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Transaction Services

QoE Lite

Focused diligence for smaller add-ons, with the same full transaction coverage.

OFFERING OVERVIEW

A focused diligence package for smaller add-ons, built by the same Big Four-trained team using the same AI-enabled process that scans every transaction rather than a sample. That full coverage confirms completeness, validates revenue, and delivers a directional EBITDA quickly and cost-effectively, without the scope of a full-scope process, with working capital handled under reps and warranties.

Included capabilities

Proof of Cash

We confirm every dollar reported actually hit the bank before we build on it.

Confirms bank activity reconciles to the reported financials, the baseline that validates completeness. Effectively required on every engagement.

Quality of Revenue (QoR)

Revenue restated under ASC 606, so growth numbers mean what they say.

Revenue restated under ASC 606 with revenue-by-customer, MRR/ARR trends, churn and retention, and customer concentration.

Gross Profit Margin

A vendor and payroll review that catches the costs skewing your margin.

Vendor and payroll analysis to confirm gross margin is correctly stated and catch costs that need reclassing.

EBITDA Normalization

We strip out the one-time noise, so you see the earnings you're actually buying.

Diligence adjustments that smooth EBITDA for one-time, non-recurring, and non-business items.

Other Offerings within

Transaction Services

Quality of Earnings (Full-Scope FDD)

The deepest level of diligence we run: 100% transaction coverage, not a sample.

Venture Diligence

Investor-grade diligence that moves at the pace of the round.

Post-Close Support

The team that ran your diligence stays on, so the books match the databook after close.

FinancialPulse (Red-Flags Report)

A fast red-flags read that tells you whether a deal deserves full diligence.

Platform Finance

One team carrying every add-on from diligence through integration to the ongoing close.