© 2019 Burley Consulting

  • LinkedIn - White Circle
  • Facebook - White Circle
  • Twitter - White Circle
  • Inc Social Square

Follow Us:

 

DUE

DILIGENCE

Gain the advantage of a structured due diligence process. 

 

Having learned from the big guys and over 19 years experience, we have developed a structured due diligence process specifically for small and mid-size businesses.

OUR SYSTEM

Your are supported by our purpose-built, efficient online system that:

  • Guides you through each step of the process with preset custom tasks and milestones

  • Helps you ask the right questions and gather the right documents

  • Provides a view of the entire Due Diligence process on one dashboard

  • Online storage and organization of documents

  • Allows collaboration on documents and information by multiple team members​

  • Provides an efficient shared calendar and task management for the entire project

 

ADDITIONAL

OPTIONS

We create a custom experience for each client.

 

Maybe you want to minimize our involvement and just have our system guide you - we can do that.

 

Maybe you want to expand our involvement and have us assemble a team for you (CPAs, tax experts, subject matter experts, etc) — we can do that as well.

We will consult with you to create a scenario that meets your needs and budget.

 
 
 

OUR PROCESS

  • We consult with you to develop questions and document requests

  • We request documents and information from target company

  • The target company uploads directly to our system - automatic organization

  • You get instant notification of new information or monitor your dashboard

  • You review, comment, and collaborate with your due diligence team and advisors (like us!)

  • Watch milestones get completed as an efficient and effective process unfolds

OUR SERVICES

  • We start by learning about your acquisition, offerring advice, and set up the process the right way

  • ​We then set up your custom portal and draft initial documents and information requests

  • We interface with the other side, follow up, collect, and organize documents for your review

  • You have us along-side you along the way to provide insight and advice on the process, and to work with other contributors such as attorneys, accountants, banks, etc.

GET IN

TOUCH

9711 Washingtonian Blvd 
Suite 550 
Gaithersburg, MD 20878