Selling your tech or high-growth company is more than a transaction, it’s a pivotal moment that rewards years of innovation, risk-taking, and hard work. Yet, without rigorous preparation, you risk leaving value on the table or discovering hidden hurdles at the eleventh hour. At Plus Accounting, our specialist team led by Jake Standing guides ambitious businesses through the due diligence landscape, ensuring you enter negotiations with confidence.
Why Due Diligence Matters
Due Diligence is the buyer’s deep dive into your financial, operational, and legal records. It validates the story in your pitch deck, uncovers risks, and ultimately refines the deal terms. A smooth process:
- Boosts Valuation – Buyers pay a premium when they see transparent, well-organised data.
- Accelerates Timelines – Prepared sellers move faster through each diligence phase.
- Reduces Deal Fatigue – Fewer surprises mean less renegotiation and a stronger closing.
Financial Health & Reporting
- Clean Management Accounts: Monthly or quarterly packs showing revenue trends, burn rates, and EBITDA margins.
- Cap Table Clarity: Up-to-date equity schedules, convertible notes, and option pools.
- Historical Forecast vs. Actual: Demonstrate your ability to predict and hit targets.
- Link: If you haven’t run a Financial Health Check recently, start here.
Tax & Compliance
- R&D Tax Credits: Have your claims and supporting documentation rigorously archived.
- VAT & Sales Tax: Ensure your VAT/sales tax returns are error-free.
- Corporate Tax: Be ready with your corporate tax computations and supporting documentation.
- Employer Taxes: Including any employees in international juristictions.
- Employee Share Schemes: Confirm all EMI or CSOP documentation is in order.
Operational & Systems Review
- Tech Stack Audit: Map integrations and cost-benefit analyses.
- Process Documentation: Version-controlled SOPs for key workflows, engineering, customer support, finance.
- Cybersecurity & Data Privacy: Evidence of penetration tests, ISO certifications, and GDPR compliance.
Legal & Commercial
- Material Contracts: Customer agreements, supplier SLAs, and IP assignments.
- Litigation & Liabilities: Disclose any ongoing or potential disputes.
- Regulatory Approvals: Licenses, patents, or sector-specific certifications.
A Thought-Provoking Challenge
What would a buyer find if they looked at your books today?
Are your growth drivers obvious? Could they reconstruct your revenue model from your records alone?
If you hesitate, now is the time to act. Buyers expect crystal-clear documentation. The more you anticipate their questions, the more value you unlock.
Our Empathetic, Expert-Led Approach
Led by Jake Standing, our High-Growth & Technology division combines:
- Sector expertise in Technology, Creative, Hospitality and more
- Tailored Financial Health Checks to pinpoint strengths and areas for improvement
- End-to-end support, from pre-deal diagnostics to final hand-over
We don’t just tick boxes, we partner with you to tell your business’s true story, navigate sensitive commercial conversations, and make the sale process an opportunity for learning and growth.
Next Steps: Ready Your Business for a Premium Exit
- Book a Financial Health Check – Get a frank, actionable assessment of your readiness.
- Schedule a Due Diligence Workshop – Our team will walk through all four pillars, uncovering and mitigating risk.
- Implement a Roadmap – Prioritize quick wins and long-term improvements to maximise your sale price.
Don’t leave your exit to chance. Contact Jake Standing at Plus Accounting today to start your journey toward a successful sale.
Author: Jake Standing, Director, Plus Accounting
Any views or opinions represented in this blog are personal, belong solely to the blog owner, and do not represent those of Plus Accounting. All content provided on this blog is for informational purposes only. The owner of this blog makes no representations as to the accuracy or completeness of any information on this site or found by following any link on this site. Please note that AI has been utilised in generating content for this blog.
Date Published: 20 June 2025