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Trust, but reconcile. Your Guide to Efficient Accounting Diligence.
Trust, but reconcile. Your Guide to Efficient Accounting Diligence.

Wed, Oct 21

|

Virtual

Trust, but reconcile. Your Guide to Efficient Accounting Diligence.

Time & Location

Oct 21, 2026, 5:00 PM – 6:00 PM EDT

Virtual

About the event

Whether you're evaluating your first acquisition or scaling a portfolio, knowing how to read financial statements is non-negotiable. It's the difference between a great deal and a costly mistake.


In this live training session, Archie Jones—a CPA and Senior Lecturer at Harvard Business School—breaks down the fundamentals of accounting diligence designed specifically for searchers and operators. Learn the metrics that matter, the questions to ask, and the practices that protect your deals before and after closing.


You'll Walk Away With:

  • A framework for analyzing financial statements with confidence

  • Key metrics and indicators to prioritize

  • Red flags to watch for and how to investigate them

  • Questions to ask sellers and advisors

  • Best practices for pre-close and post-close reviews

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