Financial Due Diligence

Financial due diligence, delivered as your back office

We act as the analytical engine behind your deal team — executing buy-side and sell-side financial due diligence so your partners can focus on judgment, negotiation and the client relationship.

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What we deliver

Built to slot into your engagement

  • Buy-side and sell-side financial due diligence
  • Proof of cash and bank-to-book reconciliations
  • Revenue, gross-margin and cost-of-sales analysis
  • Add-back validation and management-adjustment review
  • Databook preparation and management-meeting prep
  • Trial-balance to financial-statement tie-outs
VIRTUAL DATA ROOM · REVIEW STATUSFINTAXLEGHROPSITReviewedFollow-upPending
How the engagement works

An offshore extension of your team

01

Plug us in

We integrate with your deal workflow, data room access and review standards as a seamless offshore extension.

02

We run the analysis

Proof of cash, revenue and margin analysis, add-back testing — executed with a zero-variance discipline.

03

Continuous delivery

Our 24/7 model keeps the analysis moving through your deal timeline, not stalling on capacity.

04

You own the client

Every deliverable lands in your format for your review; you present to the end client under your brand.

Case study

Proof of cash that unblocked a sell-side deal

ClientA Midwest advisory firm
End clientTheir manufacturing-sector sell-side client
EngagementSell-side financial due diligence
TurnaroundProof of cash in 4 business days

The challenge

A sell-side engagement stalled when the target's cash records wouldn't reconcile to the bank across a 24-month period, threatening the deal timeline and the firm's credibility with the buyer.

What we did

Our team rebuilt a two-level proof of cash — tying deposits and disbursements from bank statements to the books month by month, isolating timing differences and reclassifications until the variance tied to zero.

The outcome

The reconciliation closed a diligence gap the buyer had flagged, and the firm delivered a clean proof of cash that kept the transaction on schedule.

Case study anonymized to protect client confidentiality.

Add capacity without adding headcount

Let's talk about how an offshore financial due diligence team can extend your firm's delivery.

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