Case Study Objective The aim of the project was to undertake detailed financial due diligence on Karbon Homes which has been selected by York Housing Association as a potential merger partner. How did we do it? A team of DTP specialists undertook a detailed and robust review of a wide range of key documents provided (upon request) by Karbon Homes. This included business and financial plans, stress testing, management and statutory accounts, funding arrangements, board papers, financial returns, pensions, IT and property information. The team analysed the documents intensively, looking in particular for evidence that Karbon’s planning assumptions were DTP provided a clear tender for this work and a reasonable fee given the complexity involved. In practice their work was thorough,

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