We have a proven track record in managing complex, high value financial due diligence
Purchasing a business is a major decision and one that comes with real financial risk. Without proper due diligence, hidden issues can surface later; from inflated valuations to hidden liabilities.
We help you get ahead of that. Our work gives you a clear, detailed understanding of the business, so you can move forward with confidence, protect your investment, and negotiate from a position of strength.
We're the UK's leading provider of financial due diligence in the dental sector trusted by major corporates and growing groups alike. As our reputation has grown, we've also been asked to apply our aproach to businesses in other sectors. With the same level of rigour, clarity and attention to detail.
What sets us apart? We don't benchmark or rely on templates. We build our own financial models tailored to the business in front of us. Then we take it apart, every number, every assumption, every line. As a team of business owners, we know what really matters in a deal and what most advisors overlook.
Step 1: Free Consultation
We start with a conversation. You tell us about the business, your concerns and your goals. We explain where we can add value, how we work and what the next steps look like.
Step 2: Full Financial Review
We collect and review all relevant financial and operational data with full confidentiality.
Step 3: Detailed Due Diligence Report
We apply our own financial models to build a true picture of the business. Then we walk you through a clear, honest report, highlighting risks, opportunities and helping you decide whether to proceed, negotiate, or walk away.
Schedule a consultation with our FDD experts today. Book your free consultation
The timeline of an FDD varies based on factors like business size, quality of data disclosed, and the speed at which queries are answered. Typically, an FDD spans 4 to 8 weeks, encompassing document collection, data analysis, risk assessment, and report preparation. To prevent delays, it's crucial that the business is well-prepared for sale. This ensures a smoother process and timely completion of FDD, benefiting both buyers and sellers.
Investors scrutinise various aspects including revenue trends, profit margins, and cash flow stability. They're wary of potential risks like over-reliance on specific staff members, which could affect future returns. Assessing market opportunities for growth is crucial, as is evaluating the condition of assets. Investors also focus on streamlining operations and enhancing efficiency to ensure future profitability, requiring a clear understanding of the potential for improvement within the business.
Absolutely. The findings of an FDD significantly impact the valuation of a business. In our experience, over 80% of deals either fall through or require price renegotiation post-FDD. This is often because the initial offer is based on an inaccurate or overly simplistic valuation. Uncovering significant issues is common and they ultimately result in a lower valuation. With borrowing costs high, there's now more emphasis on FDD than ever before, ensuring thorough scrutiny before deals are finalised.
Financial due diligence is essentially the buyer doing their homework to ensure the price they are paying is fair and justified. It involves a thorough examination of the business’s financial health to identify any potential red flags or areas of opportunity. By digging deep into the numbers, due diligence helps the buyer understand the true value of the business and ensures they are making a sound investment, free from any hidden risks which might be revealed post sale.
If due diligence uncovers a problem, we work closely with you to assess its potential impact on the transaction. Depending on the nature and severity of the issue, we help you determine the best course of action, whether that means renegotiating the price, addressing the issue before moving forward, or even walking away from the deal if necessary. Our goal is to ensure that you make an informed decision aware of the full picture of the business.
This is where our expertise lies. With over 350 due diligence projects completed for some of the largest corporates in the UK, we’ve refined a process that goes beyond the surface. Our approach is simple: we dig deeper, challenge assumptions, and use our own financial models to unlock the true value of the business. Through firsthand experience of owning businesses and our financial due diligence (FDD) expertise, we ask the questions others don’t know to ask, look in places others don’t think to look, and focus on what matters most. We provide the details our clients need to make well-informed decisions, giving them the clarity and confidence to move forward.
It might seem like everything is in order, but many issues don’t show up until after the sale, or even when you go to sell again. Financial due diligence (FDD) helps you spot potential risks or opportunities before they become problems. It can also save you money, as valuations are often based on surface-level information and may not reflect the true value. FDD gives you the full picture, ensuring you’re making the right decision for the long term.
The process involves analysing financial and supplementary data. We collect documents like accounting records and software reports, then examine revenue streams and expenses to assess profitability. We also identify risks, such as key man dependence, impacting the business’s stability. This thorough evaluation provides buyers with a clear picture of the business’s financial health, ensuring informed acquisition decisions.
We act for buyers across the board, from first-time buyers to some of the UK’s largest dental groups. Our work is detailed, discreet, and always designed to strengthen your negotiating position. Because we also support sellers, we know exactly what to look for and where issues often hide.
Explore our website to discover our full range of services. From financial due diligence and practice valuation to negotiation support and transition planning, we're here to ensure your success at every stage.
