The Deal Room

The Deal Room


[EP 264] Ask Me Anything with David Ferraz | Strategies for Handling WIP & Unexpected Stock Valuations in Business Sale Negotiations

September 13, 2023

[Ask Me Anything - with David Ferraz] In this episode of The Deal Room Podcast, our guest David Ferraz, Managing Director of Argus Business Brokers, asks host Joanna Oakey questions about common scenarios he has seen in Business Sales and Acquisitions.


Joanna and David share their take on what happens when there are unexpected stock levels or value fluctuation right before settlement day… a scenario they’ve both seen wreak havoc on a deal. They cover different options they’ve seen used to deal with unanticipated stock scenarios in the contract at settlement.


They also dig into the best approach to quantifying work-in-progress or WIP in a contract in both industrial/goods and service-based businesses. What happens to partially completed service or goods orders?


Connect with David Ferraz


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Check out Argus Business Brokers!


[EP 264] Ask Me Anything with David Ferraz | Strategies for Handling WIP & Unexpected Stock Valuations in Business Sale Negotiations | Aspect Legal