Compare These Top Vendors for Valuation Advisory Consultants


Consulting services for business valuation of mergers and acquisitions.
Bank of America Merrill Lynch

Bank of America Merrill Lynch Offers Industry-Leading Retirement & Benefit Plan Solutions. Find Out How Our Vast Resources, Personalized Advice & Thought Leadership Can Help Your Employees Achieve Financial Wellness Today.

Bank of America Merrill LynchVisit www.benefitplans.baml.com

Search Results

Equipment Appraisal Services

Equipment Appraisal Services has machinery and equipment appraisers to complete USPAP certified reports for lenders, attorneys, and accountants.

http://www.equipmentappraisal.com
401k Plans

Information on 401(k) plans.

www.business.com/finance/401k-plans/
401k Rollover

Business directory to 401k rollover information and advice.

www.business.com/finance/401k-rollover/
403(b) Plans

Resources and services for 403(b) plans.

www.business.com/finance/403b-plans/
Retirement Consultants

Retirement industry advisers and consultants.

www.business.com/finance/retirement-consultants/
Retirement Plans

Companies that provide retirement plan benefits, including 401k plans and pensions. Get information on corporate retirement plans, or how to offer retirement benefits for employees.

www.business.com/finance/retirement-plans/
401k

401(k) plans allow employees to save for their retirement by contributing a portion of their wages to an individual account. Employers can also contribute to 401(k) plans in the form of employee benefits; be sure your 401(k) vendor can manage your employees’ investments wisely.

www.business.com/finance/401k/
401(k) Plans Key Terms

Source: /guides/401-k-plans-key-terms-33062/

Learning about 401(k) plans key terms is a good place to start if you're considering starting up a retirement fund for your employees. From automatic enrollment to matching, after-tax and pre-tax contributions, 401(k) plans have several terms you may want to know before beginning one of these programs. Read More »

401(k) Plans Industry Overview

Source: /guides/401-k-plans-industry-overview-21253/

The 401k plan grew from a little known tax code loophole--which is where the 401k name came from--to the most common way workers invest for their retirement. This industry possesses trillions of dollars in allocated 401k retirement plan contributions. Read More »

Conducting Business Deal Due Diligence


"Due diligence" means doing your homework about the other party before entering into a business deal. You need to be diligent about investigating the claims made by your potential partner about the market, the service or the product, his finances and more. When performing due diligence, bear in mind that:
  1. It is a long and arduous process and could take weeks. Make sure your potential partner gives you the time needed to conduct the research.
  2. You're going to have to ask tough questions, and be dogged in seeking out documents about the company or person. Don't be afraid to ask your potential business partner pointed questions, such as whether the company has run afoul of regulators or has been the subject of a criminal investigation.
  3. A team of legal and financial professionals — including lawyers and accountants — should help you perform the due diligence.

Learn from the experts

A number of experts have books that take you through the process step by step.

Prepare a list of concerns and issues

It helps to have a checklist in hand before beginning to perform due diligence.

Use a spreadsheet approach

Diomo offers a spreadsheet and formula to analyze and score businesses components such as products/services, sales, contracts, employee replacement issues, etc.

Hire a due diligence service

Some firms will run a background check, locate assets, verify property value and do additional research using public records to do due diligence for you.

Set up an online data room

Go online to set up a data room, a central secure location where multiple parties (corporate business developers, investment bankers, lawyers, accountants, and consultants) can review information. It can be easier than using paper or e-mailing information.

Access proprietary databases

The World Wide Web has a host of databases that can help you research a company

Get the Latest Tips and News

Access blogs and forums that discuss common stumbling points and missteps in conducting due diligence
  • Start early - begin researching a company the moment you become interested in it.
  • Stipulate the time period for due diligence in your contract with your partner
  • Pick up the phone and call business associates of the other party and ask about the business
  • Talk with your potential partner's competitors.