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Buy-side Quality of Earnings and Tax Due Diligence Services for a Family Office

CFOx recently performed buy-side financial and tax due diligence for a family office on a Colorado-based target. The target was ultimately acquired by our client.

The acquisition is an ISO certified machining and manufacturing company located in Denver’s front range. The company serves customers worldwide in the aerospace, medical, flight, and robotics industries.

In addition to performing Quality of Earnings and Net Working Capital analyses, our financial diligence work included an in-depth assessment of inventory. Our tax diligence work included a review of annual and quarterly tax filings to identify potential liabilities inherited by the buyer post-acquisition.

If you would like to learn more about our Transaction Services, please reach out via email ([email protected]) or schedule a call directly on our Contact Us page.

Transaction Services Provided:

  • Quality of Earnings (QoE)
  • Tax Due Diligence