Due Diligence & Valuation

Understand the Numbers Before You Make the Decision.

Buying, selling, investing in, or restructuring a business can involve significant financial risk.

Due diligence and valuation support can help you understand what sits behind the numbers before making a major decision.

At Aero Accounting Group, we help businesses and investors review financial information, identify areas requiring closer attention and build a clearer picture of financial performance and value.

Professionals reviewing records during a due diligence assessment
OUR APPROACH

Better Decisions Start With Better Information.

Financial statements can tell you what has happened, but understanding what sits behind those numbers is just as important.

Our team can help you review financial performance, assess the quality of available information, and identify financial factors that may affect a transaction, investment, or business decision.

HOW WE CAN HELP

Financial Review, Value, and
Transaction Insight.

Financial Due Diligence

Look Beyond the Headline Numbers.

When considering a business transaction or investment, it is important to understand the financial position in greater detail.

We can assist with reviewing areas such as:

  • Historical financial performance
  • Revenue and expense trends
  • Cash flow
  • Working capital
  • Assets and liabilities
  • Debt levels
  • Tax considerations
  • Financial reporting quality
  • Unusual or non-recurring items
  • Key financial risks

Business Valuation Support

Build a Clearer Picture of Value.

A business valuation may be required for a sale, acquisition, restructure, succession plan, or other significant financial decision.

Aero can help review the financial information that contributes to an assessment of value and prepare relevant financial analysis.

This may include:

  • Historical earnings
  • Normalised earnings
  • Cash flow
  • Assets and liabilities
  • Business performance trends
  • Financial forecasts
  • Industry and operational considerations
  • Supporting financial schedules

Transaction Analysis

Understand the Financial Impact.

Beyond the purchase price, a transaction can affect cash flow, taxation, funding, and the broader financial position of the parties involved.

We can help analyse the financial implications and identify areas that may require further review before a decision is made.

This may include:

  • Transaction structure considerations
  • Funding implications
  • Tax considerations
  • Working capital requirements
  • Financial forecasts
  • Integration considerations
  • Scenario analysis
SUPPORT FOR DIFFERENT DECISIONS

Clearer Information for
the Decision Ahead.

Buying

Know What You Are Stepping Into.

Before acquiring a business, understanding financial performance, liabilities, cash flow, and potential risks can help you make a more informed decision.

Selling

Prepare the Financial Story.

Clear and well-organised financial information can help support a smoother sale process and make it easier for potential buyers to understand the business.

Restructuring

Understand the Value and Impact of Change.

Business restructures, ownership changes and succession planning may also require a clearer understanding of financial value and performance.

How it works

A Clearer View Before You Commit.

01

Define the
Decision.

We start by understanding the transaction, investment or business decision you are considering.

02

Review the Financial Information.

We examine the relevant financial statements, records, and supporting information.

03

Identify Key
Findings.

Our team highlights financial trends, risks, inconsistencies, and areas requiring further consideration.

04

Support the
Decision.

We provide financial analysis that can help you understand the position more clearly before moving forward.

NOT SURE WHAT YOU NEED?

Start With the Decision You Are Making.

Whether you are buying, selling, investing, or restructuring, we can help determine what level of financial review may be appropriate.

Why Aero?

Qualified team

Our team of experienced accountants have the right qualifications to assist you with you and your goals. You are in good hands.

Personalised experience

Our close-knit team is interested in your tax journey and will be able to provide services tailored to your specific needs.

Satisfaction guaranteed

We are confident we can give you top-end services but if you still have your doubts, book a consultation with us and we will come up with a solution for you.

Make Important Decisions With Better Information.

Whether you are considering an acquisition, sale, investment, or restructure, Aero can help you understand the financial position before you move forward.