Operational Due Diligence

  • If you are considering selling your business or a piece of your business …

  • Or if you are considering purchasing a business …

  • You’ll want a critical review of the business operations.

What is Operational Due Diligence ?

Operational Due Diligence is a review of the main operations of a target company and attempts to confirm (or not) that the business plan that has been provided is achievable with the existing operational facilities plus the capital expenditure that is outlined in the business plan.  Additionally the diligence will consider whether there is the potential for additional value from the target company by improving its operational function.  There is also consideration to operational risks that the potential buyer should consider.  If there are significant or material risk the buyer may want to not purchase the company of as a minimum renegotiating the price.

An Operational Due Diligence review is often performed by a third party. The diligence is usually requested by the bank or other party that is backing the deal and is interested in the downside risks.

Focus areas include but are not limited to:

  • Sales
  • Executive Sales
  • Executive Sales Management
  • Corporate Marketing
  • Channels Marketing
  • Internet Marketing
  • Professional Services (Start Up through International Management)
  • Break Fix Services
  • Information Technology
  •  R&D
  • Supply Chain
  • Manufacturing
  • Intellectual Property and Capital
  • Human Resources
  • Market Analysis

What is business consulting

the practice of helping an organisation improve their performance, through the analysis of existing organisational issues and development of plans for improvement.

Here at D&R Creative you’ll get Business Consulting from an expert with over 35 years of real world experience in the High Tech Industry.

Couple that with an additional 8 years in Financial Services Industry performing Due Diligence on distressed companies has given me an exceptional understanding of how to analyze and find operational  improvements for your business operations.

Specialties Include:

  • Sales
  • Executive Sales
  • Executive Sales Management
  • Corporate Marketing
  • Channels Marketing
  • Internet Marketing
  • Professional Services (Start Up through International Management)
  • Break Fix Services
  •  R&D
  • Market Analysis

Full Business Modeling to include but not be limited to Revenue Recognition, Opex, Capex analysis and future projections.



Business Planning Services

When Building a Business Plan or Updating a Business Plan most people understandably focus on the financials.  However, how the business has operated in the past and how it will operate in the future dictates the future financials.

Let us apply a critical operational analysis and tie it into the financial analysis of your business plan.  We can validate your business’ financial projections and assumptions allowing piece of mind.

Your business plan is more then:

  •  Historical Profit & Loss
  • Pro Forma Profit & Loss Monthly Accrued Analysis
  • Pro Forma Profit & Loss Annual Analysis
  • Current Cash Analysis
  • Pro Forma Cash Flow
  • Balance Sheet
  • Pro Forma Balance Sheet
  • Ratio Analysis
  • Past Performance
  • Personnel Plan
  • Benchmarks
  • Financial History
  • Pro Forma Income Statement
  • Capital Equipment Analysis
  • Operational Expenses Analysis
  • Benefits Analysis
  • Accounts Payable
  • Accounts Receivable
  • Depreciation
  • Tax Analysis
  • Business Loan Analysis

You need to consider Management Effectiveness, Management Styles, Business Culture issues, Policies, Procedures and Business Practices. Market conditions and projections as well as a competitive analysis are critical. Operational considerations to include Sales Marketing, Services, R&D, Information Technology, Logistics, Legal, Human Resources and possibly Engineering all need a deep drive and a critical analysis to ensure success.

We have the real world experience in all these area help you make the best possible decision.


Executive Coaching

If you need a Consulting Partner to hold you accountable and give you insights into driving your business to the next level including vertical or horizontal expansion, you can turn to D&R.  CALL US AT  (480) 948-1998