Financial Due Diligence

Making informed decisions about buying or selling a business requires a solid foundation of understanding. Our dedicated team helps you build confidence in your transactions through thorough financial analysis and strategic insights, ensuring you have clarity at every step. 

How We Help 

Quality of Earnings Analysis 

We help you understand the true financial picture by:

  • Analyzing historical earnings and financial trends
  • Identifying sustainable versus one-time revenue streams 
  • Evaluating working capital requirements 
  • Assessing the quality and stability of customer relationships 
  • Reviewing operational metrics and performance drivers 

Deal Structure Support 

We work alongside you to:

  • Design optimal transaction structures 
  • Identify potential risks and opportunities 
  • Evaluate proposed terms and conditions 
  • Assess tax implications and considerations 
  • Build strategies for post-close success 

Value Assessment 

Our thorough analysis includes:

  • Comprehensive business valuations 
  • Industry and market analysis 
  • Growth potential evaluation 
  • Risk factor assessment 
  • Synergy opportunity identification 

Our Process 

Discovery Phase 

  • Review historical financial statements 
  • Analyze accounting policies and procedures 
  • Examine key business drivers 
  • Assess market position and competition 
  • Review customer and vendor relationships 

Deep Analysis 

  • Validate revenue recognition 
  • Evaluate expense structures 
  • Analyze working capital trends 
  • Review operational metrics 
  • Identify potential synergies 

Strategic Insights 

  • Develop detailed findings report 
  • Present key transaction considerations 
  • Outline potential risks and opportunities 
  • Recommend strategic approaches 
  • Support negotiation strategies 

When to Engage Our Team 

Our financial due diligence services are particularly valuable when: 

  • Considering transactions valued at $5.0 million or above 
  • Evaluating strategic acquisition opportunities 
  • Planning for ownership transitions 
  • Preparing for a sale to strategic buyers 
  • Exploring merger possibilities 

Why Partner with Rea 

Thorough Approach 

We dive deep into the numbers to provide you with clear, actionable insights that support informed decision-making. 

Clear Communication 

Complex transactions require clear understanding. We translate financial analysis into practical insights you can use. 

Relationship Focus 

We work closely with you to understand your goals and build strategies that align with your objectives. 

Quality Standards 

Our commitment to thoroughness and accuracy helps you build confidence in your decisions. 

Let’s Build Your Next Chapter 

Whether you’re considering an acquisition or preparing for a sale, we’re here to help you build a strong foundation for your transaction’s success. 

Contact us to start building your due diligence strategy today. 

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Our financial due diligence services typically focus on transactions valued at $5.0 million and above. Contact us to discuss your specific situation and how we can help. 

Accreditations and Associations: 

Our Service Leader

Paul Weisinger
Principal, Director of Valuation, Litigation, & Transaction Advisory Services

Testimonials from Financial Due Diligence Clients

“The thing I like best about Rea are the people.”

Ric Butler, AJ Asphalt

“They listen and learn consistently, so they know the right advice to provide at the right time and direct their customers to a safe and protected life.”

John Schaeffer, North Ohio Heart Center Inc

“Friendly, honest and trustworthy. They are always there to answer questions.”

Kent Caserta, Kent A Caserta DDS Inc

Financial Due Diligence Insights