Financial Due Diligence For

Buy & Sell-Side Support For SMEs & Investors

Boost transaction success with expert Financial Due Diligence for confident, informed decisions.

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Decisions Powered by Insights

Financial due diligence is key for evaluating opportunities and mitigating risks, offering deep insights into a business's financial health.

Our due diligence services provide buyers and sellers with reliable information, facilitating informed and confident decisions in transactions.

We deliver accurate and trustworthy data, ensuring all business decisions are supported by comprehensive financial analysis.

Comprehensive Due Diligence Across Key Dimensions

Assess market analysis

Analyze market trends, growth potential, regulations, competitive landscape, and emerging opportunities.
Team Evaluation

Review the skills, experience, & networks of the team. Evaluate the strength of the advisory board members.
Product or Service Evaluation

Examine scalability, market fit, and differentiation. Review product development plans and roadmaps.
Legal Compliance

Verify incorporation documents, contracts, and agreements. Identify any existing or potential legal challenges.
Business Model Assessment

Analyze pricing strategies, unit economics, and traction. Evaluate go-to-market strategies & revenue potential.
Financial Assessment

Review historical performance, current health, & projections. Validate assumptions & ensure fair valuation.

Business & Market Review

Gain a clear picture of the company’s financial health, operational stability, and market potential to assess growth opportunities.

Examine the industry landscape, review competitive positioning, and evaluate customer base to understand the company's standing and prospects for expansion.

Analyze trends and market dynamics to forecast potential challenges and opportunities, ensuring a comprehensive understanding of the business environment.

Financial Data Analysis

Validate key metrics, assess revenue drivers, and identify financial risks or inconsistencies that could impact decision-making.

Scrutinize historical financial statements and projections to detect any discrepancies or unsustainable financial practices.

Evaluate the robustness of the financial controls and reporting systems in place, providing a solid foundation for accurate financial assessment.

Assess Commercial Viability

Analyze scalability, market fit, and competition to determine if the business model is sustainable and primed for growth.

Investigate the company’s ability to scale operations and enter new markets, while also assessing potential barriers to growth such as regulatory constraints or high market entry costs.

Examine customer acquisition costs and lifetime value metrics to gauge long-term profitability and market receptivity.

Deliver Actionable Insights

Receive a structured, data-driven report with key findings, strategic recommendations, and next steps for informed decision-making.

This report will include a detailed analysis of all examined areas, highlighting potential risks and opportunities while offering practical solutions to enhance business operations and strategic initiatives.

Gain clarity on the necessary actions to leverage strengths, mitigate weaknesses, and capitalize on new market opportunities.

Make smarter investment decisions for higher returns.

Pricing

Buyer side due diligence & Preparation
From 5,000
  • Validate financial performance
  • Assess market position & scalability
  • Identify risks & opportunities
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Sell-side preparation & documentation
From 4,000
  • Prepare robust financials
  • Showcase business strengths
  • Streamline buyer evaluations
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What Our Customers Are Saying

Daniel Dmitriouk CEO, LUCKY PUNCH

Reliable, fast, & efficient! They has simplified my operations with their excellent accounting & reporting. Highly recommend!

Nadia Fischer CEO, WITTY WORKS

Pascal is super fast and competent in his field. We are glad that he stands by our side in our decisions.

Christian Greis CEO, DERMA2GO

I really appreciate working with Pascal – very reliable, competent and motivated!! Keep going!!

Vincent Martinez CEO, NANOLEQ

Pascal is dedicated, experienced and trustworthy! I highly recommend working with him.

Erich Zaugg CEO, DIRECT MAIL

Thanks! Scalemetrics. It went very quickly and the result was perfect. We will definitely consider you again if necessary.

Frequently Asked Questions

Financial due diligence (FDD) is a comprehensive analysis of a company's financial health, performance, and prospects. It involves reviewing financial statements, assessing accounting policies, evaluating cash flows, and identifying potential risks to inform investment or acquisition decisions.

FDD provides critical insights into a target company's financial stability and potential liabilities, enabling informed decision-making during mergers and acquisitions. It helps buyers assess valuation, negotiate terms, and identify any financial red flags that could impact the transaction's success.

Key components include:

  • Financial Statements Review: Analyzing historical and current financial statements for accuracy and trends.
  • Quality of Earnings Assessment: Evaluating the sustainability and reliability of earnings.
  • Cash Flow Analysis: Assessing liquidity and cash generation capabilities.
  • Working Capital Evaluation: Determining the company's short-term financial health.
  • Debt and Liability Examination: Identifying existing debts and potential obligations.

The duration of FDD varies based on the complexity and size of the target company but generally ranges from two to six weeks. Timely access to accurate financial information can expedite the process.

Documents commonly reviewed include:

  • Audited Financial Statements: Past three to five years.
  • Tax Returns: Recent filings.
  • Accounts Receivable and Payable Aging Reports.
  • Debt Agreements and Schedules.
  • Budgets and Financial Projections.
  • Significant Contracts and Leases.