Software

Due diligence on a Valencia software company

A UK group buying a Spanish software company needed the numbers checked in four weeks.

Case file

Client

Buyer · UK group

Sector

Software

Countries

UK → Spain

Year

2025

weeks to report

price adjustment

findings

The challenge.

What the client came to us with.

The challenge.

What the client came to us with.

A British software group agreed terms to buy a company in Valencia and needed financial due diligence before signing.

What we did.

The work, in the order we did it.

What we did.

The work, in the order we did it.

Scope

We agreed a fixed fee and the questions that mattered for the price.

Findings

Quality of earnings, net debt and a working capital gap that changed the price.

The outcome.

What changed for the client. We describe our work, not financial results.

The outcome.

What changed for the client. We describe our work, not financial results.

A report the board read in one sitting, and a price agreed on the numbers.

Who worked on it.

The advisers who led the work.

Who worked on it.

The advisers who led the work.

Economistas de Madrid no. 0000 · ROAC no. 00000

Check

Marta Lozano

Managing partner

Office

Madrid

Credentials

Economist · ROAC

Languages

ES · EN

Economistas de Madrid no. 0000 · ROAC no. 00000

Check

Marta Lozano

Managing partner

Office

Madrid

Credentials

Economist · ROAC

Languages

ES · EN

ICAEW no. 0000000 · CIOT no. 000000

Check

Thomas Ferris

Partner

Office

London

Credentials

ACA · CTA

Languages

EN · ES

ICAEW no. 0000000 · CIOT no. 000000

Check

Thomas Ferris

Partner

Office

London

Credentials

ACA · CTA

Languages

EN · ES

Services used.

Each with its own page, scope and fee.

Services used.

Each with its own page, scope and fee.

3.1

Financial due diligence

Buyers, investors and lenders

From €6,500 / £5,700 per review

Financial due diligence

Buyers, investors and lenders

From €6,500 / £5,700 per review

More cases.

Other clients, what they needed and what changed.

More cases.

Other clients, what they needed and what changed.

A Spanish S.L. opening in London

Company · Madrid → London

Two sets of books and two VAT systems. Now one monthly close for both entities, filed on time six quarters in a row.

entities

monthly close

late filings

A small software team working in an open office

A Spanish S.L. opening in London

Company · Madrid → London

Two sets of books and two VAT systems. Now one monthly close for both entities, filed on time six quarters in a row.

entities

monthly close

late filings

A family with homes in both countries

Family · Madrid and London

Wills, gifts and the family home planned for Spanish inheritance tax and UK IHT, with one adviser for both.

generations

wills

plan

A family with homes in both countries

Family · Madrid and London

Wills, gifts and the family home planned for Spanish inheritance tax and UK IHT, with one adviser for both.

generations

wills

plan

Cases are described with our clients’ permission. They describe our work, not financial results.