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Lori Gleeman Attends Dealmakers Breakfast Series
From the Desk of Lori Gleeman:
Thank you BDO and Todd Kinney for hosting the informative Dealmakers Breakfast Series discussion in beautiful Times Square at Duane Morris. This conversation was focused on due diligence, both pre and post LOI, specifically for owner-CEOs and family offices to lower and middle market private equity. I appreciated panelist Stephanie Davies', of Stout Risius Ross Advisors, five most important points when performing diligence:
flesh out key issues as soon as possible
push for steady momentum
continue to communicate
A business relationship is a personal relationship and should be treated as such for the best possible outcome.