Diligence for Corporates & Family Offices
A defensible read on the numbers without retaining a Big 4 team for a deal that does not warrant one.
Discuss a deal Engagement modelsProportionate diligence
Not every acquisition justifies a full-scope Big 4 engagement. But no acquisition justifies going in blind. We size the work to the deal.
- Scope matched to deal size — light QoE for smaller targets, full workstreams where risk warrants it.
- Plain-English findings your board or family council can act on.
- The analytical file handed over, so it becomes your baseline after close.
- One senior point of contact throughout, not a rotating engagement team.
What a typical engagement covers
Light QoE
Revenue recognition, cost allocations, customer concentration, obvious add-back abuse.
Databook
Monthly financials standardised and reconciled — often the first time the target's numbers are properly tied out.
Working capital
What normal looks like, and what you should be pegging at completion.
Valuation support
Sanity-check the price against comparable multiples and a DCF cross-check.
Integration baseline
The first 100 days — reporting cadence, chart of accounts alignment, synergy tracking.
CFO advisory
Ongoing reporting support where the acquired business lacks a finance function.
Frequently asked questions
We have never commissioned a QoE. Where do we start?
Send us what the seller has provided and the deal size. We will tell you what is worth checking and what is not, then scope from there.
Is this cheaper than a Big 4 engagement?
Materially, yes — we operate offshore with a senior-led team rather than a large pyramid. We will quote a fixed fee per deliverable up front.
Do you help after the deal closes?
Yes. Reporting packs, integration baselines and ongoing CFO-level support are all available once the transaction completes.
Looking at an acquisition?
Tell us the deal size and what the seller has shared. We will scope proportionate work.
Book a consult Get the data-request listOr email abhishek.bhandari@zionadvisor.com directly.
