Friday, June 29, 2012

SRO at Due Diligence Workshop

Chuck Roxin leading the Due Diligence Workshop
On Wednesday, ZINO Society hosted a Brown Bag Due Diligence Workshop led by ZBDS Managing Director, Chuck Roxin to a standing room only crowd.  The motto of ZBDS is "A well managed company is a good invesment".  It was a fascinating workshop.  Chuck began with the three primary questions every business should ask:
  1. Is there a market?
  2. Can we deliver?
  3. Can we make any money?
The workshop was attended by 33 ZINO Society members and guests; people who were interested in getting their businesses ready for an exit and people who are just getting started with brand-new companies and ideas.  There was a good amount of interaction between Chuck and the attendees including ZINO Society Advisory Board and Wine Professional Member, Greg Lill,  Elite Roundtable members, Michael Roupp and Ajit Sukesan, ZINOpreneurs Ken Battie, Don Rule, Mary Waiss, Pam Blanton, Rick BalakierBill Barnard and Chris Leyerle, and Coaching Board Members Peter Thermos, Darlin Gray, Kate Holmes, Carol Koutonias-Ray, and Doug Christy.

Chuck shared a number of insights and Due Diligence instruments that can be used as templates for performing due diligence.  Of course, Chuck, and his group of first-class consultants are also available and willing to help lead a company through preparation of their due diligence.

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