Financial transaction support
Understand the numbers
behind the business.
A focused review of the available financial information to support a buyer’s acquisition decision.
When this is useful
You are evaluating an acquisition and want to understand earnings, cash generation, working capital and the questions to resolve before proceeding.
What you receive
- Historical financial performance analysis and identification of material movements.
- A review of reported earnings and proposed adjustments, supported by the available evidence.
- Cash flow and working capital analysis within the agreed scope.
- A concise findings report, open questions and a discussion of their implications for your decision.
How the work progresses
Scope the review
Discuss the proposed transaction, available records and priority concerns.
Review the evidence
Compare the financial records and supporting information provided.
Resolve the questions
Identify gaps, follow up on explanations and distinguish confirmed findings from unresolved items.
Discuss the implications
Present the findings and financial questions to consider with your wider transaction team.
Timing depends on access to records, the scope and seller responses. Agree the review timetable before starting.
Practical questions
Before the engagement.
What does an acquisition financial review cover?
The agreed scope can cover historical performance, reported earnings, working capital, cash flow and financial questions arising from the available records.
Can you coordinate with other advisers?
Yes. Financial work can be discussed alongside the buyer’s existing accounting, tax and legal advisers, with responsibilities agreed for the transaction.
Let’s start with the work you need.
Share a little about your organisation, the accounting issue or decision ahead, and your timeline. We can agree the right scope before work begins.