Financial & Tax Due Diligence for a Successful M&A Deal
Client Overview
Our client was involved in a high-stakes merger and acquisition (M&A) deal, requiring a thorough financial and tax due diligence process. The accuracy of the financial and tax data was critical in determining the fair valuation of the target company.
The Challenge
The client needed:
- A detailed financial and tax due diligence to uncover potential risks.
- Identification of discrepancies in tax data that could impact the valuation.
- Assurance that all tax obligations and financial statements were accurate before finalizing the deal.
Our Solution
Build Your Business conducted a comprehensive financial and tax due diligence process, including:
- In-Depth Tax Analysis – Reviewed historical tax filings, VAT compliance, and potential tax liabilities.
- Financial Risk Assessment – Identified inconsistencies in financial statements and potential red flags.
- Valuation Impact Assessment – Highlighted gaps in the tax data that could affect the acquisition price.
- Actionable Insights & Recommendations – Provided the client with a clear report, enabling them to make an informed decision.
Results
- Identified Key Tax Gaps – Discovered discrepancies in tax records that could have resulted in future liabilities.
- Informed Decision-Making – Enabled the client to negotiate a more accurate valuation based on financial findings.
- Reduced Financial Risks – Helped the client mitigate potential post-acquisition tax and financial issues.
- Successful M&A Completion – Ensured a smooth transaction with clarity on financial and tax obligations.
