Program overview
Quality of Earnings Review
We organize due diligence as a detail-driven engagement with defined checkpoints, enabling clear acquisition insight efficiently.
First week activities
- Deal team sponsorship and data alignment
- Initial financial review
- Diligence agenda confirmation
90 min
Deal briefing session
Core adjustments
Identified per engagement
1 risk
Quantified per major area
Review
Financial statements and data.
Normalize
Earnings with team input.
Report
Deal team review and delivery.
Delivery Process for Financial Due Diligence
Report
Clear findings and recommendations.
Identify
Risks and valuation implications.
Review
Financial statements and supporting data.
Key Clarity Signals
Findings clear
Decision support
Earnings normalized
Sustainable run-rate
We monitor adjustment magnitude and risk quantification.
Signals we monitor
- Data reviewed
- Earnings normalized
- Risks identified
Clarity Progress Updates
Each phase shows growing understanding of true value.
“We now know exactly what we are buying—no surprises.”
Engagement Scope
Programs combine financial review, earnings quality analysis, and risk identification tailored to investment and corporate development teams.
- Statement Analysis
Detailed review of P&L, balance sheet, cash flow. - Earnings Normalization
Adjustment for non-recurring and policy items. - Working Capital Review
Assessment of sustainable levels. - Risk Register
Quantified financial exposures.
Deliverables
Outputs enable informed bidding and negotiation.
- Executive summary for Financial Due Diligence
- Quality of earnings report
- Risk identification package
Roles Benefiting Most
These positions use findings for confident decisions.
Deal Teams
Avoid post-close surprises.
Corporate Development
Negotiate informed terms.
Executives
Bid with clarity.
Investment Funds
Adjust valuation accurately.
Discuss Quality of Earnings Review
Share context about current initiatives and we will suggest the right sprint format.
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