Ep 03: Sharing 30 Years of Insights as A Due Diligence Professional
Mar 16, 2022•51 min•Season 1Ep. 3
Episode description
Episode 03 Sharing 30 years of insights as a due diligence professional, with L Burke Files, Knowledge Specialist, International Finance and Due Diligence – Alpha Tax with Matt Chancey Private party due diligence exists, but the average person may not know that it exists. People think that if they have an accountant and a lawyer, it’s enough, but it’s not. L. Burke Files is an international business professional focused on due diligence, financial investigations, and supporting owners growing their business with a team of seasoned experts in branding, marketing, and customer acquisition. He has run cases in over 136 countries and is also the authors of the multi award-winning book, Due Diligence for the Financial Professional. Our conversation covers cases studies where Burke has found issues that help investors make associated risks. Highlights include: The widget case and implications. Why independent third-party fact checks are necessary in the private market. An example of an acquisition investigation. Lessons learned from the book, Thinking Fast and Slow. The importance of making decisions based on facts, not biases. More great stories, teaching and the certification process. Enjoy the show! Connect with Burke: Website: https://www.burkefiles.com/ Connect with Matt: Website: https://www.mattchanceylive.com/home1615404071938 Matthew Chancey is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Neither Coastal Equities, Inc. nor Coastal Investment Advisors, Inc. is affiliated with Micel Financial LLC. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Learn more about your ad choices. Visit megaphone.fm/adchoices
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