A structured, value-driven approach to assessing your current AI landscape, identifying high-impact opportunities, and establishing a governance framework that ensures measurable productivity gains and long-term strategic alignment.
Purpose: The preparation & Information gathering phase sets the foundation for a successful engagement and comprehensive date collection.
Purpose: Deep financial analysis of quality of earnings, working capital, net debt, revenue concentration and margin in an effort to uncover hidden risks, identify non-recurring items and sustainability of reported earnings.
Purpose: Clear documentation and transaction support maximize deal value through, draft report review, final report package, findings presentation and SPA support.
AI Audit & Governance: Chemical Company Portfolio Refocus
The Transaction: A financial acquirer engaged our firm to conduct financial due diligence on a mid-market medical coding and Revenue Cycle Management (RCM) company with significant offshore operations. The target company, “CodeRight Inc.”, was a $50 million revenue business with a reported EBITDA of $10 million (a 20% margin).
The Challenge: The acquirer needed to validate CodeRight’s quality of earnings, assess the sustainability of its high margins driven by offshore labor, and uncover any hidden compliance or operational risks inherent in the complex medical coding industry.
The Outcome: A Successful Transaction at the Right Price
The insights from our financial due diligence were a game-changer for our client. Armed with a data-driven understanding of the business’s true financial health and risk profile, the acquirer was able to:
Ready to transform your business and unlock new opportunities? Reach out to our team today to discuss your goals, explore solutions, and start your journey toward sustainable growth and innovation.
