Independent Quality of Earnings analysis built for the lower middle market. Clear findings, a defensible EBITDA, and minimal disruption to your team or your deal.
For owners preparing to go to market. We identify and resolve the issues a buyer will raise, document add-backs, and give buyers confidence in your numbers so diligence moves more quickly and transactions close.
For acquirers and investors. Choose a full-scope QoE analysis or a targeted QoE Lite focused on the areas that concern you most, such as revenue quality, customer concentration, or working capital.
For SBA-financed acquisitions. Independent, lender-ready reports built to satisfy SOP 50 10 8.1 and fit neatly into the credit memo.
Most engagements take 2 to 4 weeks from receipt of the initial data request, depending on the size of the business and the quality of its records.
Monthly financials, general ledger detail, bank statements, tax returns, and payroll reports, typically for the most recent two years and trailing twelve months.
An audit opines on historical financial statements. A QoE tests whether earnings are recurring and sustainable, which is what drives valuation and debt capacity.
Fees depend on scope and complexity. We provide a written scope and fee before any work begins.
Tell us about the deal and timeline, and we will send a scoped proposal.
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