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Due Diligence

Financial, tax and operational diligence that shows what you're buying before you commit.

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Know What You're Getting Into

Due diligence shows you what you are buying before you commit. We test the financials, operations and assumptions behind the asking price, so you know what the business really earns and where the risks are.

We normalize earnings, test working capital, find tax exposures and flag issues that should change price, terms or structure. You get findings in time to negotiate, not after closing.

What We Do

1

Financial Due Diligence

Analyzing historical results, quality of earnings, normalized EBITDA and working capital trends.

2

Operational Due Diligence

Evaluating systems, processes, key people and the operational risks that affect performance after closing.

3

Tax Due Diligence

Identifying federal, state and local tax exposures, unfiled obligations and structuring opportunities.

4

Customer and Revenue Analysis

Assessing customer concentration, contract terms and how durable the revenue really is.

5

Risk Identification

Summarizing the issues that should affect valuation, deal terms, escrows or integration planning.

Who Is This For

  • Buyers who want to understand exactly what they are acquiring
  • Sellers preparing for buyer scrutiny before going to market
  • Private equity firms and investors conducting deal analysis
  • Lenders evaluating acquisition financing

Meet the Team

Our due diligence team pairs accounting and tax depth with deal experience, so findings are practical and tied to price and terms.

Marcy DeLorenzo-Rosci, CPA, Practice Area Leader

Practice Area Leader

Marcy DeLorenzo-Rosci, CPA

Frequently Asked Questions

How long does due diligence take?

It depends on the size of the business and the state of its records. We set the timeline around the exclusivity period in your letter of intent, so findings arrive before you have to commit.

What is the difference between due diligence and a quality of earnings report?

A quality of earnings report is one part of financial due diligence. It tests whether earnings are accurate and sustainable. Full due diligence also covers working capital, tax exposure, customers and operations. Learn more about quality of earnings.

Should sellers do their own due diligence?

Often, yes. Sell-side diligence finds issues before a buyer does, so you can fix them, explain them or price them in, and it usually shortens the buyer's review.

Considering a deal?

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

Connect With Us Call: 610-544-5900

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Buying a Business? Check These Numbers Before You Sign

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

Do your company’s 2026 strategic plans include a business acquisition? Whether you already have your eye on a target or are still weighing options, plan now for extensive financial due diligence. To ...

Fraud and Forensic • Business Advisory • Transactions and M&A • Tax Compliance • Accounting and Financial Operations