Spotting Red Flags: 6 Financial and Tax Issues to Explore Before Buying a Business

By Gretchen Roberts

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Richard Pasquantonio and Gretchen Roberts recently joined Mary Ostafi from FractionX for a fireside chat on how to perform financial due diligence when acquiring a business. Watch the replay below and explore our M&A Due Diligence services from financial due diligence and tax structure to cash flow modeling and asset allocation.

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Gretchen Roberts

Gretchen Roberts is CEO of Red Bike Advisors LLC. As a business owner herself, Gretchen has a deep understanding of the problems, questions, and financial pain points that business owners experience on a daily basis, and how strategic financial and tax planning is the key to "breakaway" business growth and success.