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Whether you’re buying or selling a business, performing quality of earnings due diligence is critical to understanding the fine line between potential risk and reward. Our comprehensive financial due diligence services — including quality of earnings analysis, working capital assessment, tax compliance, tax structuring analysis, and purchase price allocation analysis — help you make more informed decisions.

For buyers, we help determine if the seller’s information is accurate. We dig deeper to give you the complete story behind the numbers, assessing the company's historical financial performance and condition, identifying key drivers of trends, and uncovering weaknesses and future growth opportunities. We also help you reduce risk by minimizing your potential tax exposure.

For sellers, we strategize opportunities to maximize the transaction value, identify and remedy potential exposure areas, help prepare management for the acquisition, and expedite the sale process. We look beyond the reported financials and provide insights into earnings, quality of working capital, and liabilities to improve buyer and lender confidence.

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Critical due diligence considerations

boardrooom with wood table and white office chairs
4 min read
What IT risks are you inheriting with your acquisition?
If your target meets any of these four criteria, don't skip due diligence.
Doug Hockenbrocht
Article June 16, 2017 4 min read
Ten critical factors to accurately assess your target's growth potential
Daron Gifford
Article October 25, 2016 5 min read
Identify hidden financial and tax risks for your acquisition
Matt Petrucci
Article October 26, 2016 3 min read
Address these three high-risk areas for a successful acquisition
Brandon M. Podolski Plante Moran Cresa
Article October 26, 2016 4 min read

Six critical due diligence considerations for private equity
Strategies to mitigate uncertainties and invest with greater confidence

Related Events

  • M&A East 2018
    Plante Moran is pleased to be a Gold Sponsor at this year’s M&A East conference in Philadelphia, Pa.
    Event October 23 - 25, 2018 Upcoming
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Quality of Earnings Thought Leadership

  • Sell-side due diligence: The means to an end
    While due diligence is an inevitable step in the buying process, it's not as prevalent with sellers. But it should be. After all, it increases the odds of an efficient and successful sale. Read more at Middle Market Growth.
    Michele E. McHale Robert Shefferly III Eric Wozniak
    Article September 18, 2018 1 min read
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  • Food for Thought: Preparing a food and beverage company for sale
    Considering the sale of your food and beverage company? Our podcast discusses industry market trends and steps to prepare your business for sale.
    Matt Petrucci
    Podcast September 4, 2018 26:36 listen
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  • Sale readiness and the value proposition of seller’s due diligence
    Thinking of selling your business? Careful transaction planning is critical to minimizing the risks and streamlining the transaction process. Use these three steps as your keys to unlock the value within your business.
    Eric Wozniak John Samulak
    Article July 15, 2018 10 min read
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  • Tax reform: What are the implications on M&A structuring?
    How will the Tax Cuts and Jobs Act affect private equity investors and sponsors? Available from ACG Global, view the on-demand webinar to hear from our experts on the key provisions and strategies that you need to know about tax reform.
    Michael Monaghan Jeremy Sikkema
    Webinar February 14, 2018 60 minute watch
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Our clients say

Plante Moran’s transaction advisory services helped us identify and validate investment opportunities and define and mitigate potential risks, avoiding surprises post-closing. Their audit and tax teams tailor their approach and solutions to ensure our portfolio companies are implementing best-in-class financial reporting practices and proactive tax strategies to optimize after-tax cash flows. Plante Moran’s “one-firm” firm approach is particularly useful for private equity groups like ourselves due to the access to the full resources of the firm, whether it be tax, audit, valuation, or various consulting needs. There’s always someone with the right expertise and experience to respond to our needs.

Richard J. Harpster Managing Director, Svoboda Capital Partners

Our Team

Our financial due diligence team brings you extensive knowledge and M&A expertise. Our multidisciplinary professionals have diverse backgrounds, including traditional audit and tax, corporate management, and investment banking. Our teams also include industry experts based on the specific needs of your transaction. This highly personalized approach ensures you gain the experience, resources, and guidance to lessen uncertainty and maximize transaction value.