Financial Due Diligence
Navigating financial transactions can be complex. Whether you’re acquiring, investing, or preparing for a sale, you need more than just numbers—you need real insights. 512Financial’s due diligence services help you uncover risks, identify growth opportunities, and make informed decisions with confidence.
With 512Financial, Your Organization Will:
See the Full Picture
Go beyond financial statements—understand operational strengths, weaknesses, and long-term sustainability.
Get Unmatched Clarity
Access expert analysis that blends accounting precision with real-world operational insights.
Maximize Post-Transaction Success
Get guidance to streamline integration and set up your investment for long-term growth.
Quality of Earnings
Numbers alone don’t tell the full story. Our Quality of Earnings (QoE) analysis helps you dig deeper, identifying financial trends, operational risks, and areas for growth before making a deal.
What You’ll Gain:
Confidence in Financials
Verify earnings accuracy and identify red flags before closing a deal.
Operational Visibility
Understand what drives revenue and where inefficiencies may exist.
Tailored Solutions
Every report is customized to meet your unique needs and deliver relevant, impactful insights.
Entrepreneurship Through Acquisition
Acquiring a business is a major investment—knowing what you’re stepping into is key. Our Entrepreneurship Through Acquisition (ETA) services give you the clarity and data you need to confidently move forward.
What You’ll Gain:
Target Business Evaluation
In-depth financial and operational assessments to identify the right fit.
Risk and Opportunity Analysis
A breakdown of potential challenges and growth opportunities within your target business.
Strategic Guidance
Expert advice to support seamless integration and long-term operational efficiency.
Meet the Transaction Advisory Team
Bart Davis
CEO & Co-Founder
Michael Kirgan
Director, Transactional Services
Christopher Ciani
Director of Client Advisory Services
Mason Lytal
Senior Transaction Advisory Consultant
Nicole Stephenson
Accounting & Transaction Advisory Consultant
Dan Ha D. Nguyen
Senior Transaction Advisory Consultant