Evaluating a business for venture capital investment, M&A or a strategic partnership is a critical process that requires insight into the business’ HR operational model and controls.  A company with the ability to operate responsibly and control its risk has higher potential for delivering on your investment.  Even in the early stages of evaluation, a deep dive into management practices and HR operations will ensure your venture will not be compromised by potential risk issues.  Compliance, employment risk, commitments, documentation and culture are telling areas of a company's ability to responsibly manage capital and scale.  Discovery time in these areas avoids future problems. 

Our expertise in human capital management and operational processes & controls, will ensure that you enter the due diligence phase with confidence. 

Our deep dive into operational areas to identify gaps in controls, missing records, potential risks, and non compliant processes, includes review of current practices against EEOC, FLSA, ERISA, and other regulatory agencies' best practices standards and recommendations.  We can facilitate the shift to full compliance.  Our thorough review of 5500s, employment audits, adherence to plan documents by administrators, contracts, treatment of employees vs. independent contractors and much more, we flush out any oversight issues and help process self corrections or implement missing controls.  With this comprehensive discovery, design and delivery of improvement, you avoid surprises during the due diligence process, saving time and money.  



Is your business ready?

Demonstrating operational efficiency is critical when considering business opportunities. 

WFD's comprehensive package includes:   

  1. Discovery: deep dive analysis of all functional areas, including payroll and benefits. 
  2. Design: a presentation of the current state findings and a detailed action plan to bring the business to a best practices state. 
  3. Delivery: we provide specialized support to implement our recommendations quickly.

Our consultation gives you insight into problem areas in advance, giving you time to execute change.

To learn more about the WFD comprehensive package email: