Financial & Tax Due Diligence
for Environmental Tech Firm in Jakarta

Written by Irshad Adriatama on 30/07/2025

The author’s views are entirely their own and may not always reflect the views of Putranto Alliance.

For any investor, understanding the financial health of a target company is crucial. This case highlights how our client, an overseas investor, successfully navigated financial and tax due diligence for an environmental technology company in Jakarta.

The Challenge

Our client was considering an investment in an Indonesian environmental technology company and needed a comprehensive assessment of the company’s financial and tax standing. The objective was to gain clarity on the company’s operations and risks without the need for manual review or physical presence in Indonesia.

Key Actions Taken

To ensure a comprehensive assessment, our client, with expert guidance, took proactive steps in conducting the financial and tax due diligence (FDD & TDD), which included:

Reviewing key financial documents, including audited financial statements.
Verifying assets and assessing the company’s financial health.
Analyzing tax-related documentation and identifying any discrepancies.
Compiling a clear, structured report that highlighted financial and tax risks, using insights that facilitated a well-informed investment decision.

Overcoming Challenges

During the due diligence, several challenges arose, including disorganized financial records and inconsistencies. Our client effectively addressed these issues by:

Organizing the financial data to provide clearer insights.
Identifying discrepancies and ensuring the accuracy of the financial records.
Implementing strategies to resolve compliance issues and improve financial data management.
Coordinating directly with the target company to ensure transparency and effective communication.

Outcome: Confident Investment Decision

With the financial and tax due diligence successfully completed, our client was able to:

Avoid the manual review of complex financial data.
Make an informed and strategic investment decision based on clear insights.
Minimize financial and tax-related risks, ensuring a secure and reliable investment.

Conclusion: Empowering Investment Success

By meticulously conducting their own due diligence, supported by expert guidance, our client was able to proceed confidently with their investment in Indonesia’s environmental technology sector. Gaining clarity on the target company’s financial and tax status allowed them to make a strategic investment, reducing risks and positioning themselves for long-term success, with the assistance of legal and financial expertise along the way.

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Financial & Tax Due Diligence for Environmental Tech Firm in Jakarta

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