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Who Are You Working With?

Finding the right firm to partner with can be incredibly time-consuming. For this reason, many businesses work with the first entity they find once they have identified a particular need, only to later discover that the firm they chose was ill-equipped to fill the role. Other times, businesses fail to fully appreciate the potential risks they face when outsourcing certain services:

  • IT support and consulting. These firms may have tremendous access to your data and networks. Working with the wrong company can result in a devastating data breach, a crippling network failure, or software and hardware that does more to hinder your business than help it. If you need outside IT support, you need to make sure you’re working with a reputable and trustworthy firm. 
  • Document management. Similar to IT consulting, these firms have access to a great deal of potentially sensitive information. You need to be sure that these firms have adequate security to protect your files and keep them safe. 
  • Facilities Management. Different companies have different needs when it comes to your facilities. Security, management, and maintenance are your chief concerns, and you need to make sure that whoever is responsible for these things is up to the task. 
  • Professional services. Professional service firms such as accountants and lawyers are required to meet some of the highest ethical standards. The difficulty is finding the firm that is the right fit for you – they have the capacity and experience to meet your needs and the cost for their services fits within your budget. 

We meet with our clients to understand their needs and determine their priorities. Once we’ve identified firms that can meet those needs, we then perform a deep investigation to fully vet the potential candidates. Our goal is for you to enter into the relationship with confidence that this firm can help you meet your business goals. 

Building a Due Diligence Program

Another way we help our clients is by building a due diligence program that helps you vet new partners. We focus on creating a framework that is thorough yet nimble so that you are able to find the partners you need when you need them. We can customize the level of scrutiny appropriate to the size and nature of your business and the importance of the potential relationship. We want to give you the tools you need to build the trustworthy relationships you need to grow your business. 

Third Party & Intermediary