Overview
WHIZDOM provides Clients highly-focused expertise on conducting perhaps the most important type of due diligence in the company acquisition process:
Customer Due Diligence.
Conducting all types of due diligence enables a Buyer to manage risk. And since Customers are the lifeblood of a company having an in-depth understanding of them can be extremely important.
By reaching out directly to a target Company's Customers WHIZDOM is able to obtain important information and key insights.
To learn more about WHIZDOM’s Customer Due Diligence services, contact Ivy Millman, CEO at 650-388-8343 or ivy.millman@gmail.com
Benefits
- Peace of mind
- Reduce risk of making unwise purchase decisions
- Risk reduction
- Private Equity (PE) Firms
- Search Fund Investors
- Search Fund Entrepreneurs
- We have a unique approach and a proven methodology
- We are independent, objective, unbiased and have no skin-in-the-game
- We verify key target Company’s customer information (e.g., customer satisfaction, loyalty, competitive threats, price sensitivity and more)
- We are often able to obtain confidential contact information directly from Sellers (even when they might not share the same needed info with a potential Buyer)
- We are experts at building rapport with business customers (including executives, decision makers, and product end-users)
- WHIZDOM recommends our Clients contact us as early as possible in the due diligence stage of the acquisition process. It can take longer than expected to:
- Obtain Customer contact information
- Schedule and conduct interviews; and
- Develop a comprehensive findings report from the interviews conducted
- Searchfunder
- Booth-Kellogg Entrepreneurship through Acquisition (ETA) Conference on November 19, 2025 at Chicago’s Navy Pier (WHIZDOM plans to attend this conference)
Who WHIZDOM Works With
Why Clients Retain WHIZDOM To Conduct Customer Due Diligence
When Do Clients Retain WHIZDOM
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