QoE / Financial DD

Tonnesen Accounting Services provides Quality of Earnings reports for SBA-financed and lower middle market acquisitions, for buyers, searchers, independent sponsors and lenders. More than 600 QoE engagements completed, about 40 a month. $7,500 flat for SBA-sized deals, with larger deals scoped and priced to the work after an initial call. Generally two to four weeks from receipt of documents. Scope includes proof of cash, reconciliation to three years of filed tax returns and IRS transcripts, documented add-backs, customer and working capital analysis, CIM reconciliation, a five-year monthly projection model and a full management Q&A. Reports can be engaged by the buyer or directly by the SBA lender under SOP 50 10 8.1. A sample deck and workbook are free to download on our website, and the team will walk you through the product, process and background on a call before you commit. Based in Fort Myers, Florida, working with buyers and lenders nationwide.

Leading professional services firm providing assurance, tax and advisory services to privately held businesses, global public companies, entrepreneurs, high-net-worth individuals and not-for-profit organizations.

Treewalk is a Vancouver-based accounting firm founded in 2016 that provides transaction advisory, outsourced accounting, and CFO services to companies across North America. Its transaction advisory practice covers pre-LOI deal structuring, post-LOI financial due diligence, quality of earnings reports, working capital peg analysis, and data room preparation. The firm employs more than 75 professionals and focuses its quality of earnings work on deals with target revenue between $1M and $15M.

WebAcquisition provides buy-side due diligence for online and digital business acquisitions, including technical due diligence, Quality of Earnings reports, and P&L reconstruction. The firm explicitly serves individual first-time buyers and portfolio builders acquiring content sites, Amazon FBA businesses, ecommerce stores, and SaaS products. Their founder actively conducts acquisitions, bringing practitioner insight to the diligence process.

Leading independent provider of global financial and risk advisory solutions. Provides due diligence, valuation, fairness opinions, cybersecurity assessments, and compliance services. Ranked #1 for fairness opinions globally for 20+ years.

CapForge is a Carlsbad, California-based accounting firm offering bookkeeping, CPA tax services, and business acquisition due diligence including Quality of Earnings reports. The firm serves small business owners across ecommerce, franchises, and professional services, providing financial analysis to support informed acquisition decisions.

Accounting, tax, and M&A services for entrepreneurs pursuing acquisition (ETA). Provides financial due diligence, quality of earnings analysis, outsourced accounting, fractional CFO support, and business exit planning.

Daneel Dynamics provides Quality of Earnings analysis and comprehensive financial services for M&A transactions. The firm operates as an alternative practice structure with Daneel Dynamics, Inc. handling tax and consulting services and Aurora Assurance Solutions LLP providing attest services. They maintain SOC 2 compliance and emphasize rapid turnaround on financial analysis.

Bedrock QoE provides Quality of Earnings reports built specifically for lower middle market and Main Street acquisitions. Founded by people who have actually bought businesses, the firm delivers institutional-quality diligence with a practical, efficient approach tailored to smaller deals, focusing on earnings quality, cash flow, working capital, and revenue risk.

Fulcra AI is an AI-powered due diligence platform that lets anyone to run institutional quality due diligence. We are focused on post-LOI due diligence. We scan the entire data room and make sure no red flags or risks are missed. The platform ingests data rooms and management calls, then finds risks and gives you questions to ask the seller. Built in conjunction with top M&A advisory firms, Fulcra is built for lower-mid market and SMB buyers.

SRCO Professional Corporation is a Canada-based full-service chartered professional accounting and consulting firm in Richmond Hill, Ontario, founded in 2010 by Sohail Raza, CPA. The firm provides deals advisory services including buy-side and sell-side due diligence, business valuation support, and M&A accounting advisory, serving clients across Canada, the US, and internationally.

LCG Advisors is a full-service transaction advisory and due diligence firm performing over 1,000 engagements annually across financial, technology, and operational diligence. Founded in 2003 and headquartered in Tampa with teams across 30 cities, their Big Four-trained professionals deliver in-depth evaluations of target company financial health, operational risks, and future performance for private equity firms, banks, and institutional debt providers.