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Our Services

At SF | Diligence, we handle all aspects of financial diligence. Our industry experts are equipped to handle due diligence for your most complex M&A transactions.

We are purpose-built to handle multiple deals in tight timelines as our full staff is dedicated solely to due diligence. As a result, we are able to dive deeper than other firms, offering transparent risk assessment services. We pride ourselves on understanding our clients and developing partnerships to service their needs. Our process of reviewing business operations and financial statements helps uncover possible risks and identifies any synergies or hidden assets. Additionally, our clear and comprehensive due diligence reports assist the client with the overall risk assessment before a transaction is completed and provide actionable insights.

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Recent Articles

Jun 2, 2026

Personal Goodwill: What Buyers Should Understand

When buying an insurance agency from a C corporation, one issue can have a major effect on transaction economics: double taxation.

Jun 1, 2026

Personal Goodwill: A Key Tool for Buyers

When you buy an insurance agency that operates as a C corporation, the deal structure can quietly erode economics through double taxation on the seller’s side.

Experience for yourself why we are the financial service industry’s preferred diligence provider.

TESTIMONIALS

“SF|Diligence has assisted Acrisure on numerous buyside transactions. The team is diligent, experienced and efficient which is of the utmost importance to Acrisure’s M&A strategy. Their reports are accurate and comprehensive and Acrisure sincerely values the professional relationship we’ve built with the SF|Diligence team!”

Matt Schweinzger / CFO and Chief Acquisition Officer / Acrisure

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