Due Diligence
Informed decisions start with a clear understanding of risk and value. Effective due diligence goes beyond reviewing financial statements. It uncovers the details that impact price, structure, and long-term success.
The experts at Lumsden McCormick provide comprehensive due diligence services to support acquisitions, investments to financial and strategic buyers. Our team evaluates financial, tax, and operational information to identify risks, validate assumptions, and surface opportunities.
Comprehensive Financial & Tax Analysis
We analyze historical financial performance to validate earnings, cash flow, expose and quantify unrecorded obligations or contingencies and identify exposure and areas of opportunity based on current income and sales tax positions.
Risk Identification & Value Protection
Our professionals identify red flags, one-time items that impact key earning metrics and structural issues that may affect valuation or future performance.
Actionable Insights for Decision-Making
We deliver clear, practical findings that support negotiations, value determinations, transaction structuring, and post-close planning—helping you protect value at every stage of the deal.
Latest Insight
California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027
Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]
