Entry
CIM Snapshot
$349
1–2 business day delivery
A high-level screen, not a full QoE. Use it before you spend real money on diligence. We review the CIM or seller-provided financials, sanity-check the asking multiple against reported EBITDA, and flag the obvious addback issues and red flags worth a closer look. Buyers vet a target before committing to diligence. Sellers pressure-test their own numbers 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
Secure checkout via Stripe. You'll receive the intake form right after payment.
Standard
QoE Lite
$1,999
5 business day delivery
For LOI-stage decisions, or a seller building a credible package before going to market. Three years of annual financials normalized into a defensible EBITDA bridge, with every addback reviewed and documented. Includes a first look at revenue quality, customer concentration, and margin trends, plus the major red flags. Annual-level depth, without the monthly detail, working capital peg, and reconciliations a lender will require. For a complex deal or anything heading to a lender, most clients step up to the Standard QoE.
- ✓ 3-year EBITDA bridge (annuals)
- ✓ Every addback reviewed and documented
- ✓ Revenue quality, concentration, and margin trends
- ✓ Major red flags identified
- ✓ Lender-ready format
- ✓ PDF report + Excel workbook
- ✓ 30-min debrief call
Secure checkout via Stripe. You'll receive the intake form right after payment.
Most Popular
Standard QoE
$6,997
8–10 business day delivery
The institutional standard, and the depth a lender or sophisticated buyer expects. Everything in QoE Lite, plus 3–5 years of monthly analysis. Reconciliations tie the numbers to reality: Proof of cash, tax, and payroll. Working capital peg with seasonal analysis, net debt schedule, and AR/AP aging. Deeper revenue-quality and concentration testing, and the flags a lender raises before they do. The report that survives a credit committee.
- ✓ Everything in QoE Lite
- ✓ 3–5 years of monthly analysis
- ✓ Reconciliations: proof of cash, tax, payroll
- ✓ Working capital peg with seasonal analysis
- ✓ Net debt schedule + AR/AP aging
- ✓ Deeper revenue-quality and concentration testing
- ✓ Executive summary + appendices
- ✓ 30-min debrief call
Free 30-min scoping call before payment. We confirm the financials are ready to analyze.
Enterprise
Comprehensive QoE
$15,000
10–15 business day delivery
A full diligence package for larger or more complex deals. Everything in Standard, plus a management interview, operational risk review, normalized tax analysis, and lender coordination. Goes deeper on the drivers: Multi-year revenue waterfall and cohort analysis, unit economics by segment, SKU, or channel, and a high-level review of key vendor and customer contracts.
- ✓ Everything in Standard QoE
- ✓ Management interview
- ✓ Operational risk review
- ✓ Normalized tax analysis
- ✓ Lender coordination
- ✓ Revenue waterfall + cohort analysis
- ✓ Unit economics by segment, SKU, or channel
- ✓ Key vendor and customer contract review
- ✓ 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.
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, and we'll confirm the 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. Lender-ready formatting, with a cover letter, executive summary, and lender-specific exhibit structure, is included on QoE Lite and above at no extra charge.
Which tier is right for my deal?
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For early screening or IOI stage, start with the CIM Snapshot. For a lighter look or a simpler deal, QoE Lite. For full diligence, especially where a lender will review the report, Standard QoE is the institutional standard. Comprehensive is for complex, multi-entity, or higher-value deals 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.
Can sellers and their advisors order a QoE?
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Yes. The same analysis that tells a buyer whether the numbers hold up tells a seller whether their numbers will survive a buyer's diligence. Commissioning an independent QoE before going to market surfaces the issues early, while there's still time to address or explain them, instead of mid-deal when they trigger a retrade. The report doesn't flex based on who's paying for it, which is exactly what makes it worth having.
I'm an ETA searcher. Is QoEPro right for me?
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QoEPro was built for your situation. Searchers and independent sponsors are a core part of who we serve: You need institutional-grade output without a Big 4 price tag or a six-week timeline. QoE Lite and Standard QoE both 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 for factual corrections or newly provided information. Revisions based on new financial data or scope changes may incur additional fees, which we discuss upfront.
Not Sure Which Report
Fits Your Deal?
Book a free 30-minute call. We'll confirm which tier fits the financials and your timeline. No sales pressure.