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:
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Guides you through each step of the process with preset custom tasks and milestones
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Helps you ask the right questions and gather the right documents
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Provides a view of the entire Due Diligence process on one dashboard
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Online storage and organization of documents
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Allows collaboration on documents and information by multiple team members
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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
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We consult with you to develop questions and document requests
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We request documents and information from target company
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The target company uploads directly to our system - automatic organization
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You get instant notification of new information or monitor your dashboard
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You review, comment, and collaborate with your due diligence team and advisors (like us!)
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Watch milestones get completed as an efficient and effective process unfolds
OUR SERVICES
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We start by learning about your acquisition, offerring advice, and set up the process the right way
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We then set up your custom portal and draft initial documents and information requests
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We interface with the other side, follow up, collect, and organize documents for your review
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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
301-458-0884
9711 Washingtonian Blvd
Suite 550
Gaithersburg, MD 20878