Webinar: Acquisition Due Diligence: Customer Analysis

Acquisition Due Diligence: Customer Analysis - Overview: Customer concentration and retention are two of the most important — and often overlooked — factors that determine whether an acquisition is truly sustainable. How to analyze customer data during financial due diligence to uncover risks, validate revenue stability, and understand the true health of a target company’s customer base. Register: https://us06web.zoom.us/webinar/register/###-###-#### /WN_NaF443tPTnqdIrf3BTd0jQ - What You’ll Learn: Customer Concentration Risks: How to evaluate dependency on top customers and what thresholds signal potential risk. Revenue Stability & Retention: How to calculate gross revenue retention (GRR), net dollar retention (NDR), and churn rates — and what they reveal about business health. Cohort and Lifetime Value Analysis: Techniques to assess customer lifetime value (LTV), acquisition cost, and historical growth trends. Customer Mix & Segmentation: Why understanding the mix of new vs. recurring customers is essential for validating sustainable earnings. Red Flags in Customer Data: Identifying inconsistencies in revenue by customer reports, one-time spikes, or unverified accounts. - Why It Matters: A business with a strong customer base is one with predictable earnings. By analyzing concentration, retention, and churn metrics, buyers can validate whether the revenue story presented by the seller truly supports the purchase price — or if there are underlying risks that could derail future cash flow. This Session is a part of the 2025 Business Acquisition Webinar Series. Hosted by Patrick of O'Connell Advisory Group Connect with Patrick O'Connell: http://www.linkedin.com/comm/mynetwork/discovery-see-all?usecase=PEOPLE_FOLLOWS&followMember=patrick-o-connell-3b235177 About O'Connell Advisory Group: https://oconnelladvisorygroup.com/