Financial Diligence
Historical performance, revenue and margin trends, working-capital dynamics, and the adjustments that change what you are really buying.
Diligence is where deals are won, repriced, or walked away from. Motta runs a disciplined, cross-functional diligence process — built from years of executing acquisitions in-house — that surfaces the risks and the upside before you commit capital or sign a deal.
Historical performance, revenue and margin trends, working-capital dynamics, and the adjustments that change what you are really buying.
How the business actually runs — systems, KPIs, customer and payor concentration, and the operational dependencies that affect value.
Market sizing, competitive positioning, and growth assumptions stress-tested against third-party data.
We engage and manage third-party diligence providers — legal, tax, QofE — so the workstreams move in parallel and nothing slips.
For buyers, we quantify revenue and cost synergies, pressure-test the seller’s numbers, and translate findings into purchase-price and structure recommendations. Our team has dissected complex billing datasets and built the internal models that committees rely on to approve deals.
For sellers, we run diligence before the buyer does — identifying and addressing the issues that erode value or stall a process, so you walk into negotiations prepared and protect your price.
We scope the diligence to the deal, build a request list, manage the data room and third-party vendors, and deliver clear findings and committee-ready materials — the same playbook used to close dozens of transactions.
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