Assurance
& Attest

Due Diligence

Generally, due diligence is the process necessary to confirm all material facts before entering into an agreement or transaction with another party.

The objective of our due diligence services is to collect information for management to use in decision-making relative to joint ventures, mergers, consolidations, investments, and other types of acquisitions or transactions. Normally, three parties – management, lawyers, and Carlson Advisors are all involved in the due diligence process. We can take the lead and coordinate the entire process or work under the direction of the law firm.

We assist in gathering and analyzing information about potential sellers as well as evaluating the buyer if we are working for the seller. We will consult and make recommendations based on our findings.