Due Diligence

We test the commercial story behind a business or project: market size and growth, competitive position, customer concentration and plan assumptions. Findings are sorted into confirmed, unclear and unsupported. The package supports your decision; it does not give a view on whether to invest.

Deliverables

Commercial findings report, assumptions test table, key questions list

Best for

Buyers and investors reviewing a business or project

Pricing basis

Fixed fee from C$8,900; about 48 hours at a blended C$185/h; excludes HST; estimate, confirmed in writing

Not included

Audit or assurance, legal opinion, engineering inspection, securities advice

We analyse historical financials, adjust for one-offs, and examine revenue quality, margins and working-capital patterns. The result is a clearer view of sustainable earnings and the questions to put to management. It is analytical support and not an audit or assurance engagement.

Deliverables

Normalised earnings analysis, working-capital summary, management question list

Best for

Buyers and lenders reviewing a target company or project

Pricing basis

Fixed fee from C$9,300; about 50 hours at a blended C$185/h; excludes HST; estimate, confirmed in writing

Not included

Audit or assurance, legal opinion, engineering inspection, securities advice

We define the scope, brief and coordinate the third-party specialists a deal needs, such as building condition, zoning and survey reviews, and consolidate their findings into one issues report. Specialist fees are billed by the specialists and are not included. We do not perform engineering inspections ourselves.

Deliverables

Scope and brief documents, consolidated issues report, risk-ranked action list

Best for

Buyers and lenders of real estate and operating assets

Pricing basis

Fixed fee from C$5,900; about 32 hours at a blended C$185/h; excludes HST; estimate, confirmed in writing

Not included

Audit or assurance, legal opinion, engineering inspection, securities advice

We scope the environmental review, help you engage a qualified consultant, and summarise their findings and next steps in plain language. The consultant fee, for example for a Phase I Environmental Site Assessment, is separate and quoted by that firm. We do not perform site assessments.

Deliverables

Scope brief, consultant comparison, plain-language summary of findings

Best for

Buyers, lenders and owners of land and commercial property

Pricing basis

Fixed fee from C$3,300; about 18 hours at a blended C$185/h; excludes HST; estimate, confirmed in writing

Not included

Audit or assurance, legal opinion, engineering inspection, securities advice

We design the folder structure, index and request lists, and help you assemble and check documents before they are shared. A clean index shortens question rounds and avoids gaps. We recommend a platform but do not host the data room.

Deliverables

Data-room index, document request list, gap report

Best for

Sellers and borrowers preparing for a sale, raise or refinancing

Pricing basis

Fixed fee from C$4,100; about 22 hours at a blended C$185/h; excludes HST; estimate, confirmed in writing

Not included

Audit or assurance, legal opinion, engineering inspection, securities advice

We read a defined set of documents, such as contracts, financial statements and permits, and list the issues most likely to affect price, structure or timing. The report is short and prioritised for quick decisions. It does not replace legal, accounting or technical advice.

Deliverables

Red-flag report (8-12 pp), issues table by priority, follow-up questions

Best for

Buyers and investors who need a quick screen before spending more

Pricing basis

Fixed fee from C$3,700; about 20 hours at a blended C$185/h; excludes HST; estimate, confirmed in writing

Not included

Audit or assurance, legal opinion, engineering inspection, securities advice