Due Diligence
Uncover Risks. Validate Value. Move Forward Smarter.
In every business transaction, what you don’t know can cost you. Whether you’re buying a company, entering a partnership, or investing in a new venture, thorough due diligence protects your interests and supports better decision-making. We provide focused financial and tax due diligence tailored to owner-managed businesses and private investors. We uncover hidden liabilities, validate financial information, and identify structuring opportunities, so you can move forward with clarity, not guesswork.
Our 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.
Normalized EBITDA & Quality of Earnings
We analyze recurring income and adjust for anomalies to help buyers and sellers align on value.
Tax Attribute & Structuring Analysis
We assess available tax attributes (losses, CDA, SR&ED) and provide input on how to structure the deal efficiently.
Risk Assessment & Red Flag Reporting
We provide guidance on withholding obligations, tax remittances, and reporting for cross-border payments and services.
Why Clients Trust HW Partners for Due Diligence
- Experienced with mid-market, private-company transactions
- Practical insights, not just checklists
- Direct collaboration with your legal and financial team
Meet the Team Behind Our Due Diligence Services
We go beyond numbers to uncover the real story behind the business, giving you clarity, confidence, and negotiating power.
Diligence is about more than identifying problems; it’s about helping clients see what’s there, and what to do next.
~ Michelle Bouchard, Partner
Let’s Talk Before the Deal Gets Done
We help buyers, sellers, and investors move forward with clarity and confidence.