How To Conduct Due Diligence on SBA M&A Transactions with Andy Cox | Ep. 20 | My SBA Loan Pro Podcast
Description
Andy, a former San Francisco Police Sergeant Inspector, spent 20 years investigating crimes and uncovering the truth. Now, he uses those same skills to help business owners and investors perform deep due diligence for M&A deals. In this episode, he reveals:
The biggest red flags that a person or company is not who they claim to be.
How to spot fake testimonials and fabricated business credentials.
The psychological reasons buyers ignore glaring warning signs (it's not just greed).
The real-world sources he uses to investigate executives and businesses.
Why trusting your gut feeling may save you time and money.
Learn how to protect yourself from costly mistakes by seeing the world through the eyes of a detective.
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LinkedIn: https://linkedin.com/in/ryanpatryck
Key Chapters:
0:00 - Introduction
0:50 - Career Pivot
2:15 - Detective Skills
3:10 - Changed Perspective
4:15 - Daily Routine
6:10 - Retirement Decision
7:45 - Becoming a PI
9:30 - Company Introduction
11:15 - Investigation Sources
13:00 - Red Flags
15:45 - Client Reactions
More Subject Matter Experts Playlist
https://youtube.com/playlist?list=PL1v-z-ZlTQ4FuSfq8GRuV9jJY3dd5vw9p&si=04XGGOYICU8pngKN
More ThinkSBA Resources
https://calendly.com/thinksba - Schedule Call
https://g.page/thinksba - Google Business Page & Reviews
https://thinksba.com/faq - Frequently Asked Questions
https://mysbaloanpro.com - My SBA Loan Pro Podcast
http://youtube.com/@thinksba - YouTube Channel
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