Transaction Services

Due Diligence

PKF Mueller helps clients through all phases of a merger or acquisition by delivering comprehensive and quality due diligence services. Due diligence activities are conducted to investigate and review a business’ processes prior to a sale. Due diligence includes a review of all of a firm’s financial records plus anything else deemed material to the sale.

Due diligence activities can also focus on strategic and operational systems within a company, to attempt to confirm additional material facts. These efforts will attempt to ascertain not just the merits of a business, but also the strength of environments that the company operates within. The following is a checklist of items that may be reviewed through the due diligence process.

Services Offered

  • Quality of Earnings Analysis
  • Financial Statement Analysis
  • Quality of Assets Analysis
  • Tax Compliance Due Diligence
  • Compensation & Benefits Due Diligence
  • Tax Structuring

Types of Transactions

  • Mergers & Acquisitions
  • Divestures
  • Recapitalization
  • Loan Financing
  • Leveraged ESOPs
  • Carve-Outs & Spin Offs