Define what you are proposing to buy
Due diligence is useful when it is connected to the transaction you are considering. Yudey helps organise a scoped review of selected business records before you commit to a purchase. We begin by clarifying whether you intend to buy shares in a company or particular business assets. The structure affects the questions to investigate, the documents required and the advisers who should be involved.
This service is framed for transactions in England and Wales. Businesses, property or contractual arrangements in other jurisdictions may require additional professional input. The proposal states the disciplines and record categories included. Legal due diligence, financial analysis, tax advice, valuation and technical inspection are different workstreams; we do not describe a limited document review as a complete assessment of every acquisition risk.
Build a targeted information request
The agreed preparation can turn your business objectives into a focused request list. We ask which assets generate value, which contracts support revenue and which dependencies concern you. The record set may include corporate documents, key customer and supplier agreements, IP records and selected employment information, depending on scope. The request should be relevant to the deal rather than an indiscriminate demand for every company file.
We also consider confidentiality and the stage at which information should be shared. Sensitive personal or commercial material may need controlled access, redaction or a staged process agreed with the appropriate advisers. We do not request unnecessary customer records through the initial enquiry. Access to a data room or seller's documents requires an agreed engagement and suitable authority.
Examine the evidence behind the business description
A seller's summary can identify important features, but the supporting documents need their own review. We compare selected claims with the evidence provided and record gaps or inconsistencies. Public company information may help establish parts of the background, while internal records can raise further questions. Official guidance describes continuing company responsibilities, which remain relevant when assessing the records supplied. [2]
The report distinguishes a missing document from a confirmed problem. If a key customer agreement is not available, we identify the information needed and the importance of the dependency. We do not assume that absence proves misconduct or that an unqualified seller statement resolves the issue. The findings should show what is established, what remains uncertain and which further questions matter to your decision.
Consider continuity after the purchase
An asset or share purchase can raise questions about contract consents, premises, licences, intellectual property and operational access. The agreed review identifies the selected arrangements that may need attention before or after completion. A profitable-looking business may still depend on permissions or relationships that are not addressed by the headline purchase terms. Those dependencies should be visible during negotiation.
Employees also need appropriate consideration. Government guidance explains that business transfers can engage TUPE protections depending on the circumstances. [1] We identify where employment specialists should assess the proposed structure and process. The scope does not assume that staff can simply be selected or transferred without analysis, nor does a general acquisition review replace the necessary employment work.
Connect findings with transaction decisions
The findings can be organised by urgency and possible consequence for the proposed deal. Some issues may call for further information, others for specialist advice, a condition, contractual protection or a commercial decision. We explain these categories without promising that a warranty or indemnity will eliminate the underlying risk. The value of a contractual remedy can depend on facts outside the document itself.
We also identify whether a finding changes the agreed scope. An unexpected dispute, regulatory concern or complex ownership issue may need deeper investigation. The proposal states how such matters are escalated and priced. We do not silently expand the engagement or imply that a report has resolved issues which were only identified during the initial review.
Receive a report with visible limits
The agreed handover can include the documents reviewed, key findings, outstanding requests and a prioritised action list for negotiation or completion. It records the review date and limits of the evidence. A due diligence report is not a guarantee that no undisclosed liabilities exist, nor is it a valuation or recommendation that the purchase price is commercially attractive unless a suitable separate service is arranged.
Fees depend on transaction structure, business complexity, record volume and reporting depth. The GBP proposal identifies applicable VAT and specialist workstreams. Begin with the proposed purchase, approximate size, available documents and timetable. We will clarify a proportionate review and who will provide each professional element before requesting the confidential transaction file or accepting a commitment to a signing date.
Official information behind this service
Sources checked on 7 September 2026. Use the linked guidance for subsequent changes.