Due Diligence

We provide financial and tax due diligence, applying commercial logic to risk mitigation, ensuring our clients are well informed and empowered to make key decisions during
a transaction process. We pride ourselves on being commercial, responsive,
technically excellent and flexible.

Pre-Deal Planning

Define scope, priorities, and risk focus areas.

Data Collection

Gather and verify key financial and tax data.

Due Diligence Reviews

Comprehensive analysis of financial and tax information to uncover risks and validate deal assumptions.

Risk Reporting

Clear identification and communication of key risks, ensuring issues are addressed early and decision-making is fully informed.

Pre-Deal Planning

Define scope, priorities, and risk focus areas.

Data Collection

Gather and verify key financial and tax data.

Due Diligence Reviews

Comprehensive analysis of financial and tax information to uncover risks and validate deal assumptions.

Risk Reporting

Clear identification and communication of key risks, ensuring issues are addressed early and decision-making is fully informed.

Services We Offer

Financial
Due Diligence

Our financial due diligence team provides rigorous analysis to identify risks, challenge assumptions and protect value, helping clients avoid unexpected issues post‑transaction.

We take a commercial and pragmatic approach, tailoring our work to the transaction and focusing on the issues that really matter to decision makers. We assess the quality and sustainability of the target’s earnings, highlighting risks as well as opportunities to create value. This detailed analysis is refined into clear insights, giving clients the confidence to make well-informed decisions.

Tax Due
Diligence

Our tax due diligence team reviews and analyses a target’s tax affairs to identify potential risks, exposures, and structuring opportunities. Our objective is to ensure there are no surprises during a transaction.

We realise the importance of helping a purchaser understand the tax function and tax compliance status of a target business without getting mired in fine detail.
We therefore adopt a commercial approach to due diligence, understanding that the value is as much in advising our clients on how best to practically deal with tax issues as it is in helping them to understand the risks.

Vendor
Due Diligence

Our vendor due diligence gives sellers a clear and credible report on their business before going to market.

By preparing a comprehensive review in advance, we identify potential issues early and present the business in a transparent way that builds buyer confidence. This proactive approach helps reduce delays, avoid surprises during negotiations, and supports smoother, faster transactions that protect and maximise value for the seller.

Pre-Lending
Due Diligence

Our pre-lending due diligence provides lenders with an independent assessment of a borrower’s financial position.

By reviewing financial metrics, we are able to highlight potential risks and confirm the borrower’s capacity to service debt. Our work also considers forecast assumptions and stress tests, providing a realistic view of how the business might perform under different scenarios, giving lenders the assurance needed to set sustainable debt structures.

Case Studies

Testimonials

Select Due Diligence Clients

info@jamescowperkreston.co.uk

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