Due Diligence & Business Valuation

Independent financial analysis to support buyers, sellers, investors, and business owners making high-stakes decisions.

CertaServe Partners provides due diligence support and valuation-focused analysis to help clients understand the true financial position, performance drivers, and key risks in a business. Whether you are buying, selling, seeking financing, or planning growth, we help you make decisions with clearer financial insight.

Due Diligence Support (Buy-Side or Sell-Side)

• Financial statement review and normalization
• Revenue and margin analysis (key drivers and sustainability)
• Working capital and cash flow assessment
• Customer concentration and contract considerations
• Expense reasonableness and add-backs review
• Identification of red flags and deal risks
• Support with diligence Q&A and information requests

Valuation & Pricing Guidance

• Valuation support for sale, purchase, or internal planning
• Comparable-based pricing considerations (high-level)
• Cash flow and scenario modeling
• Deal structure considerations (high-level financial perspective)
• Decision-ready summaries for stakeholders

What You Typically Need to Provide

• Financial statements / tax returns (2–3 years)
• Year-to-date financials (P&L, balance sheet)
• Revenue detail (by product/service line if available)
• Major contracts, lease terms, and key commitments
• Staffing overview and payroll summary (high-level)
• Debt schedule and major obligations

Who This Service Is For

• Buyers and investors evaluating an acquisition
• Sellers preparing for a sale and buyer questions
• Business owners seeking financing or restructuring
• SMEs needing independent analysis and clarity

Due diligence and valuation support is provided as professional services support. Legal advice is not provided.