Assessing Risk, Operational Due Diligence:
Most clients focus on the management team. If you are investing in a company that is growing or changing,
you must take a closer look at the day-to-day operation.
This is where vision comes to life, in the form of people, process, and teamwork.
- Evaluate management effectiveness as leaders.
The ability to set the right tone and unify a team is critical. I look at the quality of management, which is reflected in their team.
- Review details of growth
Growth means change, which requires a flexible operating plan. I evaluate each stage for necessary resources and realistic expectations.
- Define clear goals and priorities
Often, strategy is unclear and there are too many priorities. I review the to-do list to determine if it is focused and doable.
- Determine if the team is organized and primed to execute
Often the team lacks structure and motivation. I review processes, workflows, schedules, responsibilities and incentives.