Taft Street Financial Advisory was founded on the principle that good decisions are made with wisdom, born from experience, and good information as a result of conducting Due Diligence.  Experienced Due Diligence is where we help ownership and management minimize risk born from misinformation.

The main objective of due diligence is to produce, vet and verify the financial, legal, and operational and regulatory health of a company in advance of acquisition. This process provides the purchaser with greater certainty as to the likely future performance and earnings (while assessing risk). The owners and management of a company being sold are asked to produce documents and provide written answers to questions intended to satisfy the buyer’s need to be careful when executing a major transaction. Major categories of questions to be advanced to management/ownership include the following:

Organization, management and ownership
Products/Services
Customers
Critical, material relationships
Financial reports
Schedule of Assets
Tax Returns
Real Estate, leased or owned
IP
Employees
Contracts
Environmental
Litigation
Consultants
Professionals
Publicity
Memberships