Advisory and Consulting

Outsource Pre-Merger Due Diligence in the UK

Our market-leading advisory team offers a thorough examination of every aspect of the merging firm’s operations, for the long-term benefit of both parties.

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Bookkeeping Outsourcing

How We Help – A Tailored Approach

Proper due diligence is essential before any merger or acquisition. Without it, firms risk significant financial, operational, and legal exposure.

At QX, our advisory team helps accounting firms carry out a comprehensive review of both your firm and the potential merging entity. This ensures you fully understand the value, risks, and implications of the deal before finalising terms or signing the sale and purchase agreement.

We assess all key areas of the target firm, such as financials, commercial operations, tax, HR, IT, governance, regulatory compliance, anti-bribery controls, environmental and social factors, and health and safety.

With QX, you get clear insights and reduced risk, enabling confident, well-informed merger and acquisition decisions.

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Identify:

We pinpoint gaps in your current processes and determine where our support is needed.

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Analyse:

We conduct a thorough analysis of your specific requirements.

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Deliver:

We provide a foolproof solution, customised to meet the unique needs of your business.

How We Streamline Your Pre-Merger Due Diligence

We simplify each step, ensuring seamless integration from initial scope to final delivery. Our process is designed to enhance your efficiency and reduce your workload.

Scope of Work

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  • A preliminary pre-acquisition assessment of risk
  • Discussion with client to gain an understanding of the merger
  • Assessment of the most appropriate work and methodology
  • Centralised coordination fo project team
  • Preparation of due-diligence target lists to target specific areas of concern
  • Identifying/analysing the key elements affecting the merger value
  • Determine normalised profits, working capital, and net debt
  • Comprehensively identifying risks for which warranties are required
  • Determining the optimal merger structure from a financial and tax standpoint
  • Carrying out a post-merger audit & preparing the opening balance sheet
  • Evaluate the merging firm’s quality of earnings
  • Assisting with the drafting of the mechanisms of price adjusting clauses
  • Understanding the underlying performance of the merging firm

What We’ll Need

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  • Last year Audit working papers
  • Last year’s signed accounts
  • Last year’s disclosure and other checklist
  • Changes in the board and group structure

What You’ll Get

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  • Financial Forecast Report
  • Valuation Reports
  • Pre- Merger Due Diligence Report

  • A preliminary pre-acquisition assessment of risk
  • Discussion with client to gain an understanding of the merger
  • Assessment of the most appropriate work and methodology
  • Centralised coordination fo project team
  • Preparation of due-diligence target lists to target specific areas of concern
  • Identifying/analysing the key elements affecting the merger value
  • Determine normalised profits, working capital, and net debt
  • Comprehensively identifying risks for which warranties are required
  • Determining the optimal merger structure from a financial and tax standpoint
  • Carrying out a post-merger audit & preparing the opening balance sheet
  • Evaluate the merging firm’s quality of earnings
  • Assisting with the drafting of the mechanisms of price adjusting clauses
  • Understanding the underlying performance of the merging firm

  • Last year Audit working papers
  • Last year’s signed accounts
  • Last year’s disclosure and other checklist
  • Changes in the board and group structure

  • Financial Forecast Report
  • Valuation Reports
  • Pre- Merger Due Diligence Report

Tackle Staff Shortages, Streamline Operations, and Grow Your Practice with our Tailored Pre-Merger Due Diligence Services

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Tackle Staff Shortages

Trusted By Industry Leaders

Backed by two decades of experience and a 96% CSAT score, we’re the go-to choice for 350+ accounting firms managing high-volume pre-merger workload with confidence.

Customer Success Stories

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Trust the Confidence of 350+ Accounting Firms in Cutting Up to 50% Operational Costs, Boosting Profits, and Driving Sustainable Growth

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Discover the QXAS Difference in Pre-Merger Due Diligence Support

Experience unparalleled efficiency, accuracy, and security tailored to elevate your firm’s pre-merger operations

Market Leaders in Outsourcing   
Market Leaders in Outsourcing
Managed FTE Solutions
Four-eyed Review Process
Four-eyed Review Process
Top-notch Talent
Top-notch Talent
Data Security Assured
100% Data Security Assured
Seamless Integration
Tighter Reporting & Governance
Tighter Reporting & Governance
Consistently high CSAT Scores
Consistently high CSAT Scores (>96%)

Software Capabilities

Your software, our expertise – the QX team of expert consultants is trained to use the tools you trust, ensuring a seamless and efficient process.

FAQs

Have questions? Find answers to all your doubts about outsourcing and discover how QX’s strategic expertise can help transform your practice.

Pre-merger due diligence is a comprehensive review of a firm’s financial, operational, legal, commercial, and regulatory position before finalising a merger or acquisition. It helps identify risks, validate value, and ensure an informed decision.

Without proper due diligence, firms may face hidden liabilities, overvaluation, integration challenges, or legal and compliance issues after the deal. Due diligence ensures transparency, reduces risk, and protects both parties.

We assess all critical areas, including financials, commercial operations, tax compliance, HR, IT systems, governance, anti-bribery and corruption controls, health and safety, regulatory compliance, and environmental/social factors.

Our advisory team conducts a structured review of both your firm and the potential merging entity. We analyse documents, evaluate risks, prepare reports, and provide clear recommendations to guide negotiations and decision-making.

Timelines vary depending on the size, complexity, and availability of data. Smaller firms may take a few weeks; more complex transactions may require longer. We work within agreed deadlines and prioritise quick, accurate reporting.

QX generally supports one party to maintain confidentiality, independence, and objectivity. Support can be tailored whether you’re the acquiring firm or the one preparing for merger.

Yes. Insights from due diligence help firms understand the true value of the merging entity, identify risks, and negotiate fair terms or necessary adjustments.

We follow strict data security standards, secure file-transfer protocols, and confidentiality agreements to ensure all sensitive information remains protected throughout the engagement.

Yes. We can support during negotiation, deal structuring, SPA finalisation, and post-merger integration planning if needed.

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Explore outsourcing solutions, request a free trial or discuss your practice’s needs with our expert consultants.

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