Professional guide
What to Verify Before Recommending a Deal to a Client
Before a professional adviser relies on a deal narrative, identify the factual propositions that could materially change the recommendation.
Separate assumptions from established facts.
Identify which representations come from interested parties.
Look for contradictions between public records and deal materials.
Escalate specialist questions rather than simulating expertise.
Why this matters
The adviser does not need to investigate everything. The goal is to identify the material factual boundary that deserves independent testing.