Complete Your Financial 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 using a team approach. We will also prepare a due diligence report to help you understand your position.

Diverse Team Experience

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 our broad range of experience, we offer insight into quantitative accounting practices, as well as qualitative strengths and weaknesses for each target.

Maxwell Locke & Ritter delivers a client­-focused approach to financial due diligence that mitigates risk and identifies 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 and due diligence report to meet your specific needs.

Financial Due Diligence 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

For experienced assistance with financial due diligence in these service areas, please contact us today to schedule a consultation. We look forward to helping you make financial decisions with confidence.


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