Business · Legal · Tax

Coordinated Due Diligence

We organize requirements, specialists and findings for a documented review.

Three professionals meet around a table overlooking the city

The service in detail

What it addresses

We organize a documented review of information relevant to a transaction, partnership, or project. We define what must be examined, who is qualified to do so, and how findings are consolidated.

When it is useful

A response to this stage

A significant decision requires checking commercial, technical, legal, accounting, or tax information.

Scope of work

What we do

Review scope, document room, request list, subject-matter specialists, findings, and outstanding items.

When an activity requires legal, accounting, tax, financial or immigration advice reserved for qualified professionals, it is coordinated with appropriately licensed specialists for the specific case.

Specific deliverables

What you receive

Deliverables depend on the available information and the agreed scope.

Your deliverables

Document matrix, findings log, and coordinated executive summary.

Who it is for

Companies that need a management structure and specialist coordination.

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Método JAS

A clear process, tailored to your assignment.

First, we define the objective and available information. Then we agree a proposal of activities and deliverables. The final review identifies next steps and responsibilities. Explore the full method ↗

Frequently asked questions

Answers to help you decide

What does Coordinated Due Diligence include?

We organize a documented review of information relevant to a transaction, partnership, or project. We define what must be examined, who is qualified to do so, and how findings are consolidated.

When is this service useful?

When a significant decision requires checking commercial, technical, legal, accounting, or tax information.

What activities are included?

Review scope, document room, request list, subject-matter specialists, findings, and outstanding items.

What deliverables can I receive?

Document matrix, findings log, and coordinated executive summary.

What information do I need to get started?

Share your company's objective, available documents, people involved and the corporate, contractual or tax decisions you need to resolve.

How is progress reviewed?

We review prepared documents, completed milestones and matters requiring a company decision or specialist involvement.

Next step

Services connected to this work.

Business · Legal · Tax

Tell us what you need to address.

Tell us your objective and starting point so we can define the scope of Coordinated Due Diligence together.