Analysis / Private equity and diligence
Map earnings adjustment support
Map proposed earnings adjustment support in Proforma. Organize transaction evidence, recurrence questions and possible duplicates for financial diligence review.
Financial diligence analyst
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Your starting prompt.
Review [proposed earnings adjustments] and organize the support for each item. Link the stated rationale to available transactions, invoices and policy records, showing period, amount, recurrence evidence and missing documentation. Separate management proposals from diligence conclusions and show possible duplicate adjustments. Prepare an evidence schedule and review questions. Do not decide accounting treatment, certify adjusted earnings or infer unrecorded transactions.
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Method and review
Keep the assumptions visible.
Reconcile supplied financial and operating evidence, preserve source references and list unresolved questions. Prepare diligence analysis for qualified review.
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A qualified diligence adviser must assess accounting treatment and whether each adjustment is appropriate.
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Before you begin
- Authorized adjustment and transaction records
- Qualified financial diligence review
Work with permitted files or queryable data. Verify the result against the original records.
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Make it your investigation.
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