due diligence

Dowling Hales assists clients in performing and managing the due diligence process associated with either a sale or purchase as well as to help minimize the risk in a transaction. Our detailed due diligence support expands beyond financial due diligence and covers key areas such as operations, legal, human resources and taxes.

We also work with clients on special projects involving general strategic advice.  These involve customized market research studies and strategic plans to assist firms in evaluating strategic alternatives for their businesses.   We also help firms to develop succession planning options.  Regardless of the business size, the underlying principles of formulating a near- or long-term strategy remain the same: to afford owner(s) the opportunity to smoothly and efficiently transfer ownership and realize liquidity from what may be their most valuable asset.