“I switched completely my mindset from growth to get these documents ready… they started losing trust.”
RP
Riccardo Pisano
Practical Founders Podcast ·
“The DD was started from day one of building the business, shared folders, corporate documents all kept centrally, centralized CRM, better record keeping”
Owner To Owner Podcast · Three Successful Exits - what this ex M&A lawyer learned about Earnouts: Tony Simmons:
Play from 28:55
28:55
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What was described
Created a continuously ready data room by starting due-diligence documentation from day one, using shared folders, centralized CRM and corporate documents kept centrally
Said nearby on the same subject
“We built out an agent that lives inside of Microsoft Teams and allows all parts of our organization to access a centralized knowledge base and see live data from our ERP, our CRM, and other internal software tools”
♫
Said on In The Trenches
“The new property manager started documenting things... we had the documentation saying... they were lying. My insurance ... paid around $14,000 to $15,000 to settle the case.”
JS
Jaspreet Singh
Afford Anything | Get Smarter With Money ·
“USTR reporting to commerce ... creates bureaucracy, more hands and more centralization and decision making, it doesn't work.”
CG
Carlos Gutierrez
Future Commerce ·
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