Know What You’re Getting Yourself Into

Successfully navigating the hazardous world of M&A activity can be tricky. Fortunately, a knowledgeable CFO can analyze the true quality of earnings and working capital requirements of any potential investment/transaction. Lescault and Walderman offers this valuable insight through our startup and growth CFO services, working on-site or virtually to analyze and assist you in your decision-making process.

While all of our CFO services are completely customized depending on the unique circumstances and needs of each client, we focus on the following key areas:

• Financial Performance and Condition
• Client Sales Base
• Intellectual Property
• Legal Obligations
• Operational Issues
• Tax Compliance
• Regulatory Issues
• Asset Evaluation
• Operational Productivity
• Competition

Getting to the Truth of the Data

LWI CFO consultants

1. Examine financial statements to assess the accuracy of earnings and capital.
2. Review independent auditor work papers to verify internal reports.
3. Conduct intensive discussions with executive management as another way to uncover inaccuracies.

Each of our financial experts create and utilize a custom approach that quickly identifies those factors that drive value, as well as break deals.

Most Valuable Due Diligence Tasks

While we’ve been engaged in any number of unique due diligence engagements, we find that the most valuable due diligence tasks include:

• Analyzing cash flows relating to working capital and capital expenditures
• Reviewing balance sheet assets and liabilities
• Evaluating management forecasts
• Identifying risk factors, business drivers and profitability trends
• Assessing accounting practices that influence the quality of earnings

Benefits of Our Due Diligence

With experience serving on the buy and sell side transactions in a wide variety of industries, LWI CFO consultants are uniquely qualified to provide the most insightful and reliable due diligence and advisory services.

The breadth of our knowledge enables us to identify problem areas much more quickly (i.e. we know where to look for issues).

In addition, because we are acting as third-party consultants, we are able to perform a more objective assessment. Our only goal is to deliver a realistic and reliable financial picture.