Erik Moe

Enthusiast
DISC Type : i

Managing Director at Deloitte

San Francisco, California, United States

Overview

Erik is a Managing Director at Deloitte in San Francisco with over three decades of experience in audit, advisory, and M&A. A graduate of the UNC Kenan-Flagler Business School, he specializes in M&A services for private equity clients and provides technical accounting and reporting advisory to large multi-national corporations.

He has a demonstrated history of leading complex buy-side and sell-side transactions, overseeing due diligence, financial modeling, and cross-functional deal management.

Personality Overview

Non-Confrontational

Story Driven

Consensus Focused

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They agree with others often, so exercise caution when relying on their word.

Topics They Care About

M&A Transactions
He has significant experience leading buy-side and sell-side transaction services projects, including deal management, due diligence, and financial modeling.
Private Equity Services
A core part of his professional focus involves providing specialized M&A and accounting advisory services to private equity clients.
IFRS Accounting
Advises multi-national clients on technical accounting and reporting matters, with specific expertise in International Financial Reporting Standards.

Media Appearances

Erik has no verified media appearances

Work History

1-2020
Managing Director at Deloitte
12-2012 - 1-2020
Managing Director at KPMG US
9-1995 - 1-2013
Managing Director at Deloitte & Touche LLP

Education

1990 - 1995
Master of Accounting; BS Business Administration from UNC Kenan-Flagler Business School

More Information

Social Presence :

Prographics :

Exp : 30 Location : San Francisco, California, United States Job Level : Mid-senior Designation : Managing Director at Deloitte
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Insights For Selling To Erik

During A Call Or A Meeting

DO's

  • Invite them for a lunch or a drink/coffee
  • Speak from experience about success that the product has seen with other customers
  • Refer to interesting customer testimonials and stress on great customer experience

DONT's

  • Don’t be too formal with them, they trust informality more
  • Don’t ask too many questions in one go, weave them into the flow
  • Avoid overloading them with too much information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Erik is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Erik

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Erik move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Erik take some risk or not?

  • They can take some low-probability risks if needed.

You And Erik

Personality Compatibility


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