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Allocating Money and the Due Diligence Process: Expert Tips

Mar 8, 2021

Discover the secrets to successful money allocation and due diligence. Tune in below as we delve into the world of investment and operational due diligence, and get expert tips from Carl Friedrich and Steve Perrino from Excelsior Investment Advisors, LLC. Packed with real-life examples and unique approaches, this presentation is a must-see for fund managers. Don’t miss out on this valuable opportunity to enhance your due diligence process!

For more information about the presentation or the Richey May Capital Education Series, or to recommend topics to be covered during the series, please contact Steve Vlasak

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Some of these items predate Richey May’s restructuring to an alternative practice structure. Richey May is no longer a CPA firm. All Attest services are provided by Richey, May & Co., LLP.

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