Financial Due Diligence

Financial due diligence is a critical part of the acquisition or sale process of a business. It provides a potential investor with increased comfort by independently assessing the risks and opportunities of the deal.

What is Financial Due Diligence?

We can give support in a variety of transaction scenarios including acquisitions, sale processes, and refinancing of both equity and debt. We are one of the largest independent accounting and business advisory firms in the region giving us access to a large team of experts who can handle complex issues to identify upside potential and risks.

Our approach to Due Diligence

Our team has a broad range of due diligence experience and can add commercial insight.

We offer a flexible approach, making the scope of our work bespoke to the needs of each individual transaction. This unique approach enables us to provide focused recommendations which direct the process.

Tailored reporting will give direction regarding potential investment decisions.

How does the process work?

We pride ourselves in offering a pragmatic, solutions driven approach. Our success is reflected in our continued high ranking in the Experian North East dealmaker league table.

Utilising our experience of hundreds of transactions across the whole of the UK covering a wide range of sectors including manufacturing, renewables, construction and hospitality, we focus our due diligence work on the commercial aspects of the deal.

Identifying the key value drivers, we can advise on actionable ways to improve the deal structure. This would involve highlighting areas where there is exposure to risk and proposing what steps need to be taken pre and post completion to mitigate this.

How can we help?

We provide all of the following in a simple and timely manner.

• Detailed financial analysis supporting the provision of a detailed independent summary outlining actionable deal recommendations.
• An in-depth taxation compliance review, leading to recommendations for deal structure, tax planning opportunities and matters for inclusion in the legal agreements.
• Regular contact and discussion throughout to ensure there are no surprises or issues in the final report.
• Provision of further support for post deal matters such as earnouts and net asset/working capital adjustments.
• By starting the process early, we can help maximise value prior to sale by assisting management teams to develop their strategy, highlight any areas of potential higher risk and advise on any matters to be included in heads of terms.

Want to know more about how we can help?

Contact us to arrange to speak  with one of our specialist team members here