Financial Due Diligence | Ohio Transaction Advisory Services

Beyond the numbers. Behind the deal.

Financial due diligence is an essential review of your organization’s financial health. Similar to an audit, financial due diligence includes bringing in an outside firm to get a better understanding of your financial situation and future prospects. It’s also a critical part of any merger or acquisition – as a clear financial picture can make or break a deal.

Barnes Dennig performs due diligence studies in a variety of circumstances, most commonly in the process of an acquisition, capital raising, or succession plan. Our team will get a full picture of your organization’s finances through a comprehensive review of reports and documentation such as:

  • Audited financial statements
  • Balance sheets
  • Assets and liabilities
  • Cash flows
  • Capital expenditures
  • Projections

Learn more about our financial due diligence process and how it can build confidence in any organization’s finances – now and in the future.

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An important note – if you’re looking for financial due diligence, you might also need tax due diligence – find out more about that process.

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Testimonials

I’ve gone through a sales transition, and it was more complicated financially than I thought – and Barnes Dennig walked me through it.

— Barnes Dennig Client

They work with you closely like a small family business. They watch out for your best interest when you don't always understand the tax and legal decisions you have to make. Likewise, they are patient and helpful to work with.

— Mark E., Barnes Dennig Client

The Barnes Dennig team cares about my business and is always very responsive to my calls.

— Herb M., CEO

Barnes Dennig staff members have always been great listeners, sounding boards, and thoughtful counselors in helping me do what I need to do.

— Doug S., CFO

The personal service that they provide is excellent. They understand the depth of my business.

— Robert B., President

The due in diligence.

Move forward with confidence.