Meridian News
Due Diligence Criteria
April 9, 2018

You believe in your business, but do you have the information you need to make a case for why investors should too?

During the April 19 Business for Breakfast event at the Meridian Technology Center for Business Development, Tom Evans, owner of Encompass Financial Services, Inc., a company that provides business valuation and transaction brokerage services, will discuss criteria an entrepreneur should anticipate during the due diligence process of being considered for an investment offering.

Evans will discuss valuation, financial statements, rights, conversions, restrictions, exit plans and essential considerations in the formation stage of business activity. He will also review a brief list of questions that can help determine the potential for profitability and identify associated risk with the investment.

Evans is the registered investment adviser to Private Partners Opportunity Fund LLC, an angel fund that makes entrepreneurial equity investments. A native of Cherokee, Oklahoma, Evans has a bachelor’s degree in business administration from Northwestern Oklahoma State University and an MBA from Marylhurst University. He is a Director of GuideStone Funds, the nation’s largest screened mutual fund family. He also serves as a trustee on several foundations and is the current development chairman for Leadership Oklahoma.

This is an opportunity to gain knowledge from an investor perspective and discuss real-life scenarios where lack of planning can affect future performance.

To attend the April 19 Business for Breakfast event, please contact Diane Maddox at or call (405) 377-2220 or toll-free at (888) 607-2509. An RSVP is strongly encouraged.

The Business For Breakfast networking group will meet from 7:30 – 9:00 in Room 104 North in the Center for Business Development at Meridian Technology Center. The meeting includes a guest speaker and provides business owners and entrepreneurs an informal opportunity to network and share ideas and experiences. All networking sessions are free and include a continental breakfast.

The Center for Business Development is dedicated to empowering entrepreneurs through networking, education, consulting and business incubation services. Assistance is available in various areas such as marketing, product planning, international business and writing business plans. For more information visit or contact the Center for Business Development.

Photo:  Tom Evans, owner of Encompass Financial Services Inc., will present “Due Diligence Criteria” during the April 19 Business for Breakfast networking event at the Meridian Technology Center for Business Development.


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