Avoid expensive post-close surprises by mastering the first seven days after signing an LOI.

In this episode of Entry & Exit, hosts Stephen Olmon and Collin Trimble deliver a brutally practical due diligence playbook for buying a security or life-safety business. Drawing from real acquisitions, they break down exactly how to run diligence without chaos—and why skipping steps almost always shows up later as lost revenue, integration pain, or legal risk.
This episode walks through a real-world due diligence checklist, focusing on what to request immediately, where buyers most often get blindsided, and how to protect yourself before money changes hands.
What You’ll Learn

The Week 1 Protocol: The specific diligence requests you must make immediately to uncover key-person risk and owner dependency
Financial Deep Dive: Why quality of earnings analysis and RMR audits are non-negotiable in security and alarm acquisitions

Legal Pitfalls: Purchase agreement strategy (Asset Purchase vs. Stock Sale), assignability issues, and spotting “tribal knowledge” gaps
Risk Management: How customer concentration and undocumented arrangements should impact deal structure and walk-away thresholds
Whether you’re evaluating acquisition due diligence for a small alarm company or a multi-branch integrator, this episode breaks down the real cost of rushing diligence—and how disciplined buyers avoid it.

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Stephen Olmon

Collin Trimble

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