Ivy Millman

About Ivy Millman

Contact Information: i••••••••@gmail.com; 65••••••43Set up a free introductory phone meeting with Ivy Millman: https://calendly.com/ivy-millman/phone-meetingIvy Millman is a Stanford MBA, former Big 4 CPA and Apple alum who enhances business trajectories and catapults companies to tremendous success.She is a business leader, powerful speaker, thought leader and visionary.Ivy is the CEO of WHIZDOM, Inc, founded in 2003. Prior to WHIZDOM, Ivy was a marketing executive at Apple and a financial executive at 20th-Century Fox Film Corporation. Ivy started her career as a CPA with a Big 4 accounting firm.OverviewFor 25+ years, WHIZDOM served a broad range of Silicon Valley Clients from start-ups to Fortune 500 companies to help them better understand their Customers’ pain points, future needs, desired product features, satisfaction, loyalty and “stickiness”. WHIZDOM’s mission at the time it was founded was to develop technology-based solutions to enable business executives to improve their business decision making and better understand the financial consequences of their business decisions.WHIZDOM now specializes in serving the M&A community providing Customer Due Diligence for acquisitions and Customer Insight services for operating companies.Who We Serve- Search Fund Investors- Search Funds- PE Firms- Investment Bankers- SBA Lenders- M&A IntermediariesBenefits- Validation of the investment thesis with regard to a target Company’s Customers- Ensure sustainability of the target Company’s revenues and cash flow- Provide confidence in moving forward with the acquisition with regard to a target Company’s Customers- Jump-start growth initiatives post-acquisitionOur Focus- B2B - Lower Middle Market- U.S. marketWhy Retain WHIZDOM- Independent, objective and unbiased with no skin in the game- Knack for being able to persuade Sellers to share needed key contact information of their Customer- Ability to quickly build rapport with Customer contacts often leading to them sharing “secret” information that they may not be willing to share with the Company- Customer discussions are conducted by Ivy, who brings 25+ years of experience across a broad range of companies and industries and holds an MBA from the Stanford Graduate School of Business and was a Big 4 CPA.Sample Clients- Aurora Growth- Beachton Capital- Heritage Point Partners (PE firm)- Maryville Crest- Ros Capital Partners- Sloane Street PartnersPlease visit:http://whizdom.com/customer_due_diligence_for_acquisitions.html

Experience

1. Chief Executive Officer

   Whizdom, Inc

   Jan 2003 — Present

   Ivy Millman leads WHIZDOM Inc. a boutique firm that conducts the most important type of due diligence in the company acquisition process: Quality of Customer (QofC) Customer Due Diligence.WHIZDOM works exclusively with the M&A community, including search funds and PE firms, that acquire B2B companies in the lower middle market. When conducting WHIZDOM B2B Customer Due Diligence projects, she personally conducts the Customer discussions.Ivy is a well known thought leader and subject matter expert on conducting Customer Due Diligence. She was interviewed as the subject matter expert on Customer Due Diligence for a Yale School of Management Case on Due Diligence and on the podcast \"What You Need to Know Before You Buy or Sell a Company\". She\'s been invited to present workshops and live interactive webinars on Customer Due Diligence for search fund investors, search fund accelerators and leading business schools.She leads setting WHIZDOM\'s corporate direction, business development efforts, Client initiatives and strategic partnerships.She is writing a book focused on buying, operating and selling companies to maximize value and sell at premium multiples to increase investors\' ROI.Set up a free introductory phone meeting with Ivy Millman:https://calendly.com/ivy-millman/phone-meeting Please visithttp://whizdom.com/customer_due_diligence_for_acquisitions.html

Education

• Gies College of Business - University of Illinois Urbana-Champaign

  Bachelor of Science (B.S.), Accounting

• Stanford University Graduate School of Business

  Master of Business Administration (M.B.A.)

Skills

• Strategic Partnerships
• Enterprise Software
• Business Development
• Go-to-Market Strategy
• Saas
• Start-Ups
• Strategy
• Marketing Strategy
• Product Marketing
• Mobile Devices
• Business Strategy
• Cross-Functional Team Leadership
• Sales Enablement
• Negotiation
• B2b
• Product Management
• New Business Development
• New Markets Development
• Relationship Management
• Strategic Planning
• Strategic Alliances
• Executive Management
• Competitive Analysis
• Team Leadership
• Business Analysis
• Analytics
• Market Research
• Business Transformation
• Thought Leadership
• Entrepreneurship
• Business Innovation
• Software as a Service (Saas)