Due Diligence

The due diligence team at Maxwell Locke & Ritter has performed over a hundred Quality of Earnings (“QoE”) engagements on SaaS and other recurring revenue companies throughout the US and Canada. We serve private equity groups, lenders, family offices, and corporate entities on both buy-side and sell-side transactions.  Please reach out to let us know how we can help you.

Diverse Team Experience

The due diligence accounting 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.

We deliver 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 due diligence services team, we have the flexibility to tailor the engagement scope and due diligence report to meet your specific needs.