M&A Due Diligence

Clear Insights for Your Most Important Transactions

In a fast-moving market, due diligence is the critical window where the real value of a deal is confirmed. You shouldn’t have to wonder if there are hidden liabilities or if the earnings are as sustainable as they appear. Whether you are an entrepreneur eyeing an exit or a Private Equity group evaluating a new acquisition, you need a partner who can look past the surface to provide a clear-eyed analysis of the target.

We provide the clarity you need. We believe that thorough due diligence is the key to protecting your investment and ensuring a smooth transition across every stage of a company’s lifecycle. At Calvetti Ferguson, we combine technical depth with deep industry knowledge to give you the data needed to make your next move with total confidence.

A Multidisciplinary Approach to Deal Certainty

We offer a seamless, single-provider platform that goes beyond the basic numbers. By integrating our expertise across tax, technology, and governance, we provide a holistic view of the target organization.

Financial Due Diligence & Quality of Earnings

The core of any successful deal is a deep understanding of the numbers. We validate the historical performance and future potential of the target to ensure your valuation is built on a solid foundation.

• • • Quality of Earnings: Analyzing the sustainability of historical EBITDA and identifying any non-recurring items.
    • Working Capital Analysis: Determining the appropriate capital levels needed to sustain operations from day one.
    • Accounting & Reporting Review: Assessing the quality of the target’s financial reporting and internal finance function.

Tax Due Diligence & Structural Integrity

Unexpected tax liabilities can ruin a great deal on paper. We ensure the transaction is structured for maximum efficiency.

• • • Tax Compliance Review: Identifying federal, state, and local tax exposures before they become your problem.
    • Structuring Advice: Ensuring the deal structure aligns with your long-term tax and wealth-preservation goals.

Expanded Diligence Services

As a full-service firm, we can bring in specialized experts to review every aspect of the business, saving you the hassle of managing multiple providers.

• • • Cyber & IT Diligence: Securing the digital infrastructure and identifying technology risks that could impact value.
    • Governance, Risk & Controls: Evaluating the target’s internal control environment and professionalizing their oversight.
    • Financial Audit Services: Providing independent verification where a higher level of assurance is required for lenders or stakeholders.

The Calvetti Ferguson Advantage: Professionalizing the Deal

Our goal is to help you move from a “C” to an “A” level of deal readiness. We don’t just hand you a report of problems; we provide a roadmap for how to professionalize the target post-acquisition. By aligning our due diligence with your broader growth strategy, we help you maximize the transaction’s value from the outset.

Ready to Verify the Value of Your Next Deal?

Don’t let hidden risks stall your momentum. Let’s build the foundation for a successful transaction with data you can trust. Partner with a firm that provides 360-degree visibility into your next acquisition.

Contact Our Team