Due Diligence

Due diligence is the independent investigation of a target before a transaction — an acquisition, an investment, or a loan — to verify what is represented and surface the risks, hidden liabilities, and deal-breakers that should shape the price or the decision.

The firm conducts financial, tax, and secretarial due diligence and reports the findings clearly, with the red flags that matter.

1. 01

   Scope

   Agree the scope and the focus areas for the deal.

2. 02

   Investigate

   Review the data room and management, and test the numbers.

3. 03

   Report

   Set out the findings, exposures, and red flags.

4. 04

   Advise

   Help translate findings into price, structure, and protections.

PBT gives you a clear-eyed view of what you're buying or backing.

• Financial, tax, and secretarial review in one place
• A focus on what actually affects the deal
• Clear red-flag reporting
• Help turning findings into price and protections
• Scope, deliverables, and fees agreed in writing up front

• What does due diligence cover?

  Typically financial, tax, and secretarial/legal review of the target, verifying the representations and surfacing risks and liabilities. We scope it to the deal.

• Do you do buy-side and sell-side diligence?

  Yes. We act for buyers and investors, and also prepare sell-side (vendor) diligence to ready a business for sale.

• How long does it take?

  It depends on the size and data quality — commonly two to four weeks. We agree a timeline to the deal.