Due Diligence Services for Informed Transactions

Comprehensive Financial Due Diligence and Transaction Support for Buyers, Sellers, and Investors in Private-Company Deals.

CPA-led due diligence for business acquisitions, divestitures, and joint ventures.

Know What You’re Getting Into Before You Sign

Whether you’re acquiring, selling, or investing, due diligence is where smart decisions start. At Duffy Kruspodin, we help businesses and investors evaluate the financial reality behind the deal—so you can move forward with the right information.

Ready to verify the numbers before you commit?

What We Deliver

We go beyond surface-level reviews to uncover the financial details that influence deal terms, timing, and post-close planning. Our team works as part of your broader advisory group—focused on accuracy, accountability, and risk awareness. Our services typically include:

Review of historical and adjusted financials
Revenue and margin trend analysis
Working capital assessment
Normalized EBITDA calculations
Balance sheet validation and account-level review
Identification of non-recurring or irregular items
Internal control and financial process review
Preliminary Quality of Earnings insights

Why Clients Work with Duffy Kruspodin

Industry-Aligned Perspective – We understand the nuances that matter across a variety of sectors like real estate, hospitality, professional services, and manufacturing—helping you identify what others might miss.

Senior-Level Involvement – Your engagement is led by experienced professionals who work closely with your team to provide informed, actionable input throughout the process.

Purpose-Built Scope – Every engagement is tailored to your transaction goals—whether you’re validating performance, preparing to sell, or assessing risk ahead of a close

Collaborative Execution – We coordinate seamlessly with your legal, tax, and advisory partners to keep things moving—and focused on what matters most.

Who We Support

We provide due diligence services to:

Acquiring companies seeking validated financials
Founders and sellers preparing for exit or recapitalization
Private equity firms evaluating investment opportunities
Legal and advisory teams needing independent financial review
Companies evaluating joint ventures or carve-outs

Related Services

Guided by Experienced Leadership

MIRIAM KAPLAN, MBA, CPA

Partner, CAS Practice Leader

Miriam leads Duffy Kruspodin’s outsourced accounting and advisory team, including due diligence support and pre-transaction planning. She brings decades of experience helping clients assess risk, prepare for growth, and manage financial operations with structure and accountability.

DAISY HOM, CPA

Partner

Daisy leads assurance services at Duffy Kruspodin with deep experience across public accounting and private industry. She specializes in audits, internal controls, and financial consulting for privately held companies and nonprofit organizations — including biotech, research, construction, and social impact sectors. Daisy also chairs the firm’s Audit Committee.

Let’s Talk About Your Transaction

We’ll help you dig into the financials and understand what matters most—before the deal is done.

Transaction Advisory Resources

Business meeting with audit report on laptop screen.

Smarter Financial Moves Start Here.

Stay in the know with financial resources, industry insights and news that support smarter decisions - for your business and your life. Delivered monthly.