Due Diligence
Financial due diligence support for acquisitions, funding rounds, or partnerships, done before it's asked for.
Best for businesses on either side of an acquisition, funding round, or partnership needing financial review.
- Financial statement review
- Red-flag identification
- Findings summary report
- Support through Q&A rounds
Ongoing reporting, forecasting, and decision support for businesses that have outgrown spreadsheets but aren't ready for a full-time CFO — plus project-based valuation and fundraise support.
How this can be structured.
Who this is built for.
- Founders raising or preparing to raise
- Businesses without an in-house finance lead
- Companies needing board-level reporting
About Due Diligence.
Which side of the deal do you support?
Either — reviewing target financials, or preparing your own for a buyer's diligence.
How long does this take?
Depends on scope, typically 1–3 weeks for a standard review.
Other services in this category.
Virtual CFO
Ongoing strategic finance leadership — reporting, forecasting, and decision support, treated as an extension of your team.
Budgeting
Annual and departmental budgets built around realistic, defensible assumptions instead of last year plus a guess.
Forecasting
Rolling forecasts updated monthly against actuals, so plans stay grounded in what's actually happening.
Cash Flow Management
Active monitoring and planning to keep cash position predictable and avoid last-minute scrambles.