Find the Issues Before the Buyer Does.
A sell-side QoE pressure-tests the financial story before buyer diligence begins. We help owners and advisors determine which addbacks are defensible, where the books need support, how working capital behaves, and which issues could create delays, credibility problems, or a retrade.
The first time your numbers are stress-tested should not be by the buyer.
Buyers and lenders will eventually ask whether adjusted EBITDA is real, whether addbacks are supportable, whether revenue converts to cash, and whether normal working capital has been delivered. A sell-side QoE lets you address those questions while you still control the timeline.
Three scopes. No sell-side CIM Snapshot.
The seller-side entry point is QoE Lite. If the business has messy accounting, significant addbacks, complex working capital, multiple entities, lender scrutiny, or a competitive process, start with a scoping call for Standard or Comprehensive.
QoE Lite
Three years of annual financials with focused adjusted EBITDA, addback, revenue, and margin analysis.
- Annual EBITDA bridge
- Addback support review
- Revenue / margin analysis
- PDF report + Excel workbook
Standard QoE
Monthly analysis, source-document reconciliations, working capital, and deeper support for the seller's earnings bridge.
- 3–5 years monthly analysis
- Cash / tax / payroll reconciliations
- Working capital peg & seasonality
- Addback support package
- PDF report + Excel workbook
Comprehensive QoE
Standard QoE plus deeper management, revenue, customer, operational, and process analysis.
- Everything in Standard
- Management interviews
- Deeper revenue / customer analysis
- Operational / process review
- Expanded diligence support
Preparation preserves options.
A buyer finding a problem in diligence creates leverage for the buyer. You finding the same problem before launch gives you options: fix it, document it, price it, disclose it clearly, or adjust expectations before it becomes a surprise.
Messy books or no formal accounting system?
That may require cleanup or reconstruction before a QoE can do its job properly. Schedule a scoping call before purchasing a fixed package so we can separate bookkeeping cleanup from transaction diligence.
Scope the Situation →Common seller questions
Why isn't there a sell-side CIM Snapshot?
The CIM Snapshot is intentionally a buyer-side pre-LOI screening product. Sellers need a different starting point: an independent review of their own financials and adjustments. The sell-side entry tier is QoE Lite.
Will a sell-side QoE prevent the buyer from doing its own QoE?
No. Many buyers will still conduct their own diligence. The purpose is to make your financial story better prepared, supported, and less surprising when that diligence happens.
Does a sell-side QoE tell us what the company is worth?
No. QoE analyzes the quality and sustainability of earnings and related transaction issues; it is not a valuation opinion. Cleaner, better-supported earnings can improve the quality of a valuation discussion, but valuation is a separate analysis.
What if we discover a problem?
That is precisely why pre-sale work can be valuable. You can decide whether to correct the accounting, gather support, normalize the presentation, disclose the issue, or address it in transaction expectations before a buyer controls the narrative.
Useful before buyers enter the data room.
Buy-Side QoE vs. Sell-Side QoE
Same evidence, different client and different decision context.
AccountingCash vs. accrual: what the books hide
Why accounting basis can materially change the earnings story.
AddbacksWhen a loss becomes an EBITDA addback
What documentation and recurrence questions determine defensibility.
If QoEPro is engaged by the seller, we will not accept the buyer-side engagement on the same transaction. Independence is part of the product.