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M&A Due Diligence

Navigating mergers and acquisitions with confidence.

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Mergers and acquisitions can open up a world of opportunities for businesses. It allows them to expand their reach, acquire new customers, and gain access to new technologies and resources. M&A due diligence, a process of evaluating a business’s financial and operational aspects, is a crucial step in the M&A process to identify potential risks and opportunities and ultimately helps to determine the value of the business.

Two businessmen shaking hands after completing M&A Due Diligence.

Clarity and understanding for complex M&A variables.

M&A isn’t just about matching buyers and sellers. It’s about understanding the complex issues and variables that arise during the sale or purchase of a business. That’s where Notion CFO & Advisors comes in. We’re experts at understanding the business side of M&A, but we also understand the human side. We’ll assist you with developing a strategy based on expertise, objectivity, and organizational skills. Trust us to guide you through the process and ensure a successful outcome.

The expertise and tools to handle any transaction.

Notion CFO & Advisors have extensive experience in mergers and acquisitions and M&A due diligence and work closely with clients to ensure the best outcome possible. We’ll validate financials, determine a fair price, and assess the business quality. We’ll even help you find and identify cost savings. Trust us to guide you through the process and ensure a successful outcome. Ready to level up your business through a merger or acquisition? We’ll be your wingman.

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Due Diligence Advisory

We’ll complete a thorough analysis for sellers or buyers, giving you advanced knowledge of any key issues. Ensuring your deal achieves its full potential.
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Valuation Advisory

We provide expert analysis and evaluation, using various methods to determine the business’s fair market value, ensuring that all parties involved have a clear understanding of the value being discussed or negotiated.
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Financial Validation

Our team thoroughly examines the financial statements, ensuring that the information provided is reliable and accurate and provides valuable insight for informed decision-making in the M&A process.
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Acquisition Targets and Modelling

We model cost savings and synergies for potential acquisitions, providing key information for decision-making and negotiation. We thoroughly analyze how the target fits with the client’s current operations and how it would impact the business’s performance.
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Transaction Structuring

Structuring an M&A deal can be tricky. We’ll help you figure out the best structure for your unique situation, taking into account taxes, laws, and long-term goals. We’re experts at navigating the different options, whether it’s stock or assets.


Frequently asked questions.

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Growth within a business often triggers the need for structured financial reporting, particularly when new requirements arise from banks or bonding agencies. Implementing robust financial reporting systems is essential to meet these external demands and support continued growth.

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Timely and accurate reporting is crucial for decision-makers to assess the company’s performance effectively and make informed decisions. Without accurate data from both job-level and company-wide perspectives, strategic planning and operational adjustments can be misaligned with the company’s actual performance and needs.

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Foundation Software provides comprehensive solutions tailored for construction industry needs, including:

  • Integrated Payroll: Manages complex construction payroll requirements, supporting multiple pay rates and union rules.
  • Job Costing: Offers precise tracking of materials, labor, and other expenses to ensure projects stay within budget.
  • Project Management: Enhances project oversight with detailed, customizable financial reports and progress billing, including AIA forms.
  • Billing Flexibility: Supports various billing methods crucial for construction contracts.
  • Document Management: Streamlines the management and accessibility of essential project documents.
  • Regulatory Compliance: Automates compliance and reporting for taxes and insurance, reducing the risk of errors and non-compliance.

These features help construction companies streamline operations, improve financial accuracy, and manage projects more effectively.

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A well-planned post-acquisition integration and transition can make the difference between a successful merger or acquisition and one that falls short of expectations. Our team will work closely with both companies to ensure a smooth transition and integration of the newly combined entity.
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