Financial diligence findings
Review the agreed period, reconcile management information and examine earnings adjustments, customer concentration and balance sheet risks.
A&A · BUSINESS & COMPLIANCE ADVISORY
Mergers & Acquisitions Advisory in Dubai
Understand what you are buying—and what happens after closing.
THE STARTING POINT
What this service covers
Mergers and acquisitions financial advisory helps buyers and sellers examine financial performance, working capital and transaction assumptions. A&A supports a defined financial workstream, coordinating with the legal, tax and other specialists appointed to the transaction.
CLEAR OUTPUTS
What you receive
Valuation and deal inputs
Develop or review financial assumptions and scenarios. Distinguish enterprise value, equity value and working-capital mechanisms where relevant to the deal.
Integration priorities
Identify reporting, treasury, people and system dependencies for day one and the initial transition. Assign owners to issues that cannot be resolved before signing.
FROM QUESTION TO ACTION
How the engagement works
- 1
Define the mandate
Confirm buy-side or sell-side scope, access permissions, confidentiality and transaction milestones.
- 2
Review the evidence
Analyse the authorised data room and request support for material adjustments. Clearly record information limitations.
- 3
Connect findings to terms
Discuss financial risks and model sensitivities with the transaction team. Legal advisers translate agreed positions into documents.
- 4
Prepare the handover
Set reporting priorities, opening balance requirements and the integration action list before completion.
MAKE THE DISTINCTION
Compare the scope before you commit
| Workstream | Purpose | Important distinction |
|---|---|---|
| Financial due diligence | Performance and financial risk | Not an audit opinion or legal review |
| Valuation analysis | A range under stated assumptions | Not a guaranteed sale price |
| Legal and regulatory advice | Contracts, approvals and transaction structure | Requires appropriately qualified advisers |
PREPARE FOR THE REVIEW
Documents to have ready
The final checklist depends on your entity, purpose and agreed assignment. Begin with an inventory; share sensitive records only through an agreed secure channel.
- Financial statements and monthly management accounts
- Revenue detail, customer concentration and forecast assumptions
- Debt, cash, working-capital and material liability schedules
- Authorised data room index and proposed transaction terms
AGREE THE BOUNDARIES
Responsibilities, fees and limitations
A financial advisory assignment is not legal advice, brokerage or a statutory audit. Assess competition, sector and licensing approvals with qualified advisers before committing to a timetable. No transaction completion, price or funding outcome is guaranteed.
QUESTIONS WORTH ASKING
Frequently asked questions
Does financial due diligence replace an audit?
No. It addresses agreed transaction questions and may use different procedures and periods. Its scope and limitations should be stated explicitly.
Why can equity value differ from enterprise value?
Debt, cash and other agreed adjustments can bridge the two. The definition of each adjustment and the measurement date must be clear in the deal terms.
Can you support a seller?
A sell-side scope can organise records, identify financial questions and prepare consistent information. Agree who may rely on the work and what is excluded.
Are regulatory approvals relevant?
They may be. Competition, sector and licensing considerations depend on the transaction. Obtain current legal advice before signing or setting completion conditions.
A PRACTICAL NEXT STEP
Tell us what you need to resolve
Share the service required, your business type and your preferred timeline. Please do not include passwords, identification documents or confidential case details in your first enquiry.
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