Due Diligence Techniques and Analysis: Critical Questions for Business Decisions

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Greenwood Publishing Group, 1996 - Business & Economics - 262 pages
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For buyers of a business or anyone involved in any phase of the due diligence process, Gordon Bing provides a unique, comprehensive, one-volume source of information and guidance. His book will help investors research, evaluate, and understand an existing or proposed business not only from a financial standpoint, but also from equally important nonfinancial standpoints. It provides a full explanation of the due diligence process, including systematic methods to determine the information you need, why you need it, and how to get it. Keyed to each topic, chapter by chapter, is a full list of specific questions that should be asked during due diligence proceedings to be studied beforehand and carried with you as a valuable on-the-spot reference. A unique, practical resource for professionals and a hands-on text for students in business schools and upper division undergraduate courses in mergers and acquisitions.

Chapters 1 and 2 discuss how to plan, organize, and conduct due diligence. In Chapter 3, Bing shows how to construct a list of the information and documents you will need. Chapter 4, by M&A attorneys James W. Ryan and Robert C. Beasley, deals with the legal aspects, responsibilities, and perils of performing or failing to perform due diligence. From there the book focuses on specific areas of due diligence inquiry--including management, marketing, human resource and other important functions--and helps you develop your own tailor-made investigation best suited to the company you are studying. The book concludes with a unique checklist of all the questions explained earlier--a manual you can study beforehand and then carry with you into meetings on site.

 

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Contents

Planning Due Diligence
1
Conducting Due Diligence
14
Constructing the Checklist
25
Due Diligence from a Legal Perspective
29
Business Description and Basic Information
68
Critical Early Questions
71
Capital Structure and Ownership
78
Management
87
Intercompany Transactions
207
Investment Questions and Issues
210
The Critical Questions for Business Decisions
213
Chapter 6
214
Chapter 7
216
Chapter 8
218
Chapter 9
220
Chapter 10
221

Products and Services
94
RD and Technology
99
Real Estate and Facilities
104
Markets Competition and Customers
107
Marketing
111
Pricing
115
Advertising and Public Relations
118
Manufacturing
121
Purchasing
125
Human Resources
130
Employee Compensation and Benefits
134
Corporate Culture
137
Legal
142
Information Systems
147
Budgeting and Planning
150
Insurance and Bonding
153
Environmental Issues
157
Debt and Banking
160
Investments and Cash Management
165
Taxes
171
Accounting General Questions
175
Accounting Policies
179
Cash
184
Accounts and Notes Receivable
186
Inventory
190
Fixed and Other Assets
194
Liabilities
198
Backlog and Income Recognition
201
Cost of Sales Selling and Administrative Expenses
204
Chapter 11
222
Chapter 12
224
Chapter 13
225
Chapter 14
227
Chapter 15
228
Chapter 17
230
Chapter 18
231
Chapter 19
233
Chapter 20
234
Chapter 21
236
Chapter 22
238
Chapter 23
239
Chapter 24
240
Chapter 25
241
Chapter 26
242
Chapter 27
243
Chapter 28
245
Chapter 29
246
Chapter 31
247
Chapter 32
248
Chapter 33
249
Chapter 34
250
Chapter 35
252
Chapter 37
253
Chapter 38
254
Chapter 39
255
Selected Bibliography
257
Index
259
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About the author (1996)

GORDON BING is a Houston-based independent consultant specializing in multi-million dollar acquisitions and mergers in a wide variety of industries since 1978./e Prior to 1978 he was vice president of a public company managing an international acquisition and divestment program, and earlier an executive specializing in industrial relations and labor relations management. He is the author of two previous books, Corporate Divestment and Corporate Acquisitions.

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