Identification of unrecorded legal contingencies, environmental liabilities, or aggressive tax positions.
Unfunded pension liabilities, deferred maintenance, underfunded capital expenditures, and historical tax exposures. 4. Working Capital Analysis
You can create a report structure mirroring KPMG’s by reviewing their publicly available (e.g., “Financial Due Diligence Checklist – KPMG” PDF from their site). Combine that with:
It provides a world-class methodology for presenting financial data to stakeholders and lenders.
A standard KPMG financial due diligence report PDF is designed for quick scanning by executives, followed by granular data sheets for analysts. The document typically follows this blueprint:
This financial due diligence report has been prepared for XYZ Inc. (the "Company") in connection with a potential investment or acquisition transaction. The report provides an independent assessment of the Company's financial condition, performance, and prospects.
Evaluating the feasibility of management's future forecasts. Key Components: What to Expect in the PDF Report
Analyze revenue by customer, product, or region to understand historical performance and growth trends. Net Assets & Financial Position (Balance Sheet)
Once the FDD report is issued, the findings should immediately be integrated into the transaction lifecycle:
