How to manage clients who expect extensive DD reports from FA
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Hi everyone – as a financial advisor on the buy-side of M&A deals, our role typically includes overall project coordination, timeline management, valuation analysis, due diligence organization, reviewing commercial issues identified across various DD streams, and negotiation support—essentially, we’re at the center of the transaction process.
However, sometimes clients challenge the value we bring compared to other DD advisors like lawyers, accounting/tax firms, and commercial DD providers. Those DD specialists often deliver extensive reports (clients tend to judge by the number of pages!), whereas as financial advisors (aside from valuation models and presentations), we don’t always produce similarly detailed reports. Some clients struggle to justify our fees based on this difference.
Could you please share any experience on how to address this concern? Have you found effective ways to communicate our value beyond just the deliverables? Would love to hear your thoughts! Thank you!
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