Guardian Due Diligence
We lead due diligence processes so our clients can focus on the deal and not the details.
For family offices and independent investors - we have a solution for you!
Mistakes in Diligence Could Cost You Millions
Diligence is critical to each deal. But finding advisors who have the right skills to execute diligence has been nearly impossible up until now.
Our Diligence Solutions:
Execute Your Full Due Diligence Process: We can work with you to structure a due diligence process and lead that process from beginning to end ensuring the best chance of success.
Confirmatory Due Diligence: We can use our methods to provide a second opinion or confirmatory review of your deal providing a list of key risks to consider before closing.
Buyside Deal Process with Sourcing: We can help you source new deals, show you how to structure better IOIs and LOIs, and then structure a due diligence process and lead that process from beginning to end ensuring the best chance of success.
Benefits of Working With Guardian
When deals blow up, you’ll always hear investors say “We overpaid”. The seller’s price is always inflated in the marketing materials. Endless EBITDA adjustments. How do you know what is right? We validate the business financials & operations to establish a fair price & valuation so you won’t overpay.
Maximize Return on Investment
Return begins with diligence. If you miss something in diligence – most likely you’ll end up spending time on fighting against bankruptcy versus spending that same time on growth (driving return). Our seasoned deal professionals will identify key risks that would otherwise hinder the deal. You can then reduce purchase price, structure around the risk, or plan for mitigating the risk post-close.
Save Your Time & Money
Time is the buyer’s most valuable asset. Guardian eliminates bad deals quickly so buyers don’t spin their wheels, blow 3rd party CPA and legal fees, nor waste months of time. Guardian eliminating bad deals quickly allows you to spend more time on good deals.
End-to-End Diligence Services
Financial & Accounting Diligence
Sellers can be deceiving – how will you know the revenue and profits are real? We’ll dig past the financial statements and dive into bank bank statements and tax returns as part of our proprietary process.
The seller won’t be as motivated after he/she gets a big check. Will the customers stay if the seller isn’t around? Will the employees work as hard for you as they did for the prior owner? Guardian has a comprehensive list of items to check and methods to verify the operation will continue as promised.
How will you ensure the legal documents protect your investment without getting gouged by attorneys? We know that not all lawyers are equal. Our preferred list of transaction attorneys are both cost effective and know how to structure docs to keep your investment safe.