Find the Issues Before the Buyer Does.
Validate adjusted EBITDA, support your addbacks, and resolve financial issues before buyer diligence begins.
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.
QoE Lite has a published fixed fee. Standard and Comprehensive engagements are scoped and quoted individually.
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
Two-stage diligence: Standard and Comprehensive engagements begin with financial validation, addback analysis, and proof of cash. We review those findings with you before proceeding. If you elect not to proceed beyond Stage 1, 50% of the engagement fee is refunded.
Pricing: Standard and Comprehensive engagements are scoped to the transaction. Final fees are fixed and agreed upfront based on complexity, data quality, number of entities, and requested scope. Priority delivery may be available at a 25–40% premium.
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.