Better diligence.
Better deals.
Petracca Group is not your standard due diligence provider.
We are pioneers in the field, utilizing cutting-edge technology and proprietary techniques to revolutionize the due diligence process with added effectiveness and efficiency.
Step 1
| Week 1
Buyer Questionnaire
INVOLVED PARTIES:
Buyer (You)
Step 2
| Week 1
Engagement Letter
INVOLVED PARTIES:
Buyer (You) Diligence (Us)
Step 3
| Week 1-2
Provide Documents
INVOLVED PARTIES:
Seller
Step 4
| Week 2
Seller Questionnaire
INVOLVED PARTIES:
Seller Seller’s CPA
Step 5
| Week 2-3
Review Documents
INVOLVED PARTIES:
Diligence (Us)
Step 6
| Week 3
Deep Dive Meeting
INVOLVED PARTIES:
Buyer (You) Diligence (Us) Seller Seller’s CPA
Step 7
| Week 3-4
Prepare Report & Analyze
INVOLVED PARTIES:
Diligence (Us)
Step 1 | Buyer Questionnaire
INVOLVED PARTIES:
Buyer (You)
Step 2 | Engagement Letter
INVOLVED PARTIES:
Buyer (You) Diligence (Us)
Step 3 | Provide Documents
INVOLVED PARTIES:
Seller
Step 4 | Seller Questionnaire
INVOLVED PARTIES:
Seller Seller’s CPA
Step 5 | Review Documents
INVOLVED PARTIES:
Diligence (Us)
Step 6 | Deep Dive Meeting
INVOLVED PARTIES:
Buyer (You) Diligence (Us) Seller Seller’s CPA
Step 7 | Prepare Report & Analyze
INVOLVED PARTIES:
Diligence (Us)
Acquire with peace of mind.
Buying a business is full of unknowns. We dive deep into the details of your deal, using our proprietary techniques to ensure you can acquire your next business with total confidence.
quality is engrained in everything we do.
PROTECTION
With over 5+ years of FDD experience, a background with the Big Four, and a proven track record of successfully completing numerous deals, our team quickly identifies fact from fiction. We point out major deal-breaking issues upfront, saving clients time and money.
DEAL LEVERAGE
In almost every deal, there is an opportunity to leverage diligence findings to negotiate the purchase price. We will walk you through avenues to leverage findings to keep more money in your pocket.
CONFIDENCE
Our goal is to help you purchase a business with total peace of mind. We will dive deep into your deal, keeping in mind how the business will perform now and in the future.
The team at Petracca Group is top-notch. They’re always responsive, detail-oriented, and proactive in addressing our needs. They have become our preferred provider in executing deals.
Jenna A., M&A Strategy & Operations
Our Pricing
We understand that each client and transaction is unique.
Choose the plan that fits best for your situation.
LITEPOPULAR
$20k*
Our lightest diligence offering without sacrificing quality.
WHAT’S INCLUDED:
- Quality of Earnings (QoE) Lite
- Cash Proof
- 5 hr. review of third-party supporting documentation
STANDARDPOPULAR
$25k*
Petracca Group’s most popular service. Download a free sample QoE report.
WHAT’S INCLUDED:
- All Lite offerings
- Comprehensive Quality of Earnings (QoE)
- Net Working Capital
- Debt and Debt-like Analysis
- Customer / Product / Vendor Concentration Analysis
- Revenue Quality
- Capital Expenditures (CAPEX) Analysis
- Receivable and Payable Review
- 10 hr. review of third-party supporting documentation
$35k*
Our highest tier. Dive deeper into industry-specifics.
WHAT’S INCLUDED:
- All Standard offerings
- Review of all transactions for keywords and inaccurate entries
- Industry-Specific Analysis
- 30 hr. review of third-party supporting documentation
Big-Four Quality at a Fraction of the Cost.
Explore our work firsthand by downloading an example of our comprehensive due-diligence reports.
Frequently Asked Questions
Services
We specialize in financial due diligence, valuations, transaction advisory, and other financial advisory services.
Who are your typical clients?
Our clients include private equity firms, companies, independent sponsors, ETA searchers, venture capitalists, and other financial institutions.
Do you offer customized solutions?
Yes, we tailor our services to meet the specific needs and objectives of each client.
Financial Due Diligence
Financial due diligence is a comprehensive review of financial aspects of a target company to evaluate its suitability for a merger, acquisition, or other investment.
Why is financial due diligence important?
Financial due diligence helps investors and businesses understand the financial health of a target company, thereby reducing risks and making informed decisions.
What is included in a financial due diligence report?
A financial due diligence report typically includes an analysis of financial statements, Quality of Earnings analysis, Cash Proof, evaluation of revenue streams, other key financial analyses providing comfort over the target company.
What is Quality of Earnings (QoE)?
Quality of Earnings refers to the sustainability and reliability of a company’s earnings. It assesses whether the earnings are generated from core business operations or from one-time, non-recurring activities.
Why is Quality of Earnings important?
Understanding the Quality of Earnings helps investors and stakeholders gauge the long-term profitability and financial stability of a company, which is crucial for investment decisions.
What is Cash Proof?
A cash proof is the process of verifying the accounting records to a third-party bank statement to provide comfort over the amounts represented in the Company’s financial statements. This analysis helps determine the accuracy of financial records and indicate errors or fraud in accounting.
How do you assess working capital requirements?
We evaluate the company’s current assets and liabilities to determine the working capital requirements and trends. This helps in understanding how efficiently the company can meet its short-term obligations as well as assisting in structuring a working capital peg for acquisitions.
Do you perform tax due diligence or tax structuring?
Yes, we assess the target company’s tax compliance, identify tax liabilities, and evaluate the impact of tax issues on the transaction. We can also assist with analyzing the most tax efficient M&A structures.
What are some red flags in financial due diligence?
Red flags could include inconsistent financial reporting, undisclosed liabilities, overvalued assets, or signs of fraudulent activity.
How long does the financial due diligence process typically take?
The duration of the financial due diligence process can vary depending on the complexity of the transaction and the size of the company but generally ranges from a two weeks to a month, assuming the counterparty provides both
What industries do you specialize in for financial due diligence?
We have experience in a wide range of industries. Our approach couples the core diligence requirements regardless of industry and adds industry-specific deal issues and focuses. We have built industry specific add-on analyses for manufacturing, service-based businesses, IT, SaaS, healthcare, and more that key in on higher-focus areas relevant for these specific industries.
Do you work on both the buy-side and sell-side?
Yes, we have substantial experience in both buy-side (representing buyer) and sell-side (representing seller) engagements.
Transaction Advisory Services
Our transaction advisory services include financial due diligence, valuations, deal structuring, negotiation support, financial modeling, and post-transaction bookkeeping and integration.
How do you charge for your services?
Our fee structure varies depending on the complexity and scope of the project. Please contact us for a customized quote.
General
To get started, you can schedule a consultation with one of our experts by contacting us through our website or via phone.
Do you have any client testimonials?
Yes, you can find client testimonials on our website under the “Testimonials” section.
Is my information confidential?
Absolutely. We adhere to strict confidentiality and data protection protocols to ensure your information is secure.