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The Importance of Conducting a Quality of Earnings in M&A

Importance of Managing Organized Quality of Earnings in M&A

An M&A Science Podcast

Hosted by Kison Patel

 Try to put yourself in the buyer’s shoes. Then try to put yourself in the seller’s shoes. And then try to put yourself in the advisor’s shoes as well. In each position, remain objective.

On this episode

Andrew Jordan, a Director at Cohen & Company, shares his knowledge on M&A and quality of earnings, and specifically, how they correlate with each other.

Previously, Jordan was a Principal at Riveron Consulting, where he provided transaction advisory services and had his hand in M&A for the last 8 years.

In this podcast, Jordan discusses why we are seeing more and more sellers, rather than buyers, seeking their own quality of earnings prior to initiating a deal.

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Show Notes

0:00 – 0:47 Summary of Andrew’s background 

0:48 – 5:44 Advantages to sellers doing Quality of Earnings (Q of E) analysis

5:45 – 6:51 When to get buyers involved in process

6:52 – 9:51 Biggest challenge from financial accounting due diligence process

9:52 – 10:39 Particular strategies to overcome data challenges

10:40 – 19:19 Interesting and extreme expense item discoveries

19:20 – 25:38 Evaluating Q of E adjustments

25:39 – 26:30 How see diligence process evolving

26:31 – 27:27 Assuring proper controls, both in and outside of Q of E analysis

27:28 – 33:19 Key lessons learned

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