The Essential Guide to Due Diligence
Understand the financial realities behind a business and prepare for a stronger, smoother transaction whether you're buying, selling, or investing.
Successful Transactions Come from Preparation and Information
The due diligence process is essential for uncovering the true earning power and financial health of a business. With shifting market conditions and increasing scrutiny from buyers and investors, understanding the sustainability and accuracy of a company’s financials has never been more critical.
Key Insights From the Guide
Our comprehensive due diligence and Quality of Earnings (QofE) resource outlines the processes, risks, and financial factors that shape a successful buy-side or sell-side transaction.
You’ll gain clarity on:
- The key differences between a QofE analysis and an audit.
- Common financial adjustments uncovered during due diligence.
- How to evaluate acquisition risk across financial, operational, and strategic categories.
- The benefits of sell-side due diligence in maximizing valuation and speeding up closing.
Optimize Performance
Learn how a thorough QofE analysis helps you understand normalized earnings, evaluate sustainability, and gain visibility into revenue drivers, margins, working capital, and ongoing cash needs. The guide breaks down the financial components that influence value and prepares you to answer buyer questions confidently.
Navigate Risk
Beyond financials, the guide explores risks related to technology, HR, tax, compliance, cybersecurity, litigation, and operational processes. You’ll see how uncovering these issues early strengthens negotiation positions and improves transparency throughout the deal.
Achieve Sustainable Growth
Whether you're preparing to sell or evaluating an acquisition, understanding your financial baseline and addressing adjustments early leads to stronger outcomes. Discover how proactive sell-side due diligence improves valuation, reduces disruptions, and builds trust with potential buyers.
Discover how you can easily navigate due diligence and QofE processes.