Due Diligence

Financial Due Diligence

At the core of financial due diligence is a quality-of-earnings analysis that assesses past earnings and identifies issues that may affect business performance in the future.

On the buy-side, we most often work with private equity funds, strategic buyers, and family office investors. Our financial due diligence not only analyzes past earnings, it determines the target company’s value drivers and assesses working capital trends. We also routinely work with clients and target company management to identify and validate opportunities for future value.

On the sell-side, our quality-of-earnings analysis helps sellers preserve value, increase certainty of closing, decrease the time-to-close, and avoid unwanted surprises. With our team on your side, we can help you approach the deal with confidence and substantially improve your chances of maintaining your business’s full value throughout the transaction lifecycle.

Tax Due Diligence

Tax exposure can have a big impact on a deal’s value, and that makes it critical to understand a business’s tax position – whether it’s uncovering missed tax filings or identifying credits that should have been taken. That’s where we can help.

Our team of tax specialists will take a nuanced look at your tax position, structure, and potential exposure. That includes using our expertise to help you understand sales and use tax as well as federal, state, and local tax implications. We can even help with international tax issues, including transfer pricing.

We’ll also help you structure your transaction in a way that minimizes your tax liability, making sure you reap all the tax benefits that can be gained during your deal.

IT Due Diligence

A target company’s technology infrastructure can significantly affect its value, making IT due diligence critical to the success of a transaction.

IT due diligence examines IT assets, systems, processes, policies, and procedures before a transaction, providing buyers with a clear view of the IT capabilities of a target. This process also identifies and assesses key risks in the target’s technology and business functions – and determines potential impacts on a deal. During IT due diligence, our professionals:

• Develop a comprehensive understanding of a target’s overall IT environment
• Determine potential post-deal separation or integration issues
• Identify any significant enhancements and expenditures required during the transaction and potential synergies

This holistic approach ensures that a buyer is well-prepared to make informed decisions that support their strategic goals.