My SBA Loan Pro Podcast

How To Conduct Due Diligence on SBA M&A Transactions with Andy Cox | Ep. 20 | My SBA Loan Pro Podcast


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Andy, a former San Francisco Police Sergeant Inspector, spent 20 years investigating crimes and uncovering the truth. Now, he uses those same skills to help business owners and investors perform deep due diligence for M&A deals. In this episode, he reveals:

  • The biggest red flags that a person or company is not who they claim to be.

  • How to spot fake testimonials and fabricated business credentials.

  • The psychological reasons buyers ignore glaring warning signs (it's not just greed).

  • The real-world sources he uses to investigate executives and businesses.

  • Why trusting your gut feeling may save you time and money.

Learn how to protect yourself from costly mistakes by seeing the world through the eyes of a detective.


If you liked this content, let's connect on social media:

Instagram: https://instagram.com/mysbapro

Twitter: https://twitter.com/mysbapro

LinkedIn: https://linkedin.com/in/ryanpatryck


Key Chapters:

0:00 - Introduction

0:50 - Career Pivot

2:15 - Detective Skills

3:10 - Changed Perspective

4:15 - Daily Routine

6:10 - Retirement Decision

7:45 - Becoming a PI

9:30 - Company Introduction

11:15 - Investigation Sources

13:00 - Red Flags

15:45 - Client Reactions




More Subject Matter Experts Playlist

https://youtube.com/playlist?list=PL1v-z-ZlTQ4FuSfq8GRuV9jJY3dd5vw9p&si=04XGGOYICU8pngKN⁠

More ThinkSBA Resources

⁠https://calendly.com/thinksba - Schedule Call

https://g.page/thinksba - Google Business Page & Reviews

https://thinksba.com/faq - Frequently Asked Questions

https://mysbaloanpro.com⁠ - My SBA Loan Pro Podcast

http://youtube.com/@thinksba - YouTube Channel

...more
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My SBA Loan Pro PodcastBy Ryan Smith

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