Lisa Chapman
Lisa Chapman

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Coaching for Business Growth and Profits

Due Diligence Tailored to Individual Needs


Financial and Operational Due Diligence is an examination of a business that is the target of future investments, its primary objective being to determine whether the actual status of a company is consistent with their declared status.(*)

A planned, focused approach to Due Diligence identifies potential deal breakers, value drivers and other areas of specific client interest.


Financial Accounting Due Diligence services may include:

·                  Assess quality of earnings, including identifying overly aggressive accounting policies

·                  Analyze cash flows (e.g., working capital changes, capital expenditures, etc.)

·                  Review on and off balance sheet assets and liabilities

·                  Identify key business drivers, trends in profitability and significant concentrations of risk

·                  Evaluate management’s forecast

·                  Conduct comprehensive discussions with management and their advisors

·                  Perform both buy-side and sell-side due diligence

 

                                                                                 

Operational Due Diligence services may include:

 

·                  Business Plan Review

·                  Strategic Analysis

·                  Management Team Leadership Assessment

·                  Customer Relationship Management

·                  Performance Improvement Opportunities

·                  Growth Capabilities Assessment

·                  Real Estate Advisory

 

 

(*) Note: Legal Due Diligence should also be conducted by a qualified, experienced attorney.

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