Services

Six services. Each answers a different question.

Fixed fees agreed before we start, timelines in business days. You do not need to choose a service to contact us.

Comparison of the six services
Service	What sets it apart	Includes	Does not include	Fee	Timeline	Action
Deal Check Screen	Initial screening before you commit to deeper analysis.	Review of the listing or CIM and seller numbers Headline risks and red flags Rough value and financing cross-check Questions to ask the seller next	Testing to source documents Lender reliance	$2,000	3 days	Buy now
Quality of Earnings Analyze	Detailed examination of sustainable earnings.	Proposed add-backs assessed against available supporting records, with unsupported items and limitations identified Proof of cash and tax return reconciliation Revenue quality, margins, working capital Full Excel databook	A conclusion of value Financing and deal structure analysis	From $8,000	7 days	Get a quote
Valuation Analysis Analyze	A defensible view of value and the assumptions behind it.	Discounted cash flow and market multiples Weighted conclusion and value range Key assumptions explained and tested through sensitivity analysis Excel valuation model	Verification of earnings: we state whose earnings the value rests on	From $4,500	7 days	Get a quote
Transaction Assessment Assess · Flagship	Integrated judgment on the overall acquisition.	A full Quality of Earnings, with databook A full Valuation Analysis, with model Sources and uses, debt service coverage, downside case Conditions and a clear view on price and structure	Support after the report through closing (Deal Partner) Legal or tax advice	From $10,000	12 days	Get a quote
Deal Second Opinion Assess	Review of existing work and unresolved concerns.	Review of your model, QoE, valuation or LOI Gaps, weak assumptions, open questions A written memo and a call	Redoing the work from source documents	$4,500	3 days	Buy now
Deal Partner Execute	Ongoing senior support through the transaction.	A senior advisor from LOI to closing Diligence planning, lender and broker calls Business points in the purchase agreement	Legal drafting or legal advice Acting as your broker	Quoted	To closing	Discuss your deal

Selected seller engagements. Our primary focus is independent business buyers. We also undertake selected seller-side earnings, valuation and second-opinion engagements. We represent one party in a transaction, never both.

Timelines are typical business days after receipt of complete information and confirmation of scope. Complexity or missing information may affect delivery. “From” fees apply to acquisitions under $1M with no complexity adjusters; your quote states the exact fee.

How the services fit together

Where they overlap, and how to combine them without paying twice.

The overlap that matters most

Transaction Assessment includes a full QoE and a full Valuation.

You receive the same Quality of Earnings report and databook, and the same Valuation Analysis and model, as if you bought them separately. The Assessment then adds financing, debt service, the downside case and a clear view on price, structure and conditions. If you already bought a QoE or Valuation from us, its fee is credited.

Choosing between them

Choose a focused service for a specific question. Choose Transaction Assessment when you need to understand how the findings fit together.

A QoE examines the quality and sustainability of earnings. A Valuation helps you assess a proposed price and its assumptions. When you need to know whether the whole deal works with your financing, the Assessment costs less than buying the parts and adding the analysis that connects them.

Common combinations

Deal Check, then anything

The Deal Check fee is credited toward a larger engagement signed within 30 days.

QoE + Valuation

An earnings assessment and a defensible view of value, built on the same financial evidence.

QoE or Valuation, then the Assessment

Start with one part; the fee paid is credited if you move to the full Assessment.

Second Opinion on a third-party QoE

When you already have a report and something in it does not sit right.

Any service + Deal Partner

Keep the same senior advisor from findings through closing.

Still unsure?

Three questions point you to a starting place.

Or skip this. Choose “Help me choose” in the quote form and we will recommend a service with your quote.

1 · Where are you in the deal?

2 · What do you need most?

3 · Is a lender involved?

A good starting place

Quality of Earnings

An assessment of sustainable earnings, with supporting evidence, adjustments and limitations explained.

Get a quote Discuss your deal

About Quality of Earnings