Location Name
Heritage 5
Description
Breakout
Scaling Diligence to Deal Size
As lower middle market deal activity grows, aligning service value with deal size has become increasingly important. To meet these demands, it’s essential to adjust the scope and deliverables of diligence to match the needs of each transaction. Many deals require both legal and accounting diligence, but concerns around fees and services persist. This session will explore practical strategies and levers for tailoring diligence to better fit deal sizes, ensuring value without compromising quality.
CPE Credit: 1 - Specialized Knowledge
PRESENTED BY
Date & Time
Wednesday, January 22, 2025, 9:00 AM - 9:50 AM
Speakers
Christine Hollinden, CEO | Hollinden Marketing Solutions, LLC
Michael Landers, Partner | UHY LLP
Darryl Mazow, Partner | Shackelford McKinley & Norton LLP
Michael Landers, Partner | UHY LLP
Darryl Mazow, Partner | Shackelford McKinley & Norton LLP


