Steve Brindle: How To Protect Your Valuation Through Due Diligence

By Design Advisors: The Way To Value Podcast

If you think due diligence is just paperwork, wait until the 16 tabs hit your inbox.

In this episode, Steve Brindle (Advoco co-founder) explains how he led the financial excellence and due diligence that took the team from LOI to close in their acquisition—what buyers really check, why simple books beat “lipstick on a pig,” and when to say no without tanking the deal.

You’ll hear how multiple groups (finance, legal, HR, comp) ask for overlapping info in different formats, why consistency is better than spikes in your numbers, when to use accrual vs. cash reporting, and the surprising “wine clause” they had to negotiate out of the final contract. Plus: Why Advoco ran company-wide goals (not project P&Ls) to avoid silos—and how that still passed buyer scrutiny.

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Finding Significance by Marty Osborne – https://www.amazon.com/dp/B0DTQD79BH/

Take the DISC Assessment – https://profiles.innermetrix.com/VO/b2a2eb33/en

Website: https://www.bydesignadvisors.com/

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