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How to analyze deals?

April 26, 2017analyze Deals

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How to analyze deals?

1 Answer

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• Use an MRI/PRI Evaluator tool tailored by you and your investment advisor. • Let your investment advisor know that you expect a full financial due diligence process on SMSI recommendations – the same due diligence they would perform for any other investment recommendation. • Tell her that you will perform the mission / program related due diligence. This will require contacting the principals. • Ask other SMSI investors to share their due diligence process so you can continue to hone your own.