Mergers and acquisitions are complicated endeavors. Due diligence is an important step to ensure that board members have collected all relevant information and can make a well-informed decision. In addition to the duty of carefully investigating potential liabilities and problems, due diligence helps your credit union or financial institution avoid unnecessary costs and prepare for a smooth, successful transition.

To avoid missing vital findings, it is important that your auditors don’t “phone it in” when performing your due diligence, performing most of the work remotely. TWHC spends the time needed on-site to provide comprehensive reports, so our clients feel confident in the thoroughness of the information collected.

TWHC has assisted many financial institutions through the due diligence process and can help you thoroughly assess the implications of your merger or acquisition.