Due Diligence and Buyer Representation

If you’re serious about acquiring or investing in a new business, it makes sense to secure buyer representation with an experienced CPA who will offer financial advice and help you assess your risks. At Walker Business Advisory Services, we work with entrepreneurs across the United States and are committed to making business transactions transparent and stress-free for buyers and sellers.

Our founder, Monty Walker, is a business transaction CPA with more than 32 years of experience helping entrepreneurs prosper. To find out how we can apply our expertise to your success, give us a call today.

What is Due Diligence?

Due diligence is a process that allows a buyer’s representative to investigate or audit a potential business investment to confirm financial records, assess risk, and evaluate its commercial potential. The due diligence process occurs before a buyer enters into a purchase agreement and is an important step to ensure the viability of a business before contracts are signed.

In some cases, due diligence may also refer to the investigation of a potential buyer to evaluate whether they have the resources to complete a purchase. As a specialized CPA firm, we look at due diligence from a financial perspective, allowing you to make decisions based on risk analysis.

Our Due Diligence Services

The success or failure of a business often depends largely on the accuracy of a company’s financial reports. Every business acquisition is unique, and the due diligence services we provide are completely personalized to meet your needs. Here are just some of the services we offer to help you navigate through the business acquisition process:

• Balance sheet review - We will go over balance sheets and profit/loss statements for the past few years to look for discrepancies and ensure that the books comply with generally accepted accounting principles. If applicable, we will go over audits and reviews of financial records.
• Review tax returns - Our firm will take a look at past tax returns and schedules, then provide a complete analysis for your consideration.
• Accounts receivable and accounts payable review - A review of debts will ensure that the company remains profitable after a transfer of ownership.
• Cash flow and business forecast review - This helps you predict whether a business and its current offerings will be sustainable going forward. 
• Review of employee salaries and benefit packages - We review current salaries, benefit packages, workers’ comp, and unemployment claims to ensure financial stability.

From our location in Wichita Falls, TX we are available to work with entrepreneurs across state lines to ensure fiscal stability before any new business acquisition. Our goal is to help entrepreneurs assess risk, minimize tax liability, and determine value before making a purchase. We also help business owners sell their company for its true value.

Looking to Acquire or Sell a Business? Contact Our Team Today!

We aim to provide clarity and advice before and during business transactions that are often very complex. If you are thinking about buying or selling a business, we urge you to reach out to Walker Business Advisory Services to learn more about how we can work together.