Financial Due Diligence

We can help clients assess the overall financial health of a target company and its future financial prospects. In addition, our professionals are experienced in identifying and investigating questionable practices and key risks. We can help develop the information that is vital to assessing the merits of the deal, negotiating the transaction and securing financing.

We offer extensive experience in supporting acquisitions, investments and disposals. SummitPoint Management has worked closely with leading private equity firms, corporate acquirers, hedge funds and financial sponsors to provide:

  • Financial Due DilligenceQuality of Earnings and Cash Flows Assessments
  • Financial Statement and Forecast Reviews
  • Accounting Policies Assessments
  • Receivables Assessments
  • Inventory Assessments
  • Asset Assessments
  • Payables and Liabilities Assessments
  • Budget and Planning Reviews
  • Debt and Banking Assessments
  • Investment and Cash Management Assessments
  • Employee Benefit Funds Assessments
  • Federal, International, State and Local Tax Reviews and Structurings
  • Agreed Upon Procedures
  • Internal Systems and Controls Reviews