Financial Due Diligence

Financial due diligence provides critical insight into the financial health and sustainability of a business before a transaction is completed. HW Partners supports buyers, sellers, and investors by analyzing historical performance, quality of earnings, working capital, and key financial risks that may impact value. Our approach goes beyond validating the numbers—we help you understand what drives them, identify potential deal issues early, and assess how findings may affect pricing and negotiations. With clear reporting and practical guidance from experienced Chartered Business Valuators, you can move forward with confidence and clarity.

Our Financial Due Diligence Services Include:

Financial Statement Review

We assess historical financial performance, accounting policies, and working capital trends to provide a clear picture of the business.

Tax Compliance & Exposure Review

We identify past filing risks, audit history, and unreported liabilities, so there are no surprises post-close.

Tax Attribute & Structuring Analysis

We assess available tax attributes (losses, CDA, SR&ED) and provide input on how to structure the deal efficiently.

Normalized EBITDA & Earnings Multiple Analysis

We analyze recuring income and adjust for anomalies to help buyers and sellers align on value,

Why Clients Choose HW Partners for Financial Due Diligence

  • Clear financial insights to identify risks, opportunities, and deal-critical issues
  • Actionable findings that support pricing, negotiations, and informed decision-making
  • Hands-on partner involvement from start to finish

Meet the Team Behind Our Financial Due Diligence

Our team understands the story behind the numbers—building models that reflect both your business and your ambition.

Diligence is about more than identifying problems; it’s about helping clients see what’s there, and what to do next.

~ Michelle Bouchard, Partner

If you’re navigating a complex situation that requires clarity and confidence, HW Partners is here to help.