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Accountants & Business Advisers

Transaction Services/Due Diligence

Assisting clients with the due diligence process, providing financial due diligence, co-ordinating with other advisors and applying commercial logic to risk mitigation.

There are three extremely compelling reasons why we are a leading due diligence provider:

  • We have real world commercial experience running businesses in senior management roles
  • We perform our work as if we are using our own hard earned cash for the acquisition - it is extremely important to us
  • We give our opinions verbally and in writing.  We don’t sit on the fence

We focus on deal sizes ranging from £1m to £30m. The team’s background and experience means that the quality of our advice and the service we provide to our clients are of utmost importance to us.  We work alongside our clients to ensure their needs are met.

Key aspects of our financial due diligence are:

  • Partner involvement – we guarantee that the Partner you meet at proposals will be actively involved in the assignment to ensure the risks, opportunities and broader implications of the due diligence exercise are identified
  • Flexibility – in how we work as well as success/abort fee arrangements
  • Concise reporting – we provide a concise summary of what you need and want to know.  Non-critical information is included in appendices
  • Sale & Purchase Agreement - co-ordinate with your other advisers specifically lawyers to ensure the SPA mitigates your risk and maximises price adjustments in your favour by understanding the mechanics of the business
  • Customer referencing – typically performed when the target has a high dependency on a small number of key customers. Customer views are sought on target performance and future volumes of work to support forecast assumptions