QoE / Financial DD

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.

Bookkeeping, payroll, and tax services for small businesses nationwide. Offers comprehensive Business Owners Package with quality accounting services. Additional office in Portsmouth, NH.

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.

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.

Cayne Crossing is a transaction advisory firm specializing in buy-side financial due diligence for small business M&A. The team provides quality of earnings analysis across a wide range of industries for PE firms, corporations, and individuals, with particular expertise in partnering with searchers and search funds by performing financial diligence to mitigate deal risk and providing ongoing financial strategy support post-acquisition.

Centurica provides due diligence and Quality of Earnings services for SMB and digital acquisitions, founded in 2013 and headquartered in Missoula, MT. The company has reviewed thousands of businesses across search funds, blue-collar service companies, private equity, ecommerce, and SaaS, serving deals from $500K to $50M. Acquired by entrepreneur Nate Ginsburg in 2022.

Credex Advisors is a licensed CPA firm that provides technology-powered financial due diligence services for business buyers across the M&A market. The firm leverages proprietary technology to deliver mission-critical due diligence procedures at a significantly lower cost and faster turnaround than traditional options, making comprehensive financial analysis accessible for deals of any size. Their risk-based approach combines expert CPA analysis with decades of experience to help buyers navigate the financial complexity of acquisitions with confidence and precision.

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.

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.

Forward Firm (formerly Petracca Group) is a boutique M&A consulting practice founded by Mitch Petracca, CPA, a former PwC auditor who has led financial due diligence work on over 100 M&A transactions. The firm specializes in Quality of Earnings reports, financial due diligence, valuations, and transaction advisory for private equity firms, independent sponsors, ETA searchers, and venture capitalists.

Frak Finance provides fractional CFO services for SMBs and specializes in buy-side due diligence for business acquisitions. Their buy-side services include Quality of Earnings (QoE) reports, valuation analysis, financial forecasting, and industry analysis to help buyers evaluate potential acquisitions and make informed purchasing decisions.

Guardian Due Diligence specializes in Quality of Earnings (QoE) reports for small-to-medium business and Entrepreneurship Through Acquisition (ETA) buyers. They provide financial due diligence services for buyers who have signed a letter of intent, offering comprehensive analysis to verify the financial health and earnings accuracy of target companies. Guardian also offers educational resources, pre-LOI programs, and specialized courses to support buyers throughout the acquisition process.