Accounting and tax due diligence
Accounting and tax due diligence is the in-depth review that precedes an important decision: looking deeply before buying, selling or bringing in a new shareholder.
Its value is awareness — genuinely knowing what is there, before committing. For over thirty years we have assisted businesses in these analyses, with a multi-sector approach developed across very different companies.
What due diligence covers
It covers the review of a company’s accounting and tax position, typically in support of acquisitions, disposals, the entry of new shareholders or extraordinary transactions: bringing risks and potential liabilities to the surface, assessing the quality and reliability of the data, analysing the tax position.
The result is a clear picture, one that reduces uncertainty and makes the decision more solid.
Here the honesty of the data comes before everything else: our task is to bring out what is there, even when it is inconvenient. It is transparency that protects those who decide.
Our approach: light in the shadowed corner
Due diligence is like carrying a lantern where nothing could be seen before: the light that reveals what was hidden.
We do not look for defects for the sake of finding them, but bring reality to the surface so that the decision rests on facts, not on impressions. Fewer surprises, sounder choices: this is how an investment is protected.
Our work does not stop at a list of risks: we set them in context, estimate their real weight and indicate, where possible, how to manage or neutralise them in the course of negotiations.
Useful due diligence is not frightening: it puts whoever decides in a position to negotiate from an informed footing.
Who it is for
We work alongside businesses led by entrepreneurs focused on medium- to long-term growth: solid companies, above all in manufacturing and services.
We support them with the same underlying principle: the relationship comes before and goes beyond any individual service.
It is an in-depth analysis of a company's accounting and tax position, typically carried out before an acquisition, a disposal or the entry of a new shareholder. Its purpose is to bring out risks, potential liabilities and the real quality of the data. Whenever a transaction involving the capital or the business is under consideration: buying or selling a company or a business unit, opening the capital to new shareholders, preparing a reorganisation. Reducing uncertainty before deciding is its main purpose. Both. The buyer uses it to understand what they are acquiring; the seller may carry out vendor due diligence in order to come to the transaction with orderly, reliable data, strengthening their own position.
Frequently asked questions
What is accounting and tax due diligence?
When is due diligence needed?
Who commissions the due diligence, the buyer or the seller?