Commercial due diligence, sometimes called strategic due diligence, tests whether the market and the customers support the price you are paying. It answers four questions: how big the market really is and how fast it grows, whether this company wins or loses against the competitors it meets in deals, whether its customers stay and spend more, and whether its prices hold. BD Emerson builds a bottoms-up revenue forecast from cohort data, win-loss records, and 12 to 20 customer reference calls, then reconciles it against management's plan. The gap between those two numbers is the finding that moves price.
Week 1. We agree the three to five questions that would actually change the price, then design the workplan around them. The deliverable is a hypothesis map with the evidence needed to confirm or kill each one.
Week 1. We pull the transaction-level data behind the reported numbers: invoices by customer and month, CRM opportunity history, contract files, and the price book. Revenue by segment on a summary tab is not enough to rebuild cohorts.
Weeks 1 to 2. Qualifying buyers, spend per buyer, and realistic penetration, tested against third-party data and the company's own win rates. We report the growth rate the evidence supports, not the one the deck assumes.
Weeks 2 to 3. Cohort retention, net revenue retention, top-ten concentration, contract expiry dates, realized price, and discount trend across eight quarters. Every chart traces back to source data the seller can reproduce.
Weeks 2 to 4. Twelve to twenty calls with current customers, churned customers, and lost prospects, run under confidentiality terms the seller approves in writing. Findings are reported in aggregate and quotes are anonymized.
Week 4. We rebuild the plan from the bottom up, bridge it to management's forecast driver by driver, and quantify the gap. The base case and the downside come out of the same model.
Weeks 4 to 5. Findings with dollar impact, the diligence questions still open, the negotiation points they support, and the items that carry into the value creation plan after close. You keep the model itself, so every number can be traced and rerun.
The people who scope the engagement make the customer calls, build the revenue model, and write the report. There is no handoff to a junior team after the pitch.
BD Emerson runs financial, tax, technology, and cyber diligence alongside the commercial work, so the revenue build and the quality of earnings reconcile to a single model instead of arriving as four vendors' reports.
Every finding carries a number and a place in the model: revenue at risk from concentration, margin at risk from discount creep, and the dollar gap between the plan and the bottoms-up build.
Commercial findings carry into the 100-day plan and the value creation plan: the pricing actions to take first, the accounts to protect, and the cross-sell that survived testing.
Great consulting firms for scaling security, compliance, and appsec.
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Outstanding partner in Technical and Cyber Due Diligence
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Appsec maturity and application hardening.
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BD Emerson helped us simplfiy our compliance management.
BD Emerson did such a phenomenal job. What started as privacy support quickly became a full partnership across compliance, engineering, and even business operations. They’re embedded with our team. They understand our product. They move fast. They’re simply invaluable.
Great consulting firms for scaling security, compliance, and appsec.
Outstanding partner in Technical and Cyber Due Diligence
Appsec maturity and application hardening.
BD Emerson helped us simplfiy our compliance management.
BD Emerson did such a phenomenal job. What started as privacy support quickly became a full partnership across compliance, engineering, and even business operations. They’re embedded with our team. They understand our product. They move fast. They’re simply invaluable.
We had a hard time finding the right company to partner with in support of our compliance journey. Some vendors sell the idea that they do the work, but then you end up doing everything. The ambiguity is what killed our last project. BD Emerson’s team has such great technical knowledge and understands the standard so well that they made us comfortable with moving fast. This has led to us closing major enterprise customers that were previously out of reach because of security and compliance.
Lead an enterprise initiative to overhaul the organization's technology stack from ecommerce, corporate tech, and corporate security.
Supported ISO 42001 exercise and served as internal auditor.
Rubrik's privacy and compliance team began with the backbone of BD Emerson. BD Emerson supported building out the privacy program, GRC (ISO 27001, SOC 2, CMMC, FedRAMP), and the appsec function.
We needed a partner who could move quickly, without sacrificing precision. BD Emerson brought the expertise, structure, and speed we were looking for. Their team became an extension of ours, embedding themselves across the organization, guiding us step by step, and giving us confidence in areas we hadn’t tackled before. The internal audit they conducted was so detailed that even the external auditors called it out. Achieving ISO 27001 with zero nonconformities says everything you need to know about the quality of the partnership.
We had a hard time finding the right company to partner with in support of our compliance journey. Some vendors sell the idea that they do the work, but then you end up doing everything. The ambiguity is what killed our last project. BD Emerson’s team has such great technical knowledge and understands the standard so well that they made us comfortable with moving fast. This has led to us closing major enterprise customers that were previously out of reach because of security and compliance.
Lead an enterprise initiative to overhaul the organization's technology stack from ecommerce, corporate tech, and corporate security.
Supported ISO 42001 exercise and served as internal auditor.
Rubrik's privacy and compliance team began with the backbone of BD Emerson. BD Emerson supported building out the privacy program, GRC (ISO 27001, SOC 2, CMMC, FedRAMP), and the appsec function.
We needed a partner who could move quickly, without sacrificing precision. BD Emerson brought the expertise, structure, and speed we were looking for. Their team became an extension of ours, embedding themselves across the organization, guiding us step by step, and giving us confidence in areas we hadn’t tackled before. The internal audit they conducted was so detailed that even the external auditors called it out. Achieving ISO 27001 with zero nonconformities says everything you need to know about the quality of the partnership.
BD Emerson didn’t just help us meet our compliance goals; they integrated security and privacy into the core of our operations. I highly recommend BD Emerson to anyone seeking SOC 2 or GDPR compliance, or simply looking to enhance their security team and boost customer trust in their product and services. Their dedication and expertise have been invaluable to our success.
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BD Emerson understood our business requirements and worked side-by-side with us. The policies and controls we developed together not only meet compliance standards but improve how we operate day to day.
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From day one, BD Emerson brought urgency, clarity, and a sharp understanding of what truly matters to our business — earning and keeping customer trust. They went beyond helping us meet compliance requirements; they helped build a foundation for secure, scalable growth. That kind of partnership is rare.
BD Emerson didn’t just help us pass an audit—they helped us build a sustainable culture of security.
BD Emerson was essential in helping our company navigate the daunting process of leveling up our security infrastructure. BD Emerson’s impressive expertise and confidence throughout the process helped our team exceed HIPAA and SOC 2 Type 1 standards quickly, distilling what can be an overwhelming process into a streamlined, organized effort. From day one they began adding value and getting us on course. With their help we delivered on a massive security overhaul with both extreme efficiency and thorough attention to details. Because of BD Emerson’s support, we’ve increased our clients’ trust in Titan Intake and the life-changing work it accomplishes for those seeking specialist referrals.
BD Emerson didn’t just help us meet our compliance goals; they integrated security and privacy into the core of our operations. I highly recommend BD Emerson to anyone seeking SOC 2 or GDPR compliance, or simply looking to enhance their security team and boost customer trust in their product and services. Their dedication and expertise have been invaluable to our success.
BD Emerson understood our business requirements and worked side-by-side with us. The policies and controls we developed together not only meet compliance standards but improve how we operate day to day.
From day one, BD Emerson brought urgency, clarity, and a sharp understanding of what truly matters to our business — earning and keeping customer trust. They went beyond helping us meet compliance requirements; they helped build a foundation for secure, scalable growth. That kind of partnership is rare.
BD Emerson didn’t just help us pass an audit—they helped us build a sustainable culture of security.
BD Emerson was essential in helping our company navigate the daunting process of leveling up our security infrastructure. BD Emerson’s impressive expertise and confidence throughout the process helped our team exceed HIPAA and SOC 2 Type 1 standards quickly, distilling what can be an overwhelming process into a streamlined, organized effort. From day one they began adding value and getting us on course. With their help we delivered on a massive security overhaul with both extreme efficiency and thorough attention to details. Because of BD Emerson’s support, we’ve increased our clients’ trust in Titan Intake and the life-changing work it accomplishes for those seeking specialist referrals.
