Buy and Build Ep 52: From Valuation to Closing to Post Acquisition Integration- A Full Service M&A Specialist (Julie Wilkinson)
5 snips
Oct 31, 2022 Chartered accountant and M&A specialist Julie Wilkinson explores how buyers value and structure deals, conduct financial and operational due diligence, and manage cash flow across a growing group. The conversation also covers joint ventures, planning an eventual exit, and why a business needs managers beyond its owner.
AI Snips
Chapters
Transcript
Episode notes
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.
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.
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.