Financial Due Diligence

Thinking about buying a business? Or maybe someone wants to invest in yours?

Before you say yes—or sign anything—you need to see what’s really under the hood.

Our Financial Due Diligence service helps you look past the surface. We dig into the numbers, ask the right questions, and give you a clear picture of what you’re actually getting into.

Because the last thing you want is surprises after the deal’s done.

What Is Financial Due Diligence?

Due diligence is a detailed review of a business’s financials. It’s how you check if what’s being claimed actually lines up with reality.

We help you answer questions like:

• Is this business really profitable?

• Are the numbers consistent and accurate?

• What debts or liabilities are hiding in the fine print?

• Are there risks with cash flow or customer concentration?

• What’s the quality of earnings? (Not just profit—but how that profit is made)

It’s about protecting your money—and your future.

What We Do

Whether you’re the buyer, seller, or investor, we take a close look at:

• Historical financial statements

• Revenue and cost trends

• Profit margins

• Working capital

• Debt and liabilities

• Customer and vendor contracts

• Payroll, benefits, and staffing

• One-time vs. recurring income

• Cash flow health

• Tax and compliance status

Then we give you a clear report, in plain language, with honest insights and red flags.

If something doesn’t add up—we tell you.

Why It Matters

Buying a business without due diligence is like buying a house without an inspection. Maybe everything’s fine—or maybe there’s mold in the basement and the roof leaks.

We help you:

• Avoid overpaying

• Understand what you’re actually buying

• Catch hidden risks early

• Have more leverage in negotiations

• Make informed decisions, not rushed ones

One client in Seattle almost bought a business that looked great on paper—until we found that half their sales came from one customer, who had already given notice. They backed out and saved themselves a disaster.

We’ve Helped With:

• Acquisitions (buying another business)

• Investor evaluations

• Selling your business (we help you get your books in shape first)

• Partnerships and joint ventures

• Franchise purchases

• Startup funding reviews

Whether the deal is big or small, we treat every review like it matters—because it does.

Tools and Access

We review financials from:

• QuickBooks, Xero, and other accounting tools

• Tax filings and payroll reports

• Bank statements

• Legal and vendor contracts

• Internal spreadsheets and financial models

We work with what’s available and help fill in any gaps.

Based in Seattle. Helping Deals Happen Nationwide

We’re based in Seattle, work with clients in Portland, Memphis, and support deals across the U.S. All due diligence is remote-friendly—we’ll coordinate with brokers, CPAs, attorneys, or whoever’s involved.

Fast turnaround when needed. Honest feedback always.

Know Before You Commit

Buying or investing in a business is a big move. Don’t leave it to chance.

We’ll help you get clear on the numbers, see the risks, and move forward with confidence—or walk away knowing you dodged a bad deal.

Flat-rate reviews. No fluff. Just real answers.