M&A Due Diligence Support
Review financial records, working capital, and unusual transactions before buying or selling a business.
Online service across all 50 states
What this service is
When a business is being sold, acquired, or raising capital, the other side examines its financials in detail before closing. Due diligence support gets your numbers ready and keeps the process moving: we clean up and document the books, normalize earnings (adjusting EBITDA for one-time and owner-related items) to support a quality-of-earnings review, build an organized financial data room, model the tax effect of asset, stock, and rollover structures, and answer the buyer's or investor's financial questions alongside your banker and attorney.
Forms & documents involved
What we actually do
Clean up the books
Reconcile accounts, fix classifications, and document key judgments before diligence starts.
Normalize earnings
Identify one-time, non-recurring, and owner-related items and present adjusted EBITDA.
Analyze working capital
Calculate normalized working capital to support the purchase price adjustment.
Build the financial data room
Organize statements, tax returns, contracts, and schedules in the order buyers ask for them.
Model deal tax structure
Compare after-tax proceeds for asset sale, stock sale, and rollover equity scenarios.
Answer diligence requests
Respond to the counterparty's financial and tax questions on schedule.
Prices by scope
Compare the work included at each price. Your final scope and fee are confirmed in writing before work begins.
Initial review of books, documentation, and likely diligence gaps.
- Under $5M revenueOne entity$2,280
- $5M–$25M revenueSeveral entities or inventory$3,880
- Over $25M revenueOr carve-out transactionFrom $6,280
Scoped by transaction size and current book quality.
- Under $5M revenueNormalization schedules and cleanup$7,200 per project
- $5M–$25M revenueMonthly trending, working capital analysis$12,800 per project
- Over $25M revenueSeveral entities or carve-outFrom $19,800 per project
Organizing and populating a financial data room.
- StandardFinancial and tax folders$1,880
- ComprehensiveContracts, HR and operational schedules indexed$3,280
For deal processes that run over multiple months.
- LightUp to 20 hours per month$2,680/month
- ActiveUp to 45 hours per month$4,880/month
We do not provide investment banking, legal, or audit opinion services, deal structuring, valuation negotiation, and legal terms are handled by your bankers and attorneys, with tax and financial diligence coordinated alongside them.
What You Get
Quality-of-Earnings (QoE) Support
Normalizing EBITDA, identifying add-backs, and stress-testing the numbers a buyer or investor will scrutinize first.
Financial Cleanup & Documentation
Closing gaps in the books, reconciling open items, and organizing supporting documentation before diligence requests start.
Data Room Preparation
Building and organizing a financial data room structured the way buyers and their advisors expect to see one.
Tax Structure Coordination
Coordinating the tax implications of deal structure (asset vs. stock, rollover equity, escrow) with your tax and legal advisors.
Advisor Handoff & Coordination
Working alongside your investment bankers, M&A attorneys, and the buyer's or investor's diligence team as one coordinated process.
- Diligence readiness assessment and gap list
- Normalized EBITDA and add-back schedule
- Organized financial data room
- Tax structure coordination notes for legal and banking advisors
When this service may fit
- A sale, acquisition, or fundraising process is starting within the next few months
- You need a defensible quality-of-earnings view before negotiating valuation
- Buyer or investor diligence requests are arriving faster than your current books can answer them
- You want a financial data room organized before requests start, not after
Often handled together
Clients who use this service often add these. Tick any to see the combined starting price.
How It Works
Diligence readiness assessment within the first one to two weeks
Clarify the buyer or seller perspective, deal structure, timeline, and financial questions that matter to the transaction.
Financial cleanup and QoE support
Reconcile financial statements with supporting records and examine revenue, expenses, working capital, and debt-related schedules.
Data room build-out and organization
Identify unusual items, evidence gaps, and proposed adjustments, distinguishing documented findings from unresolved assumptions.
Ongoing diligence-request support through close
Deliver the agreed financial analysis and open-issues list to management and coordinate with legal, tax, and transaction advisers.
Your Role
Provide access to the agreed data room and knowledgeable operating contacts, and explain related-party activity and nonrecurring transactions.
Service Scope
Financial diligence is not an audit, legal diligence, fairness opinion, or business valuation. A formal quality-of-earnings report or purchase-price mechanism requires explicit scope.
Start M&A Due Diligence Support online
Choose the closest scope and send your request online. We’ll confirm the final work and fee in writing before anything begins.
Explore self-service calculators Already a client? Order in your portal