Are you preparing to sell your business and want help with preparing due diligence documentation?

Alternatively, are you seeking to merge with or acquire another company and do you want assistance analysing the due diligence documents presented to you by your target?

If so, please contact our team of chartered, ACCA-accredited accountants for advice and support whether you’re still at the negotiation stage, you have already signed Heads of Terms, or if the due diligence process has begun.

Due diligence for M&A – what is it?

Due diligence is the process whereby a potential investor of a business investigates a company’s operations – from assets, employees and property, through to tax status, data protection compliance and insurance policies.

The process is designed to identify any key issues and make the proposed buyer or merger partner aware of any inherent risks in a business with a view to helping support the valuation they’ve put upon their potential investment.

M&A due diligence checklist

Our highly experienced team of chartered accountants will help make the process of conducting purchase or M&A due diligence as painless as possible. 

Please find below a brief summary of the areas we’re able to provide you with support on:

• business asset identification, ownership, and valuation
• company organisation and employment structure
• inventory of property owned by the business
• description of any current litigation or regulatory disputes
• summaries of any current or impending HMRC investigation
• presentation of records of tax and VAT
• the staff in the business, their roles, and any future commitments promised to them
• Insurance policies held by the business
• health and safety policies of the business
• status of director and employee pension plans
• details of IP and information technology
• data protection policies of the business

Black & White – accounting made simple

Our due diligence service is part of our wider suite of accounting and business consulting services.

We worked with a variety of businesses across a number of sectors. We understand the challenges you face managing your accounts, filing your tax returns, and growing your business.

When you choose to work with us, we view you not just as another client but as a partner. We’re on a journey with you and will proactively take steps throughout the course of the year to identify opportunities and threats that could have an impact on your business.

Are you looking for a due diligence guide or M&A accountancy advice?

Looking for an experienced professional in due diligence to guide you through the process, whether you’re buy-side or sell-side? 

Contact us today and we’d be happy to share with you: 

• our complete due diligence checklist for M&A 
• M&A due diligence case studies 

We offer a free, one-hour consultation at our Hampshire headquarters as well as providing expert advice and guidance over the phone on 0800 140 4644 or by email at: [email protected].