Accuracy & Reliability
Validate the financials through a comprehensive examination to ensure the accuracy and reliability of the financial statements, confirming they accurately reflect the business’s financial status.
Profit Analysis
Conduct a detailed analysis of revenue, operating expenses, key financial trends, earnings, and management adjustments (add-backs) to normalize earnings and provide a clear picture of the business’s profitability.
Cost Efficiency
Review key costs of the business, including employee and contractor expenses, to evaluate the efficiency and sustainability of the overall cost structure.
Balance Sheet Assessment
Perform an in-depth review of the balance sheet, assessing the financial health of the business, with a focus on the quality of assets, liabilities, and the equity structure
Capital Analysis
Analyze net working capital over the trailing 12 months to understand its impact on cash flow and the operational efficiency of the business.
Tax Risk Overview
Conduct a light tax review aimed at identifying any potential red flags or areas of concern, offering insights into
possible tax risks without conducting full tax diligence
Summary Report
Deliverable will include detailed working Excel files accompanied by a concise executive summary of our findings, featuring key insights and limited but focused commentary to assist in your decision-making process
