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.

Operational Due Diligence

Warehouse Inventory with Worker in Background

Successful transactions start when you understand the financial history and evaluate the projected financial outlook.

CliftonLarsonAllen provides buyers with a full operational evaluation to help complete successful transactions.

What’s on your mind?

  • Gaining a comprehensive understanding of a target's operations and its risks, including future capital expenditure requirements
  • Identifying performance gaps and potential improvement opportunities (e.g., cost reduction and/or revenue enhancement)
  • Identifying — and challenging — potential operational synergies
  • Providing insight on key deal issues, including quantifying opportunities and risks

A unique approach

CliftonLarsonallen professionals can assist you in analyzing functional and departmental processes, including manufacturing operations, supply chain and distribution channels, procurement and supply, information technology, and back-office operations such as finance and accounting.

Our thorough, fact-based analysis identifies and quantifies potential EBITDA* adjustments and working capital issues to create day one and first 100 day plans, followed by hands-on performance improvement. Our teams work seamlessly to construct a holistic view of the transaction opportunity.

Operational due diligence services

  • Business plan review
  • Valuation and financial modeling
  • Selling, general, and administrative (SG&A) review
  • Working capital assessment
  • Manufacturing and operations evaluation
  • Supply chain operations due diligence
  • Procurement and supply review
  • Analysis of capital expenditures (CAPX)
  • Value add and capacity analysis

* Earnings before interest, taxes, depreciation, and amortization