Dear Clients, Colleagues and Friends:

The Exit Planning Institute: Diligence – Avoiding Re-Pricing and Tanked Deals

We are pleased to announce that David Farrell will be co-presenting at the Exit Planning Institute (“EPI”) on Diligence – Avoiding Re-pricing and Tanked Deals on October 18th.

EPI Chapter Monthly Meeting on October 18th at 7.30am at Ritz-Carlton, Tyson’s Corner

If the LOI is where a deal is born, diligence can be where it dies an early death. In the worst cases, poor diligence sets the acquirer up for significant heartache post closing. With that in mind, what can we do to ensure that sellers are ready, buyers are efficient, and deals go smoothly through closing and beyond?

Key Topics

  • Diligence Best Practices
  • Diligence Traps
  • Pre-Diligence
  • Critical GovCon Focus Areas
  • Timing Issues
  • Balancing Disclosures vs. Surety of Close

Learning Objectives

  • Understand primary diligence concerns for Federal Contractors
  • Learn about the “pre-diligence” phase, to include Management Prep and creating a Virtual Deal Room
  • Understand timing issues: when does the buyer meet key employees? Critical customers?


  • David Farrell, Farrell Advisory
  • Aaron Ghais, Shulman Rodgers and Dave West, Wolf Den Associates