Gain Clarity. Reduce Risk. Close Confidently.

Whether you’re acquiring a business or preparing to sell one, our Due Diligence and Quality of Earnings (QoE) services provide clear, accurate, and investor-ready financial insights. We help buyers validate performance and uncover potential red flags, and help sellers prepare for transactions with confidence.

Our reports go beyond the surface to provide objective, detailed analysis that supports smarter decisions and smoother deal processes.

Buy-Side Financial Due Diligence

We conduct a deep dive into the target company’s financials to validate performance, assess risk, and verify the sustainability of earnings. This helps buyers identify deal-breakers, hidden liabilities, and validate valuation assumptions.

Sell-Side Due Diligence

Anticipate buyer concerns with a proactive financial review. We prepare your business for scrutiny by addressing potential red flags in advance, increasing trust, reducing delays, and supporting a higher valuation.

Quality of Earnings (QoE) Reports

We distinguish between recurring vs. non-recurring revenues and expenses, perform adjusted EBITDA analysis, and review normalized working capital, giving buyers and investors a true understanding of a company’s earnings power.

Our QoE & Due Diligence Reports Cover

Working Capital & Net Debt Analysis

Ensure accurate understanding of liquidity, debt obligations, and deal adjustments.

Revenue Recognition & Cost Structure Review

Evaluate consistency and accuracy in how revenue and costs are recorded.

Cash Flow Analysis & Forecast Validation

Assess historical cash generation and future expectations to validate financial health.

Review of Key Contracts, AR/AP Aging & Liabilities

Identify off-balance sheet risks, customer concentration, payment issues, and more.

Risk Identification & Red Flag Reporting

We spotlight anomalies, inconsistencies, and operational risks that may impact valuation or deal terms.

Bridge from Reported to Adjusted EBITDA

A clear reconciliation that highlights normalization adjustments and gives stakeholders an apples-to-apples comparison.

What they Say?

Testimonials

As a founder preparing for Series B funding, we wanted to present a clean financial narrative. The sell-side due diligence they provided not only saved time during investor calls but also built immediate trust. Highly recommended.
Gertrude Clary
Gertrude ClaryExactly what our investors needed to see.
We’ve worked with several due diligence providers over the years, and this team ranks among the best. Their red flag summary, EBITDA bridge, and working capital analysis were spot-on. Will use them again in future deals.
Scott Buckley
Scott BuckleyProfessional, responsive, and sharp.
We were in the process of acquiring a mid-sized SaaS company and needed a clear financial picture fast. The CPA Outsourcing Services team delivered a thorough Quality of Earnings report that flagged issues we didn’t even know existed. It helped us negotiate better terms and avoid post deal surprises.
Chris Martin
Chris MartinTheir QoE report gave us the confidence to move forward.