Page 236 - 2023 PPIAC RMIC BOOK
P. 236
Summary
Conduct due diligence on individuals & companies before it’s too
late
PIs are the perfect unbiased 3rd party for conducting due
diligence investigations (with access to specialized sources)
Use a process for due diligence investigations for the best results
1. Prepare
2. Gather
3. Action
Thank you!
marcy@marcyphelps.com
linkedin.com/in/marcyphelps
marcyphelps.com/blog
