Tax Services Due Diligence

Baker Tilly tailors its due diligence services to fit each transaction, including issues specific to the target company and its industry. We also leverage the client's in-house resources when available.

The professionals on our cohesive due diligence team have experience in a range of business disciplines, including auditing, tax, investment banking, operations, sales and marketing, technology, and general management.

With this range of knowledge and skill, we focus our efforts on helping you:

  • Assess the validity of purchase price assumptions
  • Uncover significant issues that might hinder or prevent the deal
  • Quantify risks and opportunities

Our financial review process encompasses a profit and cash flow trend analysis, property and equipment inspection and review, intangible asset evaluation, and a review of tax returns and filings. Business and operational diligence includes a review of products, customers, market, processes, technology, and personnel. The result is a comprehensive, business-focused report that aids your decision-making process.


Contact our transaction services team > 

 
Spotlight

"The Baker Tilly team not only exhibits the attentiveness and savvy you would expect from your consulting partners, but they consistently challenged us to think through every possible scenario in order to make the right decisions for our growing business."

Jonathan Harris
Professional Sports
Catering, LLC  

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Baker Tilly Capital - transaction services

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These materials may not be used or relied upon for any purpose other than as specifically contemplated by a written agreement with Baker Tilly Capital, LLC. While the information is deemed reliable, Baker Tilly Capital, LLC cannot guarantee its accuracy, completeness, or suitability for any purpose and makes no warranties with regard to the results to be obtained from its use. Any conclusions derived and communicated for the presentation of this data should be considered an opinion, with no certainty that any expressed course of events will actually transpire. No compensation has been paid to client(s) who have given testimony. The testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. Securities are offered through Baker Tilly Capital, LLC. Member FINRA and SIPC. Baker Tilly Capital, LLC is a wholly owned subsidiary of Baker Tilly Virchow Krause, LLP. Baker Tilly refers to Baker Tilly Capital, LLC. Baker Tilly Virchow Krause, LLP, is an independently owned and managed member of Baker Tilly International.