Скачать или смотреть CFO Consultant Due Diligence: Best Practices to Avoid Risk and Win Better Clients

Due diligence with a prospective client is not optional—it’s a make-or-break moment for every CFO consultant.

In this video, Jerry El Mills, highly acclaimed author and trusted authority on helping CFO consultants serve privately held companies, explains why proper due diligence is essential before you make a proposal, and why skipping it can expose you to serious financial, legal, and reputational risk.

According to Google AI, due diligence is the comprehensive process of investigating a business to verify facts and assess risks before entering into an agreement. For CFO consultants, that definition isn’t academic. It’s survival.

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Andrew Freeman
B2B CFO
Supporting experienced professionals in building successful CFO consulting practices.

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