(This is a continuation of a series on Business Valuations)

Phase VIII – Due Diligence DVD – presents a digital versatile disc or memory stick that contains certain underlying information, setting forth the disclosures made by the company. A Trusted Business Advisor shall vet the contents to make it appropriate for a Transaction, but not engage in the verification of any information provided by the Client. This facilitates a prospective investor’s decision-making process and minimizes costs, as the credible backup validates the investment opportunity.

Phase IX – Business Continuity Plan (BCP)

Business Continuity has two goals: (1) business as usual during strategic planning or a capital markets transaction, and (2) disaster recovery planning. Both include creating a working BCP; including Step-By-Step Business Impact Analysis, Risk Assessment, and more.

• Assures that significant disruptive incidents can interrupt its normal business operations. If the company has a high level of dependency upon its automated systems and processes and this creates risks that need to be mitigated.
• Recognizes that the company the needs to recover from disruptive incidents are made as quickly as possible and that this necessity to ensure a speedy restoration of services requires a significant level of advance planning and preparation.
• Assists the company in managing a serious disruptive crisis in a controlled and structured manner. The BCP contains information on emergency contact details, strategies to mitigate impact, procedures to be implemented and communication processes to be followed in response to a serious disruptive event. Major points addressed in the BCP are detailed below.

• Plans for a major disruption where equipment and communication infrastructure are available to continue the business of the company.
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