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Financial Due Diligence

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Enhance Transactional Success

Gain critical insights into the financial and performance of a business for a successful merger and acquisition process. When buying or selling, a financial analysis paired with a tailored due diligence engagement will cover a range of additional areas including operational, marketing, strategic, and information technology attributes.

Buy-Side Due Diligence

As an objective third party, our team works with you to evaluate the quality and sustainability of your target company’s reported earnings, cash flow, and assets. Our objective is always to strengthen the purchaser’s understanding of the key factors that will enable the structuring and negotiation of a favorable transaction. With SC&H, you’ll gain a comprehensive understanding of the investment target’s:

  • Sustainable economic earnings
  • Historical sales and operating expense trends
  • Historical working capital needs
  • Key assumptions used in forecasting
  • Accounting information systems
  • Financial position and performance

Sell-Side Due Diligence

When selling your business, SC&H’s due diligence team can help you understand key issues associated with sell-side M&A from the perspective of the buyer and advise on value enhancing strategies. This foresight allows you to prepare responses to buyer due diligence requests in a timely and accurate manner while reducing business disruption and increasing transaction efficiency. To prepare your go-to-market positioning, we work alongside your team to identify any discrepancies in your:

  • Financial reporting in accordance with Generally Accepted Accounting Principles (GAAP)
  • Net working capital (the difference between your current assets and current liabilities)
  • Tax reporting including income, state allocations, sales and use, and personal property

Meeting Your Needs Every Step of the Way

When negotiating the sale or purchase of a business, we understand that one size does not fit all. Our professionals work collaboratively with your team and key stakeholders to ensure an efficient and mutually beneficial outcome that fits your needs and your budget. Together, we determine the procedures necessary to test high risk areas, proactively uncover discrepancies or challenges, and create a suitable report. We’re with you throughout the entire lifecycle of the transaction process to validate all assumptions made thus reinforcing transparency and confidence so buyers don’t pay too much, and sellers don’t receive too little.

Learn More About Our Audit Practice And What We Can Do For Your Business

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