Expert M&A Due Diligence from Certified CPAs
Our M&A due diligence CPA services provide professional financial and operational analysis to help buyers make informed acquisition decisions with complete confidence and clarity.
Professional Due Diligence Analysis
Our comprehensive due diligence services provide buyers with thorough financial and operational analysis of acquisition targets. We identify risks, opportunities, and help you make confident investment decisions.
Financial Review
Comprehensive financial analysis
Risk Assessment
Identify and quantify risks
Due Diligence Services
- Financial statement analysis and verification
- Quality of earnings assessment
- Working capital analysis
- Tax compliance review
- Management reporting assessment
- Risk identification and mitigation planning
Due Diligence Focus Areas
Financial Analysis
Comprehensive review of financial performance, trends, and quality of earnings.
- • Revenue recognition analysis
- • Expense normalization
- • Cash flow assessment
- • Profitability trends
Quality of Earnings
Deep dive into earnings quality, sustainability, and potential adjustments.
- • One-time item identification
- • Accounting policy review
- • Earnings sustainability assessment
- • Pro forma adjustments
Working Capital
Analysis of working capital requirements and optimization opportunities.
- • A/R and A/P analysis
- • Inventory assessment
- • Cash conversion cycle
- • Working capital trends
Tax Compliance
Review of tax compliance history and potential liabilities or opportunities.
- • Tax return review
- • Compliance assessment
- • Tax provision analysis
- • Potential liability identification
Operations Review
Assessment of operational efficiency and management systems.
- • Management reporting quality
- • Internal controls assessment
- • Systems and processes review
- • Key personnel analysis
Growth Analysis
Evaluation of growth prospects, market position, and scalability.
- • Market analysis
- • Competitive positioning
- • Growth sustainability
- • Investment requirements
Our Due Diligence Process
Planning
Define scope and develop due diligence checklist
Data Room
Request and review financial documents
Analysis
Comprehensive financial and operational analysis
Management
Management interviews and validation
Report
Comprehensive due diligence report
Due Diligence Deliverables
Executive Summary
- • Key findings and recommendations
- • Risk assessment summary
- • Investment highlights
- • Deal considerations
Detailed Analysis
- • Financial statement analysis
- • Quality of earnings report
- • Working capital assessment
- • Risk register and mitigation plans
Supporting Schedules
- • Normalized financial statements
- • Trend analysis and ratios
- • Management reporting samples
- • Benchmark comparisons
Action Items
- • Post-closing integration recommendations
- • System improvement opportunities
- • Tax optimization strategies
- • Performance improvement areas
Why Professional Due Diligence Matters
Make Informed Acquisition Decisions
Partner with our experienced team for comprehensive due diligence analysis that protects your investment.