Entry
CIM Snapshot
$349
1–2 business day delivery
High-level financial review for early-stage target screening. Know whether this deal is worth pursuing before spending time on full diligence.
- ✓ Revenue & margin summary
- ✓ Normalized EBITDA estimate
- ✓ 3 key diligence flags identified
- ✓ PDF deliverable
- ✓ 30-min debrief call
Secure checkout via Stripe. You'll receive an intake form after payment.
Standard
QoE Lite
$1,999
5 business day delivery
A focused buy-side QoE covering 3 years of financials (annuals only). The go-to for LOI stage — know what you're acquiring before you're contractually committed.
- ✓ 3-year EBITDA bridge
- ✓ Addback schedule & commentary
- ✓ Revenue concentration analysis
- ✓ Lender-ready format
- ✓ 30-min debrief call
Secure checkout via Stripe. You'll receive an intake form after payment.
Most Popular
Standard QoE
$6,997
8–10 business day delivery
The institutional standard for buy-side diligence. Full 3–5 year analysis conducted on monthly financials — not just annuals — with working capital peg, debt-like items, reconciliations (cash proof, payroll, book-to-tax), and the flags your SBA or conventional lender will ask about.
- ✓ 3-year EBITDA bridge
- ✓ Working capital peg analysis
- ✓ Customer & revenue quality
- ✓ Debt-like items schedule
- ✓ Executive summary + appendices
- ✓ 30-min debrief call
Free 30-min scoping call before payment. We confirm the target's financials are ready to analyze.
Enterprise
Comprehensive QoE
$15,000
10–15 business day delivery
Full buy-side diligence package with management interviews, operational risk assessment, and lender coordination for complex or higher-value acquisitions.
- ✓ Everything in Standard QoE
- ✓ Management interview
- ✓ Operational risk assessment
- ✓ Normalized tax analysis
- ✓ Lender coordination support
- ✓ 30-min debrief call
Free 30-min call to confirm scope before payment. No commitment required.
Turnaround times begin once all required documentation has been received. For CIM Snapshot and QoE Lite, this means your P&L statements and GL export. For Standard and Comprehensive QoE, we will confirm the full documentation checklist during your scoping call before work begins.
Enhance Your Report
Available Add-Ons
Available on any report tier. Discuss add-ons during your scoping call or note them in your intake form.
Rush Delivery
+$500–$1,500
Expedited turnaround when your deal timeline can't wait. Pricing varies by report tier and availability.
Management Interview
+$750
Structured 60-min interview with the owner or CFO to validate addbacks and surface operational risks before closing.
Lender-Ready Formatting
+$350
Enhanced formatting with cover letter, executive summary, and SBA/conventional lender-specific exhibit structure.
Additional Historical Year
+$500/year
Extend the analysis period beyond the standard scope. Useful for businesses with cyclical revenue or multi-year trends.
What Happens Next
From Order to Delivery
01
Order or Book a Call
Pay via Stripe for CIM Snapshot and QoE Lite. Book a free scoping call before committing to Standard or Comprehensive — we confirm the target's financials are ready to analyze.
02
Secure File Intake
You'll receive a secure intake form to upload your financials. Note: all turnaround times begin once we have received all required documentation.
03
CFA Analysis
A CFA charterholder builds your EBITDA bridge, addback schedule, and diligence flags using our institutional model.
04
Report + Debrief
Receive your polished PDF report followed by a 30-min debrief call to walk through findings and answer questions.
Common Questions
Before You Order
What financials do I need to provide?
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At minimum we need 2–3 years of profit & loss statements and a general ledger export. Tax returns, bank statements, and any owner addback documentation are helpful but not always required. We'll confirm exactly what's needed during your intake or scoping call.
Is the report accepted by SBA lenders?
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Yes. Our reports follow the format and documentation standards expected by SBA 7(a) lenders and most conventional acquisition lenders. The Lender-Ready Formatting add-on further optimizes the exhibit structure for lender review.
Which tier is right for my deal?
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For early target screening or IOI stage, start with the CIM Snapshot. For LOI stage, QoE Lite is the right move. For full buy-side diligence — especially where an SBA or conventional lender will review the report — Standard QoE is the institutional standard. Comprehensive is for complex, multi-entity, or higher-value acquisitions where a management interview and operational review are warranted.
Do you work with business brokers?
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Yes — we have a broker referral program with volume pricing for brokers who order multiple reports per year. Contact us to discuss a partnership arrangement.
I'm an ETA searcher — is QoEPro right for me?
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QoEPro is built specifically for your situation. ETA searchers and independent sponsors are our primary clients — you need institutional-grade diligence output without a Big 4 price tag or a 6-week timeline. The QoE Lite and Standard QoE tiers are both designed to fit a typical search fund deal timeline and SBA lender requirements.
What happens if I need revisions?
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One round of revisions is included with every report if new information is provided or if there are factual corrections needed. Revisions based on new financial data or scope changes may incur additional fees, which we'll discuss upfront.
Not Sure Which Report
Fits Your Search?
Book a free 30-minute call. We'll confirm which tier fits your target's financials and your timeline — no sales pressure.