” email will soon be real. 👍 Like this video if you found it helpful • Subscribe to Brick by Brick: https://blog.oconnelladvisorygroup.co... • A blog helping entrepreneurs and investors build wealth through ownership. 🔗 Are you an Entrepreneur or Investor looking for help with Financial Due Diligence? • Learn how I can help: https://tinyurl.com/5997x6u5 🔗 Learn more about our Business Buying Program • Apply today: https://tinyurl.com/yc4wsst8 📚Stop Climbing. Start Owning. Escape the 9-5. • Grab a copy of my e-book today: https://stan.store/SMBDealGuy/p/get-m... 👽Join the SMBAcqusiitonHub on Redditt • A community of over 100 entrepreneurs to help you Confidently Buy, Sell, and Operate Profitable Small Businesses. Join here:   / smbacquisitionhub   Patrick's Affiliate Recommendations: • Time Tracking Software: https://appsumo.8odi.net/POm6BN • Kit: https://partners.kit.com/3ke2jpnjwcqt • #1 Personal Finance App: https://www.wealthfront.com/c/affilia... • Grow your business through authentic reviews (15% off for 12 months) : https://refer.testimonial.to/patrick-... ------Patrick O'Connell––– Social Media––– LinkedIn:   / patrick-o-connell-3b235177   X: https://x.com/smbdealguy TikTok:   / smbdealguy   Instagram:   / smbdealguy   YouTube:    / @patrick_oconnell