Buy-Side Financial Due Diligence
What We Do
We provide buy-side financial due diligence services for business buyers, investors, and acquirers evaluating potential acquisitions. Whether you’re acquiring a small business, investing in a private company, or expanding through strategic acquisition, we help you understand the true financial health of your target before you commit. Led by a US Army Veteran with US CPA, CMA, and EA designations and more than 10 years of experience, we deliver the insights you need to make informed investment decisions and negotiate with confidence.
Financial Due Diligence
- Historical Financial Analysis — In-depth review of financial statements to understand trends
- Revenue Analysis — Examination of revenue streams, customer concentration, and pricing
- Expense Analysis — Review of operating expenses and cost structure
- Balance Sheet Review — Analysis of assets, liabilities, and potential hidden issues
- Cash Flow Analysis — Evaluation of the business’s ability to generate cash
Quality of Earnings (QoE) Analysis
- Adjusted EBITDA Calculation — Identification of adjustments for normalized earnings
- Non-Recurring Item Identification — One-time items that distort earnings
- Owner Add-Backs & Perks — Quantification of owner compensation adjustments
- Earnings Sustainability Analysis — Assessment of whether earnings are repeatable
Tax Due Diligence
- Tax Compliance Review — Assessment of federal, state, and local tax filing history
- Tax Liability Identification — Potential exposures and unpaid taxes
- Sales & Use Tax Review — Assessment of nexus and compliance
- Transaction Tax Planning — Guidance on tax-efficient deal structuring
Industries We Serve
- Professional Services (accounting, law, consulting)
- Healthcare Practices (medical, dental, veterinary)
- Construction & Trades
- Restaurants & Hospitality
- E-Commerce & Retail
- Manufacturing & Distribution
- Technology & SaaS
- Home Services (HVAC, plumbing, electrical)
Why Work With Us
- Led by a US Army Veteran with US CPA, CMA, and EA designations
- Deep understanding of financial analysis and transaction dynamics
- Thorough, detail-oriented approach that uncovers hidden risks
- Clear, actionable reporting for confident decision-making
- Practical guidance for negotiation and deal structuring
- Responsive communication to meet your transaction timeline
