Due Diligence

We'll review the financial information being provided and assess the underlying operational performance of the business 

The Value We Bring to Your Deal

Financial due diligence is a crucial component of any investment or M&A process. By thoroughly examining the financial information of the target business, we can verify how well it reflects the actual condition of the company or business, thereby increasing the likelihood of a successful deal.

Our financial due diligence process involves identifying and focusing on critical success factors that will be essential to the target business's future success. By doing so, we help you gain a deeper understanding of all relevant issues, enabling you to make informed decisions about your investment or acquisition.

We will provide you with greater certainty over the nature of the business including understanding characteristics of its cash and identifying value drivers to help enable informed decisions and reduce risk.

JColeman Services

Accounting Services


Bill payment and expense reimbursement

Bank Feed coding

Reconcile bank and credit cards

Reconcile AR and AP

Perform month-end close activities

Interface with Company’s payroll and benefits provider

Basic Revenue Reconciliation

Controller Services


Sophisticated Reporting for Board and/or Investors

COA / Class Mapping design

Equity Reconciliations

Audit Prep


Cash flow management and forecasting

Complex Tax Schedules for Tax Team

CFO Services


Modeling / Complex Burn Rate Calculations with Model


Board / Investor Presentations

KPI / Metrics

Pro Forma Cap Table