Earnings & revenue
Examine revenue trends, customer concentration, margins, unusual items, and the assumptions behind reported performance.
FINANCIAL & OPERATIONAL DUE DILIGENCE
Know what you’re buying.
Plan what comes next.
Connect the reported results to the way the business actually operates, before you commit to a transaction.
Discuss your transaction ↗BEHIND THE HEADLINE NUMBERS
What holds up under a closer look?
Cash & working capital
Understand collections, inventory, payables, seasonality, and the cash required to keep the business operating.
Operational dependencies
Trace people, systems, suppliers, handoffs, and hidden work. Identify where a transition may create additional cost or execution risk.
Forecasts & deal assumptions
Test the drivers, sensitivities, investment needs, and proposed synergies behind the business case.
Financial processes
Review reporting reliability, closing routines, approvals, and finance capacity. Identify gaps that may affect decision-making.
The first steps after closing
Translate findings into priorities, owners, measures, and a practical integration plan.
A REVIEW BUILT AROUND YOUR DECISION
From the data room to the operating plan.
- Define the questions.
Agree on the transaction context, information available, material concerns, and scope.
- Follow the evidence.
Review records, discuss how work gets done, and track open questions.
- Make the implications clear.
Summarize findings, assumptions, unresolved issues, and the effect on value, cash, and execution.
- Prepare to act.
Use findings to support negotiations, specialist review, and post-close priorities.
WHAT YOU RECEIVE
A decision brief you can use.
Clear findings.
Visible assumptions.
A practical next step.
Deliverables may include a financial and operational findings memo, supporting analysis, a risk and open-items register, and integration priorities. Scope, timing, data access, and fees are agreed for each engagement.
We coordinate with your legal, tax, and other specialist advisors. This is financial and operational advisory work, not an independent assurance audit, legal opinion, tax opinion, or formal valuation unless separately scoped with qualified providers.
YOUR BUSINESS. YOUR NEXT CHAPTER.
Let’s talk about the decision behind the deal.
Serving businesses nationwide across the United States and Canada, with remote collaboration and on-site work by arrangement.
Talk with Finstravi ↗