Acquisition or investment
A buyer or investor needs to understand sustainable earnings, cash, debt and financial risks.
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Valuation & Due Diligence
Know what drives the value.Know what could change it.
Purpose-defined valuation and financial due diligence for acquisitions, disposals, investments, shareholder decisions and strategic planning—with assumptions and evidence kept visible.
Purpose-definedStandard and depth selected for the decision
Evidence-ledEarnings, cash and balance-sheet drivers tested
Limitations visibleAssumptions and unresolved matters stated
When this service fits
Choose it for a defined operating need.
Choose the service when value or transaction risk must be supported by financial analysis rather than a headline multiple or untested forecast.
Sale or fundraising
Owners need a defensible value narrative and clarity on issues likely to affect negotiations.
Shareholder or restructuring decision
A transaction, reorganisation, buyout or succession step requires a defined valuation basis.
Strategic planning
Management needs to understand the drivers that create or erode enterprise value.
How the engagement moves
Four stages. A visible output at every stage.
The scope begins with the purpose, decision standard and access level, then focuses analysis on the factors most likely to affect value or transaction terms.
01Stage 01
Define purpose and scope
Confirm the decision, valuation date, standard, transaction context, access and materiality.
Stage outputEngagement and information scope
02Stage 02
Build and test the fact base
Review historical results, balance sheet, cash flows, forecasts, customer data and transaction records.
Stage outputNormalised financial dataset
03Stage 03
Analyse value or risk
Apply appropriate methods or diligence procedures and test material assumptions and sensitivities.
Stage outputValuation or diligence analysis
04Stage 04
Report and discuss implications
Present findings, limitations, sensitivities and matters affecting negotiation or next steps.
Stage outputDecision report and issue list
Defined deliverables
What management receives.
The exact deliverable depends on whether the engagement is a valuation, full financial diligence or a focused red-flag review.
Normalised earnings analysis
Adjustments and recurring/non-recurring factors affecting maintainable performance.
Cash, debt and working-capital view
Financial positions and trends relevant to enterprise-to-equity value or transaction terms.
Valuation or red-flag report
Methods, assumptions, findings, sensitivities, limitations and identified transaction issues.
Decision and negotiation issues
Priority questions, information gaps and matters for price, protections or completion planning.
Scope discipline
Valuation and due diligence answer different questions.
A valuation estimates value under defined assumptions and methods. Due diligence investigates information and risks for a decision. A transaction may require both, but the procedures and outputs should remain clear.
Estimate value
Methods and assumptions selected for the purpose, business and available evidence.
Investigate financial risk
Quality of earnings, cash, debt, working capital, controls and other agreed areas.
Connect findings to terms
Issues can affect price, adjustments, protections, conditions or integration planning.
State what was not tested
Access restrictions, reliance, assumptions and excluded work remain explicit.
Records to begin
Start with the information that creates the position.
We tailor the final request list after an initial discussion. These records normally provide the starting point.
- Three to five years of financial statements
- Current management accounts and trial balance
- Budgets, forecasts and underlying assumptions
- Customer, product and project revenue analysis
- Debt, leases and contingent liabilities
- Working-capital and cash-flow information
- Material contracts and transaction documents
- Tax, audit and legal issue summaries
Questions before you engage
Clear answers about this scope.
The final scope depends on the entity, operating model, records, authority requirements and the facts confirmed during onboarding.
Which valuation method will you use?
The method depends on purpose, business model, maturity, forecast reliability and market evidence. More than one method may be considered.
What is financial due diligence?
It is a focused investigation of historical and current financial information, earnings, cash, debt, working capital and agreed risks for a transaction decision.
Can you provide a quick indicative value?
A high-level range may be possible with limited information, but its purpose, assumptions and limitations must be clearly stated.
Do you support negotiations?
Findings can be translated into decision questions and financial issues for price or terms, while legal drafting remains with counsel.
Can you review a seller’s forecast?
Yes. Key drivers, assumptions, sensitivities and reconciliation to historical performance can be assessed within the agreed scope.
Related services
Move to the service that matches the next requirement.
Each page has a defined scope. Select the current service or move to another service when the business need changes.
Contact Us
Discuss a valuation or review Define the decision before choosing the valuation or review depth.
Tell us the transaction, purpose, deadline and information available. We will propose the analysis that the decision actually requires.