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YOUR NEXT CHAPTER STARTS WITH A PLAN

Help responding to buyer due diligence requests

Prepare reconciled records and manage buyer questions without losing track of evidence, responsibilities or deadlines.

Understand the numbers. Prepare the evidence. Decide with clarity.

Sale readiness checklist ↗
ACA
Kishen Patel, BFP ACAICAEW Chartered Accountant

What should I do when a buyer sends a due diligence request list?

Create one tracker with request, owner, due date, source and status. Reconcile key figures before sharing them, record missing evidence, and agree who can approve the release of confidential records.

Practical example: If the buyer asks why EBITDA increased, send a bridge that ties to the monthly accounts and labels recurring and one-off movements. Flag open questions separately.

Use the buyer question log guide

YOUR NEXT STEP

Buyer already asking for documents?

Log requests and make the numbers tie

Keep one request tracker with a deadline, owner and latest version. Reconcile the monthly results and adjustment schedule before circulating them.

Identify issues that need an explanation

Explain missing months, unusual balances and changes in customer margins. If the buyer has set a deadline, flag what can be supplied first and what needs more time.

Discuss buyer due diligence preparation See the full sale checklist

Help responding to buyer due diligence requests

Build one request tracker

Log each request, owner, due date and document version. Flag questions that need input from legal or other advisers and agree who can approve release.

Tie explanations back to records

Support earnings adjustments with ledger entries and working papers. Separate unresolved differences from explained variances and record what evidence will close the gap.

Prioritise material issues

Bring the buyer’s request list and timetable. Start with issues that could affect the offer, delay funding or prevent the buyer from reaching a decision.

Discuss your requirements

Create a reliable starting point

Buyers may ask how reported performance connects to management accounts, revenue records and cash. Start with a clear reporting period, reconciled accounts and a consistent explanation of the business. We help identify gaps and prepare the financial material within an agreed scope.

Explain adjustments and movements

Document one-off costs, owner remuneration adjustments, changes in margins and unusual working capital movements. Supporting evidence matters more than a persuasive description. A sensible request tracker records the question, response owner, source information and status so that follow-up work stays visible.

Share deliberately

Your solicitor or transaction adviser should help determine confidentiality arrangements and data room permissions. Do not send sensitive transaction documents through this enquiry form. Once engaged, agree a suitable document-sharing method and access controls. Preparation support is not an audit or a guarantee that a buyer will accept every adjustment.

BEFORE WE BEGIN

Your next-step
questions.
Answered.

What will I receive?+

We agree the deliverables before work starts. The scope will identify the schedules, analysis or preparation work you need and the information required from you.

Can you work with my existing advisers?+

Yes. We can scope the financial work around your accountant, solicitor and other appointed advisers, with clear responsibilities and your permission to share information.

EXPLORE THE NEXT QUESTION

Business sale preparation ↗Understand your business value ↗Buyer offer review ↗Scope & fees ↗

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