DNA Behavior Blog

Behavioralizing the Accounting – Due Diligence

Written by Hugh Massie | March 28, 2024

Determine if your existing team is capable of meeting business projections and achieving growth in the future by doing your behavioral due diligence!

In the fast-paced world of investing, making informed decisions is crucial. Yet, many investors overlook the behavioral aspect of leadership teams, which can make or break a deal. Let’s look at how you can leverage DNA Behavior to ensure alignment among their leadership team and drive investment success.

FREE VIDEO: Behavioralizing the Accounting – Due Diligence

Understanding the Challenge
Many companies face the challenge of investing in companies where the CEO and leadership team are not behaviorally aligned with the investment goals. This lack of alignment often led to missed opportunities and underperformance in their investment portfolio. 

Behavioral Due Diligence with DNA Behavior
With DNA Behavior's scientifically validated assessments, the CEO and leadership team can get an in-depth assessment to determine their personal financial behavior styles. This step is crucial in understanding how each member approaches risk, resource utilization, competitive drive, and more.

Aggregating Team Styles
With individual behavior styles identified, DNA Behavior can then help you aggregate the individual insights to form a cohesive team style. This holistic view allows for the overall alignment of the leadership team and helps identify any potential gaps or areas for improvement. 

Predicting Financial Value Creation
Using DNA Behavior's predictive analytics, you can then forecast the financial value that a company’s leadership team would create compared to industry standards. This insight provides invaluable guidance in investment decision-making, helping you prioritize opportunities with the highest potential for success.

What You Can Expect
By integrating behavioral due diligence into the investment process, you will likely see significant improvements in your investment outcomes. You can avoid costly mistakes by only investing in companies where the leadership team demonstrates strong alignment with your investment goals. Plus, your investment portfolio should experience increased returns and reduced risk exposure.

Leadership Behavior Is a Vital Part of the Equation
Understanding the behavioral dynamics of leadership teams is essential for success. With DNA Behavior's expertise in behavioral due diligence, you can unlock greater investment opportunities and drive sustainable growth. Partnering with us empowers you to make informed investment decisions based on behavioral alignment, ensuring a brighter future for your investment portfolios.

“Leadership Financial Behavior” Video Series
We have created a six-part video series that focuses on why and how to get the right kind of leadership into place to help your business navigate through changing times and technologies. Watch Video #4, “Behavioralizing the Accounting – Due Diligence,” to learn how you can use the DNA Natural Behavior Discovery to do your behavioral due diligence on every layer of the business. Then, we encourage you to explore the rest of the series to gain even more insight into the value of leadership financial behavior!


At DNA Behavior, we are committed to helping companies like yours achieve investment success through behavioral alignment. Contact Us today to learn how we can support your investment journey and unlock greater opportunities for growth.