Due Diligence
A clear, thorough look at a business's finances, operations and standing, so you can make a decision on a transaction with the facts in front of you rather than the version presented in a sale.
We work with buyers, investors and sellers on financial checks, risk assessment and compliance review. The aim is straightforward: surface the risks, confirm the details that matter, and give you a solid basis to negotiate from.
A clear and accurate financial picture
A business can look profitable on the surface while carrying risks that don't show up until after settlement. A financial health check gets past the surface, covering:
the financial statements, cash flow and profitability
hidden liabilities, debt and tax exposures
verification of assets, revenue streams and the cost base
The point is to confirm the business is financially sound, and priced accordingly, before you commit.
Risks found before the deal, not after
Not every risk is visible at first look. The review works through the operational, financial and compliance risks so they can be dealt with while there's still room to act on them, including:
legal, contractual and regulatory compliance
supplier, client and employee agreements
operational inefficiencies and dependencies that could affect value
Finding these before completion is what lets you negotiate from a position of strength rather than discover a problem you've already paid for.
Operational stability after the transaction
A profitable business isn't much use if it can't keep running smoothly once ownership changes. The review looks at whether it can, covering:
the strength of existing systems, processes and workflows
key employee retention and the team structure
supplier relationships and operational dependencies
This tells you whether you're buying a business that continues to perform, or one that depends on things that may not survive the handover.
A stronger negotiating position
Good due diligence gives both sides of a deal something to work with. A buyer uses it to reduce risk and price accurately; a seller uses it to show the business stands up to scrutiny. Either way, it:
confirms the deal is fairly priced
gives you findings to negotiate terms around
supports financing applications with verified data
Our due diligence services
Service | Best For | Key Benefits |
|---|---|---|
Financial Due Diligence | Buyers, investors, M&A transactions | Financial risks, cash flow verification, and valuation accuracy |
Operational Due Diligence | Business buyers and investors | Processes, efficiency, and key operational risks |
Legal and Compliance Coordination | Buyers and sellers preparing for transactions | Coordinating the legal and compliance review with your lawyers |
Vendor Due Diligence | Sellers preparing for a sale | Getting the business ready for buyer scrutiny ahead of time |
Not sure which you need? It's worth a short conversation to work out what the transaction calls for.
Get started today
Independent business valuations and CFO-level advice for small and medium-sized businesses.
25+ years industry experience
Advice you can count on
Real strategy, with real results
Thorough risk assessment
The review is built to surface the hidden risks and potential deal-breakers before they become your problem.
Independent and objective
You get an assessment with no stake in the deal proceeding, which is the point of engaging someone outside it.
Findings you can act on
Not just a list of risks, but clear input you can take into a negotiation.
Transaction experience
Support for buyers, sellers and investors through the specific pressures of a deal.
