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Amplēo provides Financial Due Diligence and Quality of Earnings support for small business acquisitions, searchers, independent sponsors, investors, and lower-middle- market buyers. Our transaction advisory work is designed to help buyers understand the story behind the numbers before they close. We focus on the areas that most often impact valuation, financing, purchase price negotiations, and post-close execution, including revenue quality, EBITDA adjustments, proof of cash, gross margin trends, net working capital, debt and debt-like items, customer/vendor concentration, accounting practices, and balance sheet considerations. Amplēo’s approach is flexible and phased, allowing buyers to start with a focused red flags review, move into deeper validation work, or complete a full lender- and investor- ready Quality of Earnings report. Beyond QofE and financial due diligence, Amplēo also offers fractional CFO, accounting, HR, marketing, sales tax, and valuation services to support companies before, during, and after a transaction.
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advisory
A comprehensive, investor- and lender-ready financial diligence report to support valuation, financing, negotiations, and closing. Includes deeper analysis of adjusted EBITDA, normalized revenue, gross margin trends, customer and vendor concentration, proof of cash, operating expenses, accounting policies, net working capital, balance sheet accounts, capital expenditures, and debt and debt-like considerations. Deliverable is a comprehensive 25-30 page Quality of Earnings and Financial Due Diligence report summarizing procedures performed, key findings, normalized earnings, working capital considerations, and other diligence matters relevant to the transaction. Best suited for buyers, investors, lenders, and acquisition teams that need a complete diligence package to support an acquisition.
advisory
A focused, early-stage financial diligence review designed to help buyers identify potential deal-breakers before committing to a full Quality of Earnings process. Includes a high-level review of monthly financials, trend analysis, management Q&A, and risk surfacing across key diligence areas including revenue trends, customer concentration, gross margin, EBITDA, owner adjustments, cash-to-accrual considerations, net working capital, and potential debt-like items. Deliverable is a concise 2-4 page summary report highlighting key findings, concerns, and areas requiring further diligence. Best suited for buyers evaluating a deal post-LOI who want to determine whether deeper diligence is warranted.
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