Due diligence + Quality of Earnings

Preparing for a merger, acquisition, or sale requires careful planning and a strengths and weaknesses analysis. A financial due diligence and quality of earnings analysis enhance your negotiating position and help you manage your tax liability.  

Protect your years of hard work and feel confident about your decisions with Aldrich’s experts. Our advisors blend their analytics and investigative skills to create a reliable assessment and mitigate transaction risks.  

Beyond due diligence and quality of earnings analyses, we can help you with business valuations, M&As, and succession planning.

Financial due diligence helps you examine risks and issues before making an investment decision. It’s customized to your needs, including identifying key business drivers, operational improvements, cost savings, quality of earnings analysis, capital and asset optimization, and more.

Due diligence for mergers and acquisitions

When preparing for a merger or acquisition, due diligence can inform future growth opportunities and post-acquisition strategies. Our services include:

• A comprehensive quality of earnings analysis
• Ensuring the integrity of financial forecasting
• Assessing the transaction structure and capital adequacy, tax efficiency, and downstream investment requirements
• Evaluating working capital requirements to support the transaction and plans for future growth

Sell-side due diligence

Due diligence analyses ensure you are fully compensated for your company’s sale, divestiture, carve-out, or spin-off. Our advisors are ready to:

• Provide a comprehensive quality of earnings analysis that uncovers potential buyer issues and maximizes company value
• Analyze operating results to receive better offers and accelerate transaction close
• Determine the most efficient tax structure for the transaction
• Create and present financial reports that portray the company honestly
• Identify any issues related to HR or IT that may impact company value
• Present a financial plan addressing the implications of the sale and post-sale strategies

Advisors at Aldrich specialize in different industries and apply a niche-specific approach to each organization’s needs. When we conduct financial due diligence, quality of earnings analysis, or any other transaction advisory services, we give your company the care and attention it deserves. If you want to take the first steps with a qualified expert, you’re in the right place. Let’s talk.