Overview
Overview
Financial due diligence goes beyond the reported numbers to analyse sustainable earnings, debt-like items and working capital.
We provide buyers, investors and lenders with analysis that supports valuation and deal terms.
Who this is for
- Investors and acquirers
- Sellers preparing vendor due diligence
- Lenders
Scope of work
The precise scope is confirmed in writing for each engagement. It typically includes:
- Quality of earnings
- Net debt and debt-like items
- Working capital analysis
- Key findings report
Documents usually required
- 01Data room access
- 02Monthly management accounts
- 03Audited financials
We share a checklist specific to your case. Please do not send identity or financial documents by email — existing clients can upload them securely through the client portal.
How we work
- 1
Engagement acceptance
Independence checks, engagement letter and agreement on scope, timelines and reporting.
- 2
Planning & risk assessment
Understanding the entity, its controls and the areas that need the most attention.
- 3
Fieldwork
Testing of transactions, balances and controls, on-site or remotely, with regular status updates.
- 4
Discussion of findings
Observations are discussed with management before the report is finalised.
- 5
Reporting
Issue of the report in the applicable format, along with a management letter where relevant.
Frequently asked questions
Is this the same as an audit?
No. Due diligence is a targeted analysis for a transaction and does not result in an audit opinion.
Last updated 11 Oct 2026. This page is general information, not professional advice. Applicability depends on your facts and the law in force; we do not guarantee any particular outcome, saving, registration or approval.