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.
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
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.
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
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.
9711 Washingtonian Blvd
Gaithersburg, MD 20878