Family Office Buy Side & Sell Side Due Diligence

Our Expertise

Plante Moran Family Office Group’s due diligence experts can help you with pre- or post-deal due diligence. Whether you need expert analysis from the buy-side or sell-side, our team will provide thorough analysis and recommendations to aide in your business decisions.

Our buy-side due diligence services include a thorough analysis that provide you with the information needed to close the transaction quickly and confidently. We will help you understand the stories behind the numbers, assess your target’s historical financial performance and condition, key drivers of trends, and identify weaknesses and future opportunities. We offer flexible services, tailored to the unique dynamics of your transaction, to mitigate risk and ensure a healthy return on investment. On the sell-side, we will ensure you maximize the transaction value, avoid surprises, expedite the sale process, and reduce your tax exposure.

Our services guide your family office through the fog of transaction complexity including utilizing our tax structuring specialists who assist with all forms of transactions, including asset or stock transactions and tax-free reorganizations. We can also assist with structuring any contingent purchase price, financing the transaction, multiple classes of ownership, and the retention of or grant of ownership interests. With a cross-functional practice experienced in working on both private equity and strategic buyouts, we bring insights, expertise, and support to any transaction in any industry, across the country and the world.

Client Experience

Our Team

Each family office client has a single lead relationship partner who creates a customized approach and experienced team to meet your needs. We start the process for designing the client experience by listening and helping you identify your office’s challenges and goals. Organized around industry and technical expertise, there are over 120 professionals who work within our family office industry group. Our purpose is to support you in an effort to protect, preserve and enhance their wealth.