™Diligence shouldn’t be the first time your numbers get stress-tested.
Call it pre-diligence: our QoE Readiness Assessment views your financials through a buyer’s lens now, so the surprises get fixed on your timeline, not discovered on theirs.
Pre-diligence, not diligence. We’re not your buyer’s diligence team, and we’re not your CPA’s formal QoE. We’re the dry run in between — doing today, on your terms, the digging a buyer’s team will do later on theirs.
Why it matters
A meaningful share of deals that reach a letter of intent still fall apart, and diligence is where value quietly leaks. Issues a buyer finds become discounts, re-trades, and earnouts. Issues you find first — in pre-diligence — become fixable.
What we assess
- Adjusted EBITDA and add-back defensibility
- Revenue quality, cut-off, and recognition
- Customer and margin concentration
- Working-capital trends
- Readiness of your data room and reporting
Key risk factors we evaluate
Too much revenue riding on too few relationships reads as fragility, not strength, to a buyer.
Value that walks out the door with you (or one employee) discounts the price a buyer will pay.
One-time, lumpy, or loosely documented revenue invites re-trades once a buyer’s team starts asking questions.
Unpredictable cash conversion raises doubts about the business’s true, sustainable earning power.
How it fits
This complements, never competes with, your CPA’s and transaction advisors’ work. We prepare you to be diligence-ready. Your credentialed partners execute the formal QoE and the transaction.