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Buying A Business Due Diligence

Many prospective business owners decide that going down the startup route is too slow and risky, instead deciding to purchase an existing business.

While there is also a risk with purchasing an existing business, spending money on a professional to support you through this process is money well spent.

This process is known as due diligence. Essentially, your accountant and lawyer spend some time investigating the information provided to validate the viability of the business and assess whether the sale price is good value for money.

Step One

Review the Information Memorandum – For a one-off fee of $950 plus GST, we will review the information you have been provided and give you an indication of the suitability of the purchase. This includes a meeting to answer any questions you may have, and what your initial offer might look like. We also provide a checklist of additional information you require before you proceed.

Many of our customers have found that this initial fee saves a much larger cost, as issues are identified early.

Step Two

Due Diligence – The Sale and Purchase agreement is signed, and you are into full due diligence. This is when we work with you to fully investigate the financial and other information provided to understand what operating this business will be like for you.

Step Three

The Financial Plan – Most prospective business owners need to borrow some funds to facilitate the purchase. The bank or other lender will require a forecast budget and cash flow statement to assess the viability of the business.

Download our Guide to Buying a Business here.

Our business plans overview

Our three-tier business plan systems offer the right expertise, experience, and advice for a business at any level of operation. If you have any questions, feel free to get in touch with us today.

$ 400 Monthly +GST

Bi-monthly Performance Reports
2 Advisory Board Meetings / Year
Annual Financial Statements
Financial Health Checks
GST Returns
Income Tax Returns
Free Year-round Phone Support
Unlimited Xero Training & Support
Financial Forecasts - Profit/Loss
Rolling 90-Day Cash Flow Forecasts
90-Day Action Plan
Annual Strategic Review
Benchmarking
Structure & Funding Review

Monthly Add-ons:

Company Secretarial $40 + GST

Xero from $31 + GST

Dividend Preparation $40 + GST

Xero Training $150 + GST (per hour)

$ 1,000 Monthly +GST

Bi-monthly Management Reports
Quarterly Advisory Board Meetings
Annual Financial Statements
Financial Health Checks
GST Returns
Income Tax Returns
Free Year-round Phone Support
Unlimited Xero Training & Support
Financial Forecasts - Profit/Loss
Rolling 90-Day Cash Flow Forecasts
90-Day Action Plans
Annual Strategic Review
Benchmarking
Structure & Funding Review

Monthly Add-ons:

Company Secretarial $40 + GST

Xero from $66 + GST

Dividend Preparation $40 + GST

$ 3,500 Monthly +GST

Monthly Management Reports
Monthly Advisory Board Meetings
Annual Financial Statements
Financial Health Check
GST Returns
Income Tax Returns
Free Year-round Phone Support
Unlimited Xero Training & Support
Financial Forecasts - Profit/Loss
Rolling 90-Day Cash Flow Forecasts
90-Day Action Plans
Annual Strategic Review
Benchmarking
Structure & Funding Review

Monthly Add-ons:

Company Secretarial $40 + GST

Xero from $66 + GST

Dividend Preparation $40 + GST

Trusted and experienced experts helping you grow your business.

Call us on 07 579 5011

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