Due Diligence

Thorough financial and operational analysis to uncover risks and opportunities before you commit.

Know What You're Getting Into

Due diligence is where deals are made or broken. We dig into the financials, operations, and key assumptions to give you a clear picture of what you're getting. Our job is to find the issues before they become your problems.

What We Do

1

Financial Due Diligence

Analyzing historical financials, quality of earnings, and working capital.

2

Operational Due Diligence

Evaluating operations, systems, and key processes.

3

Tax Due Diligence

Identifying tax exposures, liabilities, and structuring opportunities.

4

Customer and Revenue Analysis

Assessing customer concentration, revenue quality, and sustainability.

5

Risk Identification

Flagging issues that could affect valuation, deal terms, or integration.

Who Is This For

  • Buyers who want to understand what they're acquiring
  • Sellers preparing for buyer scrutiny
  • Private equity firms and investors conducting deal analysis
  • Lenders evaluating transaction financing

Meet the Team

Our due diligence team provides the analysis and insight you need to make informed decisions.

Practice Area Leader

Marcy DeLorenzo-Rosci, CPA

Considering a deal?

Let's make sure you know what you're getting into.

Related Resources and Insights

Stay informed with our latest articles on due diligence, deal analysis, and transaction risk.

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Before You Buy: Red Flags in an M&A Target’s Financials

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Comprehensive due diligence is essential when acquiring a business. Financial due diligence, in particular, can be daunting, especially for inexperienced buyers and sellers. However, with the support ...

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