01
What should you test before trusting the deal numbers?
Use a structured diligence path across earnings, working capital, net debt, cash conversion and the reliability of source information.
Open the FDD checklistIdeas that inform your next move.
Plus One InsightsDeals · Finance · Growth
Clarity for the decision behind the numbers.
Practical finance guidance for deal teams, accounting firms and growing businesses. Know what to review, which questions to ask and what to do next.
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01 / Featured
THE FEATURED GUIDE / TRANSACTION ADVISORY
Financial DueDiligence ChecklistA practical starting point for your next deal review. Read the guide
Decision desk
Seven questions.
Seven working guides.
Start with the question in front of you. Each guide sets out the records, review steps and decisions that matter.
02
Audit or QoE—which answer does the decision need?
See how two reviews can start with the same financial statements and still answer fundamentally different questions.
Compare QoE and audit03
What belongs in a monthly reporting pack?
Build useful visibility around profit, cash, working capital, forecasts and accountable actions before adding more dashboards.
Use the reporting checklist04
What should a diligence databook prove?
See the tabs inside an FDD databook, how each one is built from source records and the checks a reviewer should run.
Read the databook guide05
What drives the cost of a QoE?
Understand the scope, data and timing factors behind Quality of Earnings fees, and how to scope the work sensibly.
Read the QoE cost guide06
How is the working-capital peg set?
Learn how the NWC target is calculated, how the closing true-up moves the price and where disputes usually start.
Read the NWC peg guide07
Virtual or fractional CFO?
Compare virtual, fractional and full-time CFO support, and see what a useful engagement should deliver each month.
Compare CFO modelsFrom the guide to your desk
Useful tools.
Ready to download.
Start with a clear request list or a focused monthly review. Adapt these plain-text checklists to your business and agreed scope.
Need a direct answer?04
From reading to action
Bring us the finance question your team is working through.
We will help define the right records, review steps and output for the decision in front of you.