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On Due Diligence Challenges and Changing Directions

I recently had the pleasure of working with a large, privately held food company where I assisted the company’s CEO and Controller with an M&A due diligence process. As I was building out a financial analysis showing the various streams of revenue, a somewhat surprising dilemma arose: the naming conventions for the various divisions and product lines, created years ago, had become dated and potentially confusing to a potential acquirer.

Working with senior leadership, we revisited the out-of-date naming conventions and ultimately came up with new, more-intuitive division and product titles. Not something I was expecting to tackle during an M&A project, but it was very intellectually engaging and hopefully useful to the client!

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Learn more about due diligence decision making in our Sell-Side Due Diligence Decision Tree.

Careers at 8020 Consulting

We take pride in nurturing long-term relationships with our team members and our clients. If you’re interested in working on our team of accounting and finance consultants, visit the careers section of our website to learn more about life at 8020. You can also put in an application for consideration by following the instructions at the bottom of the page:

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About Mitch

Mitch has more than 13 years of finance and systems experience across entertainment, engineering and technology industries in both private and public companies. As a consultant, Mitch has advised on M&A and capital raise projects, provided post-merger integration services, created budgeting and forecasting models and performed system implementations including NetSuite and Tableau. Prior to 8020 Consulting, Mitch worked at AECOM, Hulu and Yahoo, where he served in both corporate finance and corporate development capacities. Mitch began his career as an investment banker at Wells Fargo Securities, providing investment banking services to middle-market clients. Mitch completed his undergraduate work at Claremont McKenna College and earned his MBA from Washington State University.

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