Due Diligence

Our due diligence team develops a full picture and understanding of a target company’s operating results and its ability to generate sustainable recurring cash flows. We serve private equity groups, lenders, family offices and corporate entities on both buy side and sell side transactions. Each assignment receives significant senior ­level attention while using a team approach. The transaction services team at Maxwell Locke & Ritter has diverse backgrounds in private equity investments, investment banking, national firm public accounting and private company ownership. With this broad range of experiences, our team offers insight into quantitative accounting practices as well as qualitative strengths and weaknesses for each target.

Maxwell Locke & Ritter delivers a client­ focused approach, designed to mitigate risk and identify key value drivers while avoiding conflicts of interest. Because our tax and audit departments complement our dedicated transaction services team, we have the flexibility to tailor the engagement scope to meet a client’s specific needs.

Specific Services:

Quality of Earnings
  • Key Drivers of EBITDA
  • One Time Adjustments
  • Related Party Adjustments
  • Accruals & IBNR Adjustments
  • Intercompany Transactions
  • EBITDA Bridge
Business Operations
  • Trends
  • Margin Sensitivity
  • Customer & Churn Analysis
  • Vendor Analysis
  • Accounting Procedures & Controls
Balance Sheet
  • Working Capital
  • Capital Expenditures
  • Proof of Cash


Maxwell Locke & Ritter’s tax department can serve as your trusted business advisor on many tax issues that you and your company may face.  Please contact us today to see how we can help you.

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