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Due diligence
Menu128 experts in Due diligence topic
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TDTony DiNittoFedEx / bread route consultant for buying a route. • Austin TXI've bought, sold, flipped, managed, ran, brokered, and consulted on different types of routes (eg. FedEx, Snyders, Flowers, Pepperidge Farm, Bimbo Bakeries, Mission Tortilla, etc). I can quickly help you determine if routes are right for you or not, as well as help you determine which routes are worth exploring more deeply and which ones you should just pass on. I have been in the route world for over 10 years and worked with over 1000 people to varying degrees in regards to helping people understand routes better. I've worked with countless contractors, route engineers, corporate route employees, news agencies (Bloomberg, Reuters, Geekwire, Buzzfeed, FreightWaves, Commercial Appeal, etc), logistics research agencies, and terminal managers. I have a passion for teaching people about routes and love the idea of showing people the actual and full truth on the massive upside (and downside) of routes. To properly be able to understand routes on a deeper level, most people should plan on calls taking 30-60 minutes to be able to cover anything in enough detail such that you can get some serious value out of a call. I currently run and manage the website: www.RouteTycoon.com -------------------------------- Notes for how Clarity works: Clarity bills by the minute, so a estimated scheduled call of 30 minutes that takes us 23 minutes, or perhaps 62 minutes, will be billed for the exact minutes actually used, not the estimation. --- Course Option --- If you're in a hurry to learn more about routes and hear many topics that I typically cover in a call, you can immediately hit the ground running with the Fundamentals of Route Evaluation course. The first hour of the course covers material I've gone over in typical Clarity calls and will get you to understand whether routes are the right choice for you. You can see more about the course / lectures / etc here: https://routetycoon.thinkific.com/courses/fundamentals-of-route-analysis -------------------------------- A small minority of people need to also read this: I enjoy this service because I want to help people find success with business ownership. However, you will likely not find success with routes if you're already strapped for cash, or "worried" about how long a Clarity call takes, or looking to "get rich" with routes. If this is the case, then buying a million dollar business is likely not your best option at this time and no call is necessary. Otherwise, I'd truly love to help you and please schedule a call.Due diligence • Entrepreneurship • Logistics • New Business Development • Supply Chain Management • Mergers & Acquisitions • Logistics Management • Transportation • Shipping • Freight •$5/min per minute4.9 1.2k 191
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ACAdam CrallStuart, FloridaPractical, straightforward patent advice for inventors, entrepreneurs, and investors. Patent lawyer for 14+ years.Due diligence • Start-ups • Product Development • Intellectual Property • Licensing • Patents • Patent Strategy • Patent Portfolio Management • Patent Prosecution • Invention •$2.50/min per minute5.0 191 88
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DSDave SifryLyft VP Product and Engineering. Entrepreneur. • San Francisco Bay AreaGeek, CS Nerd, product designer and experienced CEO and CTO. Technology innovator and architect. Advisor and Angel Investor. Love helping startups. (Founder CEO Offbeat Guides, Technorati, Linuxcare, Sputnik, more...) I’ve been building and running software and internet companies for over 20 years. I started and built 6 companies, varying from enterprise software, linux services, wireless, fitness, and blog search. I’ve also raised more than $100M for previous companies. Expertise: Bizdev Engineering Marketing Funding StrategyDue diligence • Entrepreneurship • Start-ups • Product Management • Linux • Venture Capital • Entrepreneur • Organizational Development • Venture Funding • MySQL •$16.67/min per minute4.9 92 52
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BDBill DAlessandroE-Commerce Pro. CEO @ Elements Brands. • Charlotte, NCI started with one product and have grown to 150+ products across 9 brands. Heavily focused on e-commerce and automation. In addition to launching our own brands, we acquire other e-commerce companies and scale them to the next level by focusing on digital marketing (Adwords/FB/Insta/email) and business automation. I love to teach people how to stop working IN their business and start working ON their business. I can help with product sourcing, team building, and digital marketing questions for those wanting to create branded products (private label and contract manufacturing). I have experience outsourced fulfillment, customer service, production, marketing, and more. I also can help you with a deep dive into your financial statements to pull out metrics you should be monitoring to increase your profits and squeeze more cash out of your existing business.Due diligence • Digital Marketing • Start-ups • Consumer Products • E-commerce • Financial Modeling • Investment Banking • Sourcing • Process Automation • Fulfillment Services •$16.67/min per minute5.0 69 37
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JGJustin GilchristInternet Business and Website Acquisitions • Cheshire, EnglandFormer founding partner and growth lead at Centurica.com - the largest agency dedicated to offering investors advice and due diligence for internet business acquisitions. Also the author of Digitally Wed - Everything you need to buy a profitable internet business (https://exitplan.co). Generally an all round data nerd with a passion for buying, selling and strategy in online business.Due diligence • Start-ups • M&A • E-commerce • Mergers & Acquisitions • Systems Engineering • Website Monetization • M&A analysis • M&A due diligence • Buying •$3.33/min per minute5.0 74 31
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KDKevin DennyCPA|CFO. Attentive, Objective Problem Solver • Utah & Southern CaliforniaI have worked with many startup founders and growth company owners to solve a wide range of business problems and get to the next level. I'm an experienced, credentialed CPA / trusted advisor working as an on-demand CFO in my firm SnapCFO LLC. Our teams raised $39mm private equity, grew mfg med device co $9 to $40mm in 4 years, Big-4 audit, 2,000+ tax returns filed, and more. EOS-implementor, LivePlan certified. Currently performing CARES and Paycheck Protection Program "PPP" loan applications including forgiveness form 3805. Let's get you "un-stuck" build a fun, fast company together!Due diligence • Business Strategy • Early-stage Startups • Forecasting • Business Model Development • Accounting • Loans • CPA • Revenue & Profit Growth • Part-Time CFO Services •$2/min per minute5.0 44 12
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RDRahul DevBlockchain | Crypto Tokens | Patent Attorney • Dover, DelawareDBA (c) SSBM Geneva | International Speaker | Global Business Strategy & Blockchain Lawyer | Patent Attorney | Corporate Coach & Trainer | Crypto Token Legal Opinion | B-School Faculty | Global Economy & Emerging Markets I have issued several legal opinions (LO) regarding token qualifications over the past few years covering all the major jurisdictions covering Singapore, HK, UK, USA, Malta, Nevis, BVI etc, which have been used by clients across various exchanges globally. As founder of HashChain Consulting Group LLC (USA) and a doctoral research scholar (Focus areas: Blockchain, Crypto, Law and Data Science), at SSBM Geneva , I work closely with clients to execute legal opinion projects across global markets, including additional services like exchange submission documents, investor agreements, blockchain patents, international trademarks etc. International Speaker, Author, Blogger, Technology Savvy Patent Attorney & Corporate Lawyer with 15+ years of work experience in Asia Pacific, US & Europe Strong technical background with specialisation in Cross-border Mergers & Acquisitions, Joint Ventures, Foreign Direct Investment, Tech Transactions, Patent Protection, Patent Licensing, Patent Claims Drafting, Patent Specification Writing, Patent Enforcement Quoted in and contributed to 50+ national & international publications (Bloomberg, FirstPost, SwissInfo, Outlook Money, Yahoo News, Times of India, Economic Times, Business Standard, Quartz, Global Legal Post, International Bar Association, LawAsia, BioSpectrum Asia, Digital News Asia, e27, Leaders Speak, Entrepreneur India, VCCircle, AutoTech) Regularly invited to speak at international & national platforms (conferences, TV channels, seminars, corporate trainings, government workshops) on technology, patents, business strategy, legal developments, leadership & management Working with global patent attorneys, corporate lawyers & major international law firms for representing leading clients worldwide (corporations, universities, startups, investors) in diverse industry sectors (Aviation, Food & Beverage, FMCG, Pharma, Biotech, Healthcare, Finance, Artificial Intelligence, B2B & B2C Digital Tech, Telecommunications, Software, Mobile Apps, 3D Printing, Drones, FinTech, Fashion, Sports, Industrial Manufacturing, Chemicals, Semiconductors, Optics, Blockchain, Nutraceuticals, Clean Energy, Agriculture, Travel, Medical Devices, Gaming Platforms, Social Networking, Nanotechnology, Data Analytics, Chat bots, Internet of Things (IoT), Wearables, Driverless Cars, Virtual & Augmented Reality, Mobile Payments, High Tech) Expertise – Patent Strategy, Intellectual Property Portfolio Creation & Management (Designs, Copyrights, Trademarks, Brands), Due Diligence, Corporate Structuring, International Business Strategy (Shareholding, IP ownership, Agreements & Contracts) Rahul Dev is a patent attorney and technology corporate lawyer with expertise in incorporating and expanding businesses across Asia for serving clients in the US, Europe, UK and Asia Pacific. Rahul is regularly invited to speak at various international conferences and to conduct workshops for private and public sector, including senior government officials, corporations, executives, students, entrepreneurs and startups. His strong technical background combined with comprehensive business and legal skills form backbone of his global consulting services. Technology Savvy Patent Attorney & Corporate Lawyer with 10+ years of experience in Asia Pacific, US & Europe International Speaker, Author & Blogger with expertise in Law Firm Leadership & Practice Management Strong technical background with specialisation in Patent Protection, Licensing & Enforcement, Cross-border Mergers & Acquisitions, Joint Ventures, Foreign Direct Investment & Tech Transactions in South East Asia covering consulting for global patent Attorneys: Patent drafting & filing for B2C & B2B digital products Protection of Mobile App’s Intellectual Property via Patents, Copyrights, Website Terms & Vendor Contracts Wearable device’s patent portfolio protecting hardware, dashboard, app & data analytics software Medical device patentability analysis, prior art search, provisional & complete patent drafting, patent claims & patent drawings, patent filing in India, PCT, USPTO & EPO, responding to USPTO, UKIPO, MyIPO (Malaysia) & SIPO (Singapore) office actions Patent Landscape & Patentability Studies for innovations in Artificial Intelligence (AI & Chat bots), Internet of Things (IoT), Wearables, Driverless Cars, Virtual & Augmented Reality, 3D Printing, Drones, Mobile Payments (Digital Wallet) & FinTech Assisting Clients with Complex Patent Issues: Patent Searches, Patent Drafting, Patent Filing, Patent Office Examinations, Patent Prosecution, Patent Due Diligence & Patent Litigation Strategy Patent Strategy for International Patents, USPTO Filings, Drafting Office Action Response, Patent Reexaminations & Reissue Proceedings, Appeals to PTAB, Patent Office Trials, Inter Partes Review, Post-grant Review, Covered Business Method Patents, Interferences, Derivations & Appeals of PTAB Trial Decisions European Patent Practice, Patent Oppositions, Appeals, EPO Third Party Observations, Central Limitation and Revocation, Supplementary Protection Certificates (SPC) & United Kingdom (UK) Patent Practice Advisory Contact: http://clarity.fm/rdpatentlawyer Specialties: Litigation, Patent Litigation, Patent Infringement, Corporate & IP Strategy, Startups: Incorporation, Funding, Brand Management, Contracts & Agreements, Legal Research, SWOT, Corporate Governance, Due-diligence, Mergers & Acquisitions, Antitrust & Competition Laws, Regulatory Affairs, Freedom-to-Operate, Patent Drafting, Claim Drafting, Patent Searches, Office Actions Response, USPTO Patent appeal briefs, Patent Invalidation Analysis, Patent Opposition, Product-Claim Mapping, Patent EnforcementDue diligence • Blogging • Business Strategy • Intellectual Property • Patents • Patent Strategy • Patent Applications • Legal Advice • Cryptocurrency • blockchain •$2.92/min per minute4.9 36 44
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JPJeremy ParsonsPricing ninja. B2B, B2C, C2C. • OxfordI've been helping companies turn pricing into business advantage for 30 years. Almost everyone does it badly. So get an unfair advantage.Due diligence • Start-ups • Marketing Strategy • A/B Testing • SaaS • Pricing • Negotiation • Telecommunications • Pricing Strategy •$2.50/min per minute4.8 33 28
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RKRyan KuhnManaging Director at Westbury Group • Menlo Park, CATech industry investment banker. Harvard Business School grad. I help clients grow or cash out by finding them the right investors or acquisition targets. Also help them grow and/or save money by tweaking their business model, uncovering hidden value, optimizing balance sheet. Former head of M&A for McGraw-Hill, equity investor for PE firm GTCR, turned around and sold two tech companies. Commercial bank board member.Due diligence • Raising capital • M&A • Business Strategy • Valuation • Investment Banking • Mergers • M&A experience • Equities • Debt •$2.50/min per minute5.0 31 15
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JYJeff YatesActive Real Estate Investor and Landlord. • Houston, Texas AreaReal Estate Investor and Consultant specializing in investing in single family properties, renovations and property management. I invest in, and manage my own properties and enjoy coaching others on how to do the same - one house at a time.Due diligence • Real Estate • Startup Consulting • Investments • Investors • Financial Analysis • Real Estate Transactions • Investment Properties • Property Management • Foreclosures •$1.67/min per minute4.5 25 12
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JPJeff ParkExperienced FedEx Independant ContractorOver 15 years experience with FedEx Ground (Home Delivery, Ground, Linehaul) with over 50 routes across the US (Seattle, Dallas, New York, Miami, Atlanta, Cleveland, Chicago).Due diligence • Venture Capital • Financial Modeling • Investments • Alternative Investments • Fixed Income • Financial Reporting • Mutual Funds • Asset Managment • Series 63 •$3.33/min per minute4.9 12 3
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HMHolly MagisterM&A Consultant • USAIf selling your business is confusing, maybe even a bit scary, let's talk. As a CPA and Financial Planner, I've worked with hundreds of business owners as they prepare to sell their businesses and are not certain where to begin. I am a FORBES Contributor covering topics close to the heart of small business owners, founder of ExitPromise.com and will be pleased to help you too!Due diligence • Entrepreneurship • M&A • Business Strategy • New Business Development • Business Growth Strategies • Business Acquisition • Recapitalizations •$3.33/min per minute5.0 13 8
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BPBernd PetakEntrepreneur,Advisor,Consultant and Investment guy • Vancouver, BCBernd Petak is an advisor, mentor, consultant and investment professional to early and mid-stage internet-driven technology companies and their investors. After eight years as an engineer he graduated with a degree in business Bernd finished a tenure at Deloitte as a partner responsible for the firm’s regional strategy and operations practice. Bernd left Deloitte to found his first startup, a computer game development studio which exited via strategic sale. Since 2006, Bernd has provided strategy and operations advice to numerous technology companies including acting as COO, CFO and CEO to several. Bernd is an active contributor to the early-stage technology community as a mentor for several Vancouver-based accelerators and incubators. He formally advises a number of startups in Vancouver and San Francisco.Due diligence • Startup Consulting • Venture Capital • Web Applications • Financial Management • Strategic Planning • Mobile applications • Mergers • Financial Planning • Entrepreneurial Experience •$2.92/min per minute5.0 3 3
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LMLuis MataTech Minded Finance Professional • Seattle, WashingtonFounder, Tunengo.com | Vice President, vCustomer | Manager, WholesalePortal.com | Controller, Comm/netDue diligence • Start-ups • Strategy • Strategic Planning • Negotiation • Management • Corporate Finance • Accounting • Financial Analysis • Strategic Financial Planning •$1.50/min per minute5.0 4 11
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TFTodd FedermanBoard Member at SoMoLend • Cleveland/Akron, Ohio AreaExecutive Director of North Coast Angel Fund, the country's fifth largest angel investor group. North Coast manages two early-stage funds made up of 180 individual angel investors, and has invested in 34 early-stage companies since 2006. Todd manages the day-to-day operational activities of the Fund including deal flow, investment screening, pre-presentation coaching, due diligence team management, and term sheet and cap table development. Todd works closely with regional economic development groups, tech transfer organizations, incubators, and accelerators. Todd serves on the Boards of Directors for DecisionDesk,, StreamLink Software, SoMoLend, Intelligent Mobile Support. Prior to joining North Coast, Todd served as an independent consultant for the brand strategy team at AOL, where he led several word-of-mouth marketing and experiential marketing initiatives. Previously, Todd worked for Diamond Management and Technology Consultants, a global management consulting firm where he focused on program management for technology and organizational development efforts. Previously, Todd co-founded, and remains active with, “One With Nature,” an all natural line of health and beauty products sold in over 4,000 retail locations. Todd holds a bachelor’s degree in Finance from Kent State University and an MBA from the Fuqua School of Business at Duke University.Due diligence • Entrepreneurship • Raising Venture Capital • angel investing • Start-ups • Venture Capital • Pitching Ideas • Board of Director experience •$4.17/min per minute5.0 2 1
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FSFilip StojCorporate Finance / Banking • Toronto, ON, CanadaCorporate Finance / Banking professional with a comprehensive business insight, and a deep understanding of operating and financial models learned through diverse work experiences (banking, e-commerce, private equity investing, and assurance & advisory services). Fascinated by all aspects of business, investing, financial markets and technology since an early age. Highly motivated, enthusiastic and passionate individual with a strong desire to excel. Excellent financial analysis & reporting, financial modeling, due diligence, investment analysis, corporate strategy, presentation & business development skills. Able to connect and relate to all types of individuals in order to achieve a winning mutual relationship. Passionate about advising companies to achieve their full potential and reach their vision. Striving to always create value and make a positive impact for all stakeholders. Strong supporter of youth financial literacy, advancing technology, and entrepreneurship to build a better world. Specialties: Finance, Accounting, Investment Management, Investment Analysis, Private Equity, Venture Capital, Internet, Real Estate, Business Development, and Deal Structuring.Due diligence • Real Estate • Private Equity • Financial Modeling • Corporate Finance • Accounting • Financial Analysis • Financial Reporting • Investment Management • Cash Flow Forecasting •$1.67/min per minute5.0 1 3
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FKFred KangProduct Manager at SKOUT • San Francisco Bay AreaOne of the first members of the deal team at Andreessen Horowitz. Involved with seed stage to growth stage startups in both consumer and enterprise. Product manager at Skout with a focus on monetization and revenue.Due diligence • Raising capital • Start-ups • Product Management • Venture Capital •$2/min per minute5.0 1 1
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MGMirko GiordaniCEO and Founder of Prelia Strategic Advisory Group • RomeI am the CEO and Founder of Prelia, a boutique political risk and strategic intelligence outfit. Here on Clarity to help young people to break into the political risk & strategic intelligence industry. I take calls, 7 days a week, allow reasonable notice when booking the call.Due diligence • Business Intelligence • Competitive Intelligence • Political Consulting • M&A due diligence • Strategic Intelligence •$1/min per minute5.0 1 1
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JTJim TwerdahlGreater Los Angeles AreaFormer CEO of three consumer electronics companies. Advisor and consultant to middle market and start-up companies.Due diligence • Raising Venture Capital • Marketing Strategy • Consumer Products • Strategic Planning • International Business • Consumer Electronics • Advisory Boards • Market Planning • Expert Witness •$4.17/min per minute5.0 3 8
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JPJake PosesDirector of Product at Thumbtack, Inc. • San Francisco Bay AreaLead product @Thumbtack. Former private equity investor @BainCapitalDue diligence • Consumer Internet • Product Strategy • Private Equity • Product Development • Business Strategy • Management Consulting • Financial Modeling • M&A due diligence • LBO •$1.67/min per minute5.0 2 2
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JPJonathan PaskyPrincipal & CEO, PaskyIP • Greater Chicago Area// Principal & CEO, Pasky IP Law LLC // Entrepreneurial intellectual property and business law firm with experience in all aspects of patents, intellectual property, litigation and startup law. // Founder of DevNetwork // Media & events company: DataWeek + API World Conference & Expo (San Francisco); DeveloperWeek Conference & Festival (San Francisco); MobileWeek (New York); HackSummit (San Francisco); DeveloperWeek L.A.; DeveloperWeek Seattle; and the Data 2.0 Summit.Due diligence • Entrepreneurship • Start-ups • Venture Capital • Business Strategy • Digital Media • Conferences • Intellectual Property • Patents • Corporate Law •$4.17/min per minute5.0 1 2
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RJRenji JohnStartups, Technology Strategy & Due Diligence • AmsterdamEntrepreneur. Mentor @ Google LaunchPadx & Startupbootcamp. Advisory Board member to Startups. INSEAD MBA. I blog at http://bit.ly/renji_john_blogDue diligence • angel investing • Technology • Product Management • Digital Strategy • Product Strategy • Web Applications • Business Strategy • Early-stage Startups • System Architecture •$3.33/min per minute5.0 1 1
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KWKen WheatleyFounder, Royal Security Group LLC • Greater San Diego AreaFormer SVP with Sony Electronics, and former FBI Special Agent, with extensive domestic and international experience in business management, leadership, non-profit Boards, non-financial risk management, operational resilience, crisis management, corporate and supply chain security. Previously, founder and president of KenTech, Inc., a medical engineering and services company.Due diligence • Leadership • Management Consulting • Management • Crisis Management • Security • Business Continuity • Corporate Security •$3.33/min per minute5.0 1 12
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MPMark Peter DavisSerial Founder + Venture Capitalist • New York, NYManaging Partner @ Interplay. Serial Founder + VC.Due diligence • Entrepreneurship • angel investing • Start-ups • Private Equity • Venture Capital • Business Strategy • Corporate Development • Mergers • Commercialization •$16.67/min per minute5.0 1 1
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PCPeter ClarkNew Brunswick, CanadaActive VC investor (GrowthWorks Atlantic); Formerly a finance and corporate development executive at early stage companies (Barrett Xplore, Covad Communications) and multinational corporations (Teletech, TCI Communications) in the US and Canada. Scratching the social entrepreneurship itch through the Fredericton Community Foundation.Due diligence • Business Development • Private Equity • Venture Capital • Corporate Development • Financial Modeling • Corporate Finance •$1.67/min per minute5.0 1 0
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