Performance and earnings
Historical revenue, margins, owner adjustments, unusual items, customer or supplier concentration and the assumptions supporting maintainable earnings.
Business acquisitions · Australia-wide
Know what you are buying
before you commit.
Independent financial and tax due diligence for buyers, investors and business owners who need a clearer view of performance, risks and deal assumptions.
A decision-focused review
Financial statements are
only the starting point.
Business due diligence tests whether the commercial story is supported by the records. We examine the quality and sustainability of earnings, cash conversion, working capital requirements, debt, tax positions, related-party activity and significant adjustments.
The scope is tailored to the proposed transaction, information available and decisions you need to make. Our role is not to tell you whether to buy; it is to give you clearer financial evidence, questions and risk areas before you decide.
Cash flow and working capital
How reported profit converts to cash, seasonal funding needs, debtor and creditor patterns, inventory, capital expenditure and likely working-capital requirements.
Tax and balance-sheet risks
Tax lodgements and liabilities, payroll and superannuation exposures, financing, contingent obligations, related parties and items requiring legal or specialist advice.
How the engagement works
Secure, virtual and
clearly scoped.
After an initial discussion, we provide a written scope covering the information required, areas to be reviewed, limitations, deliverable, timing and fee. Records can be supplied securely and meetings are conducted by video or telephone anywhere in Australia.
The final output may include a written findings report, schedules and a discussion of material observations. Due diligence does not replace legal advice, valuation advice or other specialist work; we help identify where those questions arise.
For brokers and lawyers: read our referral-partner due diligence guide.
Frequently asked questions
What clients often ask
before we begin.
When should due diligence begin?
Ideally before you become unconditionally committed. Starting early gives you time to request records, test assumptions and raise questions while the transaction terms can still be considered.
What information is usually reviewed?
The scope may include financial statements, tax returns, management reports, bank and loan information, payroll, superannuation, working capital records, customer or supplier concentration and proposed adjustments.
Can the review be completed virtually?
Yes. The engagement can be delivered Australia-wide using secure document exchange and focused video or telephone meetings.
Before you sign
Bring us into the process
while questions can still be asked.
Tell us what you are considering, the proposed timetable and what information is available. We will confirm whether the work is suitable and define the scope before starting.