Due Diligence Lite Report
Zerba & Co provides Due Diligence Lite Reports for investors, buyers, founders, and businesses that need a clear financial review before making an investment, acquisition, partnership, or strategic decision.
We help clients identify financial risks, review performance, assess assumptions, and understand the key questions that should be answered before moving forward.
Ways to work with us
Start with a focused red-flag review or request a more detailed financial due diligence report depending on the complexity of the opportunity and the information available.
Red-Flag Financial Review
Best for investors, buyers, founders, or business owners who need a quick but structured review of a company, transaction, or investment opportunity.
We review the available financial information to identify obvious risks, inconsistencies, weak assumptions, margin issues, cash flow concerns, and questions that should be clarified before proceeding.
Red-flag financial reviews are scoped based on the available materials, company complexity, and review depth, with typical ranges between $1,000 and $5,000.
Depending on the scope, we can review:
financial performance
revenue trends
margin movement
cost structure
cash flow quality
working capital
debt and liabilities
customer or revenue concentration
unusual expenses
key red flags
questions for management
Due Diligence Lite Report
Best for clients who need a more complete financial review before an investment, acquisition, funding decision, or business partnership.
We analyze the company’s financial performance, quality of earnings, assumptions, risks, working capital, revenue quality, profitability, and key areas requiring further investigation.
Due Diligence Lite Reports are scoped based on company size, available information, transaction complexity, and required analysis, with typical ranges between $2,500 and $10,000.
Depending on your needs, we can provide:
financial performance review
revenue and gross margin analysis
EBITDA and profitability review
working capital analysis
cash flow assessment
debt and liabilities review
customer concentration analysis
quality of earnings observations
normalized earnings adjustments
risk and red-flag matrix
management questions
summary findings report
Need a clearer view before making a decision?
If you are reviewing an acquisition, investment opportunity, funding decision, or business partnership, Zerba & Co can help you identify financial risks, key red flags, and the questions that need to be answered before moving forward.