Meet your evolving needs with three integrated business lines in one professional services firm.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Financial Due Diligence

Advisor Working with Client

Gain insight into a company before you invest.

CliftonLarsonAllen has the deep knowledge to help with your investment decision and post-acquisition integration.

What’s on your mind?

  • Understanding the insights and value creation opportunities of an acquisition target
  • Finding a beneficial tax structure as a buyer
  • Finding the best targets and analyzing their strengths and weaknesses
  • Negotiating the best terms and minimizing post-deal surprises
  • Managing the post-deal integration process — particularly the first 100 days
  • Making major changes to improve long-term performance

A unique approach

CliftonLarsonAllen professionals have deep operating and transaction tax-related experience. Our team uses a focused approach to rapidly identify and understand potential deal breakers and value creation opportunities, tailored to the specific interests of our clients.

We have significant experience on the buy-side of transactions across all industries, including manufacturing and distribution, health care, construction, financial institutions, technology, agriculture, and professional services.

Whether you are a private equity group or a strategic buyer, we can help you execute the deal.

Financial due diligence services

  • Assess the target's quality of earnings
    • Identify overly aggressive accounting policies
    • Assess the adequacy of judgmental accounts
    • Review GAAP accounting and SEC reporting compliance
  • Analyze cash flows (e.g., working capital changes, capital expenditures, etc.)
  • Review on- and off-balance-sheet assets and liabilities
  • Identify key business drivers, trends in profitability, and significant concentrations of risk
  • Evaluate management's forecast
  • Conduct comprehensive discussions with management and its advisors