SolomonEdwardsGroup delivers valuable business analyses and due diligence reports that become a critical component to your decision making process. We assist you in ascertaining the potential value of the deal as well as the opportunities for integration, growth, and ultimate return. As an independent and objective third party, we offer sound, unbiased perspectives to the deal structure, quality of valuation and earnings, control structure, and scalability of finance, information technology, and other functional infrastructures.
- Financial review (quality of earnings)
- Operational review
- Tax implications
- IT analysis
- Quality of audit
- Initial Public Offering (IPO) readiness
- Accounting system evaluation
- Integration optimization
Note: SEG does not currently offer sourcing or valuation services but can refer to alliance partners
Benefits to You:
- Understanding of management capabilities
- Operational effectiveness of the finance and accounting department
- Identification of internal controls or lack thereof
- Confirmation of the value propositions
- Confirmation of assumptions and facts upon which the transaction is based
- Identification and quantification of potential risks
- Identification of items to be addressed by representatives and warranties
- Assistance of key valuation assumptions
- Validation of purchase price
- Awareness of unrecognized liabilities
Meet Talent |
Our Talent Is Our Difference
SEG's unique model enables you to pull from the most strategic thinkers to the most hands-on staff. Our due diligence team has an average of 18 years of experience in due diligence, IPO readiness, and financial review.
John is representative of the talent that you can rely on for your due diligence needs.
||John Schroeder, CPA, has over 15 years experience in due diligence and possesses strong technical accounting, and SEC reporting experience, which encompasses all aspects of SEC reporting to complex issue research and interpretation. John performed documentation and due diligence work through extensive interaction and correspondence with corporation’s acquisition staff including cable system “swaps”, large telecommunications acquisition, and target company analysis. John serves several clients on SEC compliance, US GAAP technical consultations, and technical training. John earned a bachelor’s degree in accounting from King’s College. He is an active CPA, licensed in Pennsylvania.
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Due diligence is performed to create a "no surprises" situation when going through a proposed acquisition or disposal of interest. SEG has the perspective of working with a number of companies to provide quality of earnings review, assess tax impliciations, analyze IT, prepare for an IPO, or optimize an integration. Here is an example of a representative client success:
SEG was engaged by a family of targeted private equity funds to assess one of their investments in a national bridal gown maker. The company was concerned about the validity of the forecasted assumptions in conjunction with historical results, as well as the ability of the finance and IT functions to scale to support desired growth. SEG performed due diligence of the potential acquisition's validation of valuation assumptions and evaluated the tax ramifications of the investment and considered scalability of critical back office functions. SEG was able to move quickly and complete the due diligence within two weeks, enabling a fast deal. We raised critical tax considerations and identified critical areas for improvement and investment. The deal was successfully completed.
To learn more, visit out Insight and Perspective page.
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