ADVISORY
CASE STUDY 4


Due Diligence; Cash and Profit Performance Review



Background

It was 10am on Wednesday, and the Fund Managers were meeting at 10am Thursday. The Fund Managers wanted a quick assessment whether it should lend another $2 million to a target company. Levi Consulting spent the available time having discussion with management of the target company. Levi quickly obtained an understanding of the industry and business; management’s strategy plans and capacity; and identified key information including undisclosed future liquidity requirements and unfunded unrecorded liabilities - all in time to report orally to the Fund Managers.



Take a moment to call David Levi at 02 9016 4113 or email dlevi@leviconsulting.com.au. And let us help you get your company to where it needs to be.




This case study is not a substitute for formal advice concerning your circumstances. Liability limited by a Scheme approved under the Professional Standards Legislation.

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