Financial Due Diligence Services in Scotland
Financial Due Diligence is a critical part of investing in, acquiring or preparing to sell a business, helping you understand the numbers behind the opportunity. It uncovers the factors that drive performance, identifies financial risks and provides confidence that decisions are based on robust information.
Our Corporate Financial Services team support private equity investors, corporate acquirers, management teams and business owners throughout the transaction process.
Financial Due Diligence for Your Transaction
Whether you’re acquiring a business, securing investment or preparing for sale, financial due diligence provides the insight needed to make informed decisions and negotiate with confidence.
Financial due diligence helps you:
- Understand the true financial performance of the business.
- Assess the sustainability of earnings and future forecasts.
- Identify financial risks and potential deal issues.
- Review working capital and cash flow requirements.
- Understand factors that may affect valuation and transaction structure.
- Make decisions with greater confidence.
Financial Due Diligence That Supports Better Deal Decisions
Greater Confidence
Gain a clearer understanding of financial performance, business drivers and historical results.
Earlier Identification of Risks
Spot issues early in the process, reducing the likelihood of unexpected challenges later in the transaction.
Better-Informed Decisions
Support investment, acquisition and funding decisions with objective financial analysis.
Stronger Transaction Preparation
Prepare management teams for the questions and scrutiny that often arise during investor due diligence.
Improved Negotiating Position
Understand the factors that could influence valuation, warranties, earn-outs and deal terms.
Joined-Up Transaction Support
Benefit from close collaboration with our wider corporate finance, tax and advisory specialists.
Our Approach to Financial Due Diligence
1. Understand
We begin by understanding the transaction, stakeholders and objectives. This allows us to focus on the areas that matter most to the deal.
2. Analyse
We review financial information, trading performance, working capital requirements, cash flow trends and key business drivers.
3. Explain
We present findings clearly and avoid unnecessary jargon, helping stakeholders understand both the risks and opportunities identified.
4. Support
Throughout the transaction, we remain available to discuss findings, answer questions and support negotiations where required.
Who We Work With
Management Teams
Preparing for private equity investment, management buyouts or growth capital opportunities.
Business Owners
Getting ready for a business sale, investment process or succession transaction.
Private Equity Investors
Assessing investment opportunities and understanding financial performance before committing capital.
Corporate Buyers
Evaluating acquisition targets and identifying issues that could influence value or integration planning.
Funders and Lenders
Supporting lending decisions with independent financial analysis.
Why Choose Henderson Loggie for Financial Due Diligence?
Transactions often involve significant financial commitment, commercial risk and tight deadlines. Clients need advisers who can provide clear answers, pragmatic advice and a realistic view of the opportunities and challenges ahead.
Our team combines financial due diligence expertise with broader corporate finance, tax and business advisory experience. This means we can help clients understand not only what the numbers say, but also what they mean for the wider transaction.
Unlike larger firms that may rely on highly standardised processes, we provide a partner-led service, tailoring our work to the needs of each transaction and focusing on the issues that matter most to decision-makers.
Trusted by Business Owners Across Scotland
Financial Due Diligence FAQs
Financial due diligence is an independent review of a business’s financial performance, position and key risks. It helps investors, buyers and other stakeholders understand the quality of earnings, working capital requirements, cash generation and factors that may affect value.
The scope varies by transaction but commonly includes analysis of historical financial performance, earnings, balance sheet items, working capital, cash flow, forecasts and potential financial risks.
Yes. We work with corporate acquirers, management teams and investors who are assessing acquisition or investment opportunities.
Yes. We support business owners and management teams preparing for a sale or investment process by helping them understand likely areas of buyer scrutiny before formal due diligence begins.
Yes. We regularly support businesses preparing for investment by identifying issues early, improving financial readiness and helping management teams respond confidently to investor enquiries.
The timeframe depends on the size and complexity of the transaction. Smaller projects may take a few weeks, while larger or more complex transactions can take longer depending on information availability and deal requirements.
Meet our Financial Due Diligence Team
Rod Mathers
Partner
Gregor Miller
Manager
Robin Denissen-McIntosh
Manager
Conor Adamson
Manager
Discuss Your Transaction with Our Team
Whether you’re preparing for a private equity investment, assessing an acquisition opportunity or planning a future sale, understanding the financial position of the business is critical to making informed decisions.
Our financial due diligence specialists work with investors, management teams and business owners across Scotland, providing clear insights and practical transaction support.
