Operational Due Diligence
What is Operational Due Diligence?
Robust systems drive value. Operational due diligence is the assessment of core structures in a business, such as legal, finance, HR, and operations. Routine analysis ensures a business is optimized for future earnings and gives investors key insights into areas that could use more development. Gain both a clear picture of a clear picture of a business’s present day-to-day operations and future potential.
Why Get an Operational Due Diligence Assessment?
This assessment provides critical, comprehensive insights into the operational health and performance capabilities of a business. It finds important growth opportunities for a business and builds investor confidence in operational management.
Our Service Answers Questions Like:
Our Process
Initial Assessment & Planning
Define the scope and objectives of the due diligence.
Identify key areas to focus on, such as management, operations, technology, and processes.
Data Collection
Request and review relevant documents, such as organizational charts, process maps, and key performance indicators (KPIs).
Conduct interviews with key personnel to gather insights into operations.
Operations Analysis
Evaluate the efficiency and effectiveness of business processes.
Assess the quality and reliability of technology and systems in place.
Review supply chain management, inventory control, and production processes.
Review
Analyze the capabilities and experience of the management team.
Assess the organizational structure to determine if it supports the company’s strategic goals.
Evaluate the company’s culture and employee engagement levels.
Risk Assessment
Identify operational risks, such as dependencies on key personnel or suppliers.
Evaluate compliance with relevant regulations and standards.
Assess the company’s ability to manage and mitigate identified risks.
Reporting
Compile findings into a comprehensive report.
Provide recommendations for addressing identified issues and improving operations.
Present the findings to stakeholders and discuss the next steps.
Why Partner with FE International?
FE International provides a dedicated, highly specialized partnership that understands the ins and outs of the lower middle market tech industry.
Since 2010, we’ve analyzed thousands of tech companies with our data-driven process, so we understand the metrics that matter when analyzing the financials of a business. Our team of licensed CFAs and CAs is specialized in international transactions with locations in New York City, London, Mumbai, Miami, and San Francisco.
Our Services
Exit Planning Services
Your business is your work, your future is our responsibility. Our team provides comprehensive exit planning services to help ensure you’re ready to take the steps toward selling without leaving value on the table.
Quality of Earnings
Gain a transparent and accurate analysis of your target business’ reported earnings, like recurring transactions, market demand, and revenue stability. Make informed decisions with a comprehensive understanding of the financial integrity of a potential transaction.
Technical Due Diligence
Bridge the gap between investors and developers with our unbiased assessment of a product’s code quality, functionality, tech stack, and logic. Identify any weaknesses in security, compliance, scalability, and other factors influencing an investment.
409A Valuations
Issue stock options and equity with confidence with FE International’s 409A valuations. Stand up to regulatory review and drive strategic decision-making with clear, defensible valuation assessments.
Operational Due Diligence
Uncover the strengths and weaknesses of a business's operational process. Our analysis covers supply chain, logistics, procurement, and departmental efficiencies. Find the red flags and untapped potential of a target business.
Exit Planning Services
Your business is your work, your future is our responsibility. Our team provides comprehensive exit planning services to help ensure you’re ready to take the steps toward selling without leaving value on the table.
Quality of Earnings
Gain a transparent and accurate analysis of your target business’ reported earnings, like recurring transactions, market demand, and revenue stability. Make informed decisions with a comprehensive understanding of the financial integrity of a potential transaction.
Technical Due Diligence
Bridge the gap between investors and developers with our unbiased assessment of a product’s code quality, functionality, tech stack, and logic. Identify any weaknesses in security, compliance, scalability, and other factors influencing an investment.
409A Valuations
Issue stock options and equity with confidence with FE International’s 409A valuations. Stand up to regulatory review and drive strategic decision-making with clear, defensible valuation assessments.
Operational Due Diligence
Uncover the strengths and weaknesses of a business's operational process. Our analysis covers supply chain, logistics, procurement, and departmental efficiencies. Find the red flags and untapped potential of a target business.