Launches & Transactions · Pricing
Acquisition Financial Due-Diligence Support
Starting at$6,850one-time
What the price covers
1 target; 24 months of supplied financials; trends, questions and adviser handoff; 30-hour cap
What we do
- Organize the supplied target financials and request list
- Analyze earnings, working-capital and cash trends
- Investigate scoped financial questions against supplied support
- Document findings, open issues and the adviser handoff
- Review findings, financial risks and the adviser handoff
- Manage requests, priorities and delivery within the 30-hour cap
What you get
Financial diligence support pack with findings, questions and open items.
Not included
Audit, quality-of-earnings report and legal diligence.
Every Step. All 23.
- 01Organize the 24 months of supplied target financialsTarget intake · Senior accountant
- 02Build the agreed financial request listTarget intake · Senior accountant
- 03Identify missing periods and supporting recordsTarget intake · Senior accountant
- 04Analyze revenue and earnings trendsTrend analysis · Senior accountant
- 05Analyze gross margin and operating costsTrend analysis · Senior accountant
- 06Analyze working-capital movementsTrend analysis · Senior accountant
- 07Compare reported profit with cash movementsTrend analysis · Senior accountant
- 08Trace selected unusual balances to supplied supportScoped investigation · Senior accountant
- 09Check management explanations against the recordsScoped investigation · Senior accountant
- 10Investigate the agreed earnings or cash questionsScoped investigation · Senior accountant
- 11Document inconsistencies and information not suppliedScoped investigation · Senior accountant
- 12Write the supported financial findingsFindings pack · Senior accountant
- 13Separate confirmed facts from open questionsFindings pack · Senior accountant
- 14Prepare the risk and open-item registerFindings pack · Senior accountant
- 15Assemble the adviser handoff packFindings pack · Senior accountant
- 16Review the material findings and financial risksSenior review · CFO
- 17Challenge unsupported conclusionsSenior review · CFO
- 18Agree the items that sit outside the engagementSenior review · CFO
- 19Review the final adviser handoffSenior review · CFO
- 20Prioritize requests within the 30-hour cap30-hour coordination · Project lead
- 21Coordinate responses with the target and advisers30-hour coordination · Project lead
- 22Track hours used and report remaining capacity30-hour coordination · Project lead
- 23Obtain approval for any work beyond 30 hours30-hour coordination · Project lead
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