Buy and Build

Ep 52: From Valuation to Closing to Post Acquisition Integration- A Full Service M&A Specialist (Julie Wilkinson)

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Oct 31, 2022
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ANECDOTE

Inspiration for Wilkinson Accounting Solutions

  • Julie Wilkinson, a chartered accountant, worked for a large retail company that acquired SMEs.
  • She was surprised by the lack of financial structure in the acquired businesses, which inspired her to start her own accounting firm.
INSIGHT

Lack of Structure in SMEs

  • Many SMEs lack structured finances and reporting, even those with significant turnover.
  • This gap in the market led Julie Wilkinson to offer operational and commercial support to these businesses.
ADVICE

Importance of Operational Due Diligence

  • Operational due diligence is crucial for assessing a business's sustainability.
  • Focus on operational information to understand the business's future potential and avoid valuation discrepancies.
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