Transaction Advisory Services
Independent financial due diligence, valuation support and deal structuring, so you can buy, sell or invest with a clear view of the risks and the real value.
Overview
Make Every Deal With Your Eyes Open
Buying a business, selling one or bringing in investors are among the biggest financial decisions an owner makes. The headline price is only part of the story. What matters is the quality of the earnings behind it, the cash the business really generates and the liabilities that come with it.
Our transaction advisory team gives you an independent, evidence-based view of the numbers. You negotiate from strength, structure the deal sensibly and avoid expensive surprises after completion.
- Buy-side financial due diligence
- Sell-side readiness and vendor due diligence
- Quality of earnings and normalized EBITDA
- Net working capital and debt analysis
- Deal, tax and post-deal integration support
What’s Included
Everything Covered By Our Transaction Advisory Services
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Financial Due Diligence
An in-depth review of historical performance, assets, liabilities and forecasts that uncovers risks before you sign.
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Quality of Earnings
Earnings normalized for one-off and non-operating items, showing the sustainable profit a buyer is really paying for.
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Valuation Support
Independent analysis of value drivers and valuation ranges to support pricing, negotiation and investment decisions.
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Deal Structuring
Advice on share versus asset deals, earn-outs, deferred consideration and the tax consequences of each option.
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Sale Readiness
Preparing your business for sale months ahead: cleaner accounts, stronger reporting and fewer issues for buyers to find.
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Post-Deal Integration
Aligning accounting policies, systems and reporting after completion, so the combined business runs smoothly from day one.
Our Approach
Our Due Diligence Process
We start by agreeing the scope with you and your legal advisors. We focus on what matters most for this deal, whether that is revenue quality, customer concentration, working capital or tax exposure.
Our team then analyzes the financial records, interviews management and tests the key assumptions behind the numbers. We share significant findings as soon as they emerge, so they can shape negotiations while there is still time to act.
You receive a clear, decision-focused report. It highlights the issues, quantifies their impact and suggests how to address each one in the price, the purchase agreement or the post-deal plan.
Financial Consulting
It’s Time To Take Control Of Your Finances
Talk to an advisor about your goals. We will give you honest, practical recommendations, whether you need a one-off review or an ongoing partner.
Contact UsFrequently Asked Questions
Answers to the questions we hear most often about our transaction advisory services. Can’t find what you need? Ask us directly.
What is financial due diligence?
Financial due diligence is an independent review of a target company’s financial information before a transaction. It tests earnings quality, cash flow, working capital, debt and tax, so a buyer or investor understands exactly what they are acquiring.
What is a quality of earnings (QoE) analysis?
A quality of earnings analysis adjusts reported profit for one-off, non-recurring or non-operating items to show the sustainable earnings of the business. It is often the most important input into the purchase price.
Do you work for sellers as well as buyers?
Yes. For sellers we provide sale-readiness reviews and vendor due diligence. Both surface issues early, speed up the buyer’s process and help protect the value of the deal.
How long does a due diligence engagement take?
Most engagements take two to six weeks, depending on the size and complexity of the business and how quickly information is made available.
Do you only work on large transactions?
No. We focus on small and mid-sized transactions, including owner-managed businesses, where independent financial advice can make a significant difference to the outcome.
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