Confirming what you know and finding what you don't
I’m busy with holidays, client work, and completing a big new project (watch for announcements), so I’ll be running some oldies-but-goodies for the next month or so. Enjoy this...
It’s hard to believe, but it’s been 20 years since that fateful email message – the one that changed my career. At the time, I was in grad school,...
It’s time for another of rerun of a top post for the year. This was originally posted in April 2019. I’m currently reading One Small Step Can Change Your...
I’ve just returned from Orlando after attending the incredible OSMOSIS conference, where I heard well-known speakers and networked with hundreds of other investigators. At the Bits & Bytes networking...
This was originally published in March 2019. Since it was the top post for the past year, and I’m preparing some upcoming presentations on this very topic, I thought...
TMI. Too much information. Can the results of an investigation or research project provide so much information, that it’s overwhelming? To you and your client? A recent question from...
In a recent post, I talked about the importance of verifying your sources, and, in response, many of you have asked me this: “How do I know if I...
You’re looking for a financial planner, a trusted adviser and professional. Where do you go? Maybe you try LetsMakeAPlan.org, a directory operated by the Certified Financial Planner Board of...
Due diligence background investigations and compliance background checks. It’s easy to get them confused. Both processes verify that people and companies are who they say they are, and they’re...
Lately I’ve been reading a lot about M&A and other deal-making processes. I’m learning who’s involved, what steps need to be taken before signing on the dotted line, and...