Services and pricing
From a three-day cash proof to a formal Quality of Earnings report, each engagement answers a specific question. Pick the one that matches yours. Patrick is your first point of contact on every engagement and reviews every deliverable, supported by a team of diligence professionals, including Big 4 alumni.
Cash Proof credits in full toward Validation, Lite QofE, or Full QofE if you engage within 30 days. Pre-QofE (and Validation, if completed) credits in full toward Full QofE within 30 days.
A fast read on potential deal-breakers before you go deeper.
Two to four hours with management plus a review of monthly financials for two fiscal years and the current LTM period. We look at margin and EBITDA trends, likely adjustments, working capital, and debt-like items, then tell you whether deeper diligence is worth it.
Proves the earnings and revenue story after a Pre-QofE.
Picks up where our Pre-QofE left off: proof of cash, EBITDA adjustment testing, revenue and customer testing, and net working capital analysis. Available as a follow-on to a Pre-QofE completed by The QofE Guy.
Pre-QofE and Validation in one engagement, priced below running both.
Every Pre-QofE and Validation procedure, delivered as one databook instead of two engagements. The right starting point when you already know you want both the red-flags read and the validation work.
Checks reported revenue and expenses against actual bank activity.
Bank deposits compared to reported revenue, and disbursements compared to recorded expenses. Base scope is one entity, up to three bank accounts, and two fiscal years plus the current LTM period.
A formal report built to support valuation, financing, and closing.
Adjusted EBITDA with a full bridge from reported results, proof of cash across all accounts, normalized net working capital, debt and debt-like items, and tie-outs to the general ledger and tax returns. Includes an independent technical review by an advisor with Big 4 M&A due diligence experience.
Senior-level help on specific questions, billed hourly.
Financial cleanup before diligence, working capital schedules and post-close true-ups, the financial sections of the purchase agreement, earnout definitions, purchase price allocation, and post-close support.
As a general guide, Pre-QofE, Validation, Lite QofE, and Cash Proof suit transactions under roughly $10M in revenue. Full QofE fits larger or more complex deals, or any deal where a lender, investor, or investment committee needs a formal report.
Prices reflect standard scope. Final scope, pricing, and terms are set in a signed engagement letter. These engagements are not an audit, review, or compilation and are not designed to detect fraud.
New to Quality of Earnings? Start with our plain-English QofE guide.
Tell us about the deal and we’ll recommend a scope that makes sense.