Agreed Upon Procedures and Financial Analyses

The problem

At certain times, companies identify the need for independent advisors to complete a defined scope of work. The client wants to test certain selected areas of the balance sheet and/or income statement and highlight deviations. In this case, they are not looking at assurances, opinions, or conclusions from the audit. Instead, they draw their own conclusions from these inconsistencies.

Our solution

Eight International’s Agreed Upon Procedures (AUP) meet clients’ particular needs by reviewing their financial information and business processes and generating a report on factual observations, fully tailored to their business.

Our AUP support spans a variety of interventions:

• We review the completion accounts of the client’s transaction to establish a final sale price.
• We assess the company’s financial position or business activities on behalf of shareholders or management to provide an objective financial overview.
• We review the estimation of potential synergies in the context of a group merger.
• We draft or review business plans relating to an activity, company, or group.
• We provide clients with any required financial certifications.