Due Diligence.

When it comes to business investments, we understand the importance of analyzing and mitigating risk before entering a proposed transaction. While assessing risk is certainly part of the job, we also provide guidance on how to integrate operations effectively, focusing on people, systems, and processes. 

When engaging in due diligence, we work alongside our clients to craft a high-level strategy and a tactical plan. It’s not just about analysis of the deal, agreements, and numbers; we take the time to understand what the business truly is, identifying the why, the how, and most importantly, who’s involved – past, present and future. We’re trusted to provide: 

• Deep dive into company’s background and management plans
• Financial performance reviews of the business
• Examine company’s strategic initiatives and impact
• Competitor analysis
• Project planning
• Assist in preparation for successful ownership
• Detailed plan to help mitigate risks and maximize opportunities through acquisition 

We’ll work with your team and obtain key information to thoroughly understand the business, analyzing its history, present state, and future. We will conduct interviews of key staff, leaders, and stakeholders of the company, to assess capabilities and for cultural fit. We also analyze external factors which could potentially impact the business in the coming years. 

A detailed report will be developed that speaks to leadership, personnel, financial reporting, operations, marketing, and sales. This report highlights key recommendations for the transaction, transition of ownership, integration period, and ongoing operations.