Due Diligence

Due diligence is the process in which the buyer and the buyer’s advisors verify everything they have been given during the sales process, verify the quality of the assets involved, and look for any unpleasant surprises.

Buyers need to obtain information required by the financing source and often ask for information to get a head start on forward-looking planning and budgeting.

This can be a daunting process.

To relieve the pressure on the selling company, we assist in preparing a data room beforehand that usually covers 90% of the documents and reporting required. This keeps things moving.

In most transactions, the due diligence process moves smoothly.

The most common issue is inventory.

Inventory items that have not had activity for twelve months, or is orphaned, is the most common area for concerns.

Owners who consider this before going to market will be a step ahead and reduce potential conflict.

What our clients are saying...

“Skip and I continue to be grateful for all you have done to make the sale of Pure Flow come to fruition…your expertise, character and perseverance.”

- Mary Iltis, Seller

Pure-Flow