Layer 4 · Transaction Support & Deal Advisory

Financial Due Diligence

Independent financial diligence to understand true performance, sustainability and key financial risks.

Who this is for

  • Investors and acquirers
  • Lenders and funders
  • CFOs and deal teams

When you typically need this

  • Before acquisitions or investments
  • Before funding or refinancing decisions
  • When validating forecasts and cash generation capacity

Our approach

What we do

  1. 01

    Review historical financial statements and management accounts

  2. 02

    Assess quality of earnings and normalisations

  3. 03

    Analyse cash flow, working capital and debt structure

  4. 04

    Evaluate forecasts and key assumptions

  5. 05

    Prepare diligence report with recommendations

Deliverables

  • Financial due diligence report
  • Key adjustments and normalisations summary
  • Risks, opportunities and recommendations

Benefits

  • Clear view of financial health
  • Reduced downside risk
  • Stronger negotiation position and pricing discipline

Why Bethanie Management Consulting

  • Seasoned transaction professionals
  • Proactive approach to uncover critical insights
  • Clear reporting designed for decision-making

Leadership credibility supported by independent recognition as a #BestofBiz top contributor on Bizcommunity.

Related advisory services

Related services

Valuations

Independent, defensible valuations to support confident acquisitions, disposals, reporting and planning decisions.

Commercial Due Diligence

Understand market position, customer strength and growth potential to validate strategic value.

Deal Structuring for M&A

Structure transactions to align with objectives, optimise outcomes and reduce avoidable risks.

Next step

Discuss scope, timelines and the most suitable approach for your organisation.