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Independent Quality of Earnings for Lower Middle Market M&A

Know What the
Numbers Actually
Say

Buy-side or sell-side, the standard is the same. An independent read on adjusted EBITDA that holds up under the other side's scrutiny, your lender's underwriting, and your own.

View Report Options How It Works
Professionally Certified Analysis
Lender-Ready Format
Delivered Before Your Deadline
Standard QoE Report · Draft Preview
Adjusted EBITDA Bridge Analysis
$847K
Adj. EBITDA
($124K)
Non-Recur. Items
4.2×
Est. Multiple
Revenue Quality
88%
Margin Stability
62%
Addback Risk
35%
3 Flags Identified
As fast as 1–2 business days
Independent analysis, buy-side or sell-side
Reports accepted by SBA & conventional lenders
CFA charterholder on every engagement
Fastest Delivery: 1–2 Business Days
Report Tiers

The Right Report for
Every Stage of the Deal

From early target screening to full diligence, built for the lower middle market. Buyers verifying a deal and sellers preparing for one work from the same analytical standard.

Entry
CIM Snapshot
$349
1–2 business day delivery
High-level screen, not a full QoE. Buyers use it to decide whether a target is worth real diligence time. Sellers use it to spot what a buyer will flag before going to market.
  • Review of CIM or seller-provided financials
  • Sanity-check on asking multiple and reported EBITDA
  • 3 key diligence flags identified
  • PDF deliverable
  • 30-min debrief call
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Standard
QoE Lite
$1,999
5 business day delivery
A focused quality of earnings report covering 3 years of annual financials. A lighter option for simpler deals, earlier looks, or tighter budgets. When you're signing on something complex, most clients step up to the Standard QoE.
  • 3-year EBITDA bridge (annuals)
  • Every addback reviewed and documented
  • Revenue quality, concentration, and margin trends
  • Lender-ready format
  • PDF report + Excel workbook
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Most Popular
Standard QoE
$6,997
8–10 business day delivery
The institutional standard for serious diligence. Full 3–5 year analysis conducted on monthly financials, not just annuals, with working capital, debt-like items, reconciliations, and the flags a lender will ask about.
  • Everything in QoE Lite
  • 3–5 years of monthly analysis
  • Reconciliations: proof of cash, tax, payroll
  • Working capital peg with seasonal analysis
  • Executive summary + appendices
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Enterprise
Comprehensive QoE
$15,000
10–15 business day delivery
Full diligence package with management interviews, operational review, and lender coordination for complex or high-value deals.
  • Everything in Standard QoE
  • Management interview
  • Operational risk review
  • Revenue waterfall + cohort analysis
  • Unit economics by segment, SKU, or channel
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The Process

Simple Intake.
Serious Output.

01
Submit Your Financials
Upload 3 years of P&Ls, a GL export, and any supporting schedules through our secure intake form. No accounting jargon required.
02
CFA Review & Scoping
A CFA charterholder reviews your materials within 1–2 business days, confirms scope, and flags any gaps before work begins.
03
Analysis & Draft
We build your EBITDA bridge, addback schedule, and diligence flags using our institutional-grade Excel model and report template.
04
Delivery & Q&A
Receive your polished PDF report with a 30-minute debrief call to walk through findings and answer buyer or lender questions.
Why QoEPro

Independent Diligence.
Without the Big 4 Bill.

Reviewed by a Former IRS Valuation Examiner
Before founding QoEPro, I spent years on the IRS LB&I Engineering and Valuation team, the examiners who review business valuations in audits, litigation, and Tax Court. I was the one deciding whether someone else's number held up. Every QoEPro engagement gets read that way: Not "does this look fine," but "does this survive scrutiny."
Priced for Main Street and the Lower Middle Market
A searcher on a $3M EBITDA deal can't justify a $40K Big 4 QoE fee, and a seller prepping a $5M business shouldn't pay one either. Flat-fee pricing, four tiers, deal-appropriate cost. We work the $250K–$25M EBITDA range that searchers, independent sponsors, first-time buyers, and the owners selling to them are actually doing. Institutional output without the institutional invoice.
Independent, Whichever Side Hired You
Sellers present their best case. Brokers have a deal to close. An independent QoE gives you the read your lender, your investors, and your own underwriting actually require. The analysis doesn't change based on who's paying for it. That's the whole point of hiring someone independent.
QoEPro vs. Alternatives
DIY / Broker Big 4 Firm QoEPro
CFA Credentialed ✕ ✓ ✓
Lender-Ready Format ✕ ✓ ✓
As little as 2 business day turnaround ✓ ✕ ✓
Under $7,000 ✓ ✕ ✓
EBITDA Bridge + Flags ✕ ✓ ✓
Main Street & LMM Experience ✕ ✕ ✓

Ready to See What
the Numbers Really Say?

Order an independent QoE today, or schedule a 30-min call to talk through which tier fits your deal.

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Get in Touch

Not Sure Where
to Start?

Whether you're evaluating a target, prepping for an exit, or just trying to understand what a QoE report actually covers, send us a message. We respond within 1–2 business days.

info@qoepro.com
Or book a free 30-min call via Calendly
Responds within 1–2 business days
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