Due Diligence
Financial, tax and compliance due diligence that surfaces what the data room doesn't volunteer — for buyers, lenders and investors.
Scope of work
What this engagement covers
- Financial due diligence and quality of earnings
- Tax exposure and contingent liability review
- Cross-document reconciliation of filings vs books
- Lender due diligence including early warning signals
- Red-flag reporting with quantified exposures
Who this is for
Banks, PE/VC investors, acquirers, promoters pre-fundraise.
How the engagement runs
Understand
A scoping discussion with a partner to understand facts, documents and timelines before any commitment.
Agree
Written scope and fee, a document checklist, and a named team member responsible for your matter.
Deliver
Work executed against tracked deadlines with partner review, and working papers retained for every position taken.
Stand behind
If a filing or position is later questioned, the same team that made it defends it.
Start a conversation
Discuss your due diligence requirement with a partner. A scoping call comes first, always.
Related services
Business Advisory →Business Valuation →Financial Planning →