We help search funds, independent sponsors, emerging platforms, and lower middle market private equity firms do Quality of earnings (QofE) assessments, and optimize back office functions of businesses they are seeking to acquire.
Key Services For The Buy Side Community To Underwrite & Optimize
Before buying the business, get a QofE assessment from a former Big Four accountant. Pricing depends on annual revenue.
Sub $2.5MM – $5,000 – Sub $5MM – $10,000
Sub $7.5MM – $15,000 – Sub $10MM – $20,000
Once you acquire the business, install a dedicated bookkeeper to keep you up to speed and report on what you just acquired.
$2,000 per month,
per dedicated talent
Once you acquire the business, install a dedicated AP / AR Support function to ensure the business runs on track, and you in the tent.
$2,000 per month,
per dedicated talent
Founded in 2024, by the same team behind The Advisory Investment Bank, and Simple Assistant, we wanted to create a turnkey and affordable solution of the Buy Side Community that needs support pre and post closing of lower middle market businesses.
Our experience as leading lower middle market sell side investment bankers, and managing the top overseas staffing agency has allowed us to offer a bespoke solution to the search fund & independent sponsor community, as well as lower middle market private equity firms as well.
2x Forbes
30 Under 30
2x Inc.
5000 CEO
Axial Top Investment Bank
Key Services For The Buy Side Community To Underwrite & Optimize
Our process is simple, effective, and priced far below a US based Advisory or Accounting firm.
While we work hand in hand with your US based Accounting firm, and have US executives overseeing the work product, the actual work is performed by our talent based overseas.
01
You sign an engagement with us for the service, based on a rate determined by the company’s trailing twelve months annual revenue. We require 50% upfront payment, and 50% before the assessment is delivered.
02
We discuss your goals and key performance information you are looking to better understand through this assessment.
03
You introduce our team to the business owner or business finance executives.
04
The business provides accounting software access, POS software access, raw data, answers to questions, and anything else we need.
05
We provide a detailed Quality Of Earnings (QofE) Assessment based on the last 3 years of business operations and data.
06
After you close your deal, you can bring our team back into the business to quickly cut back office costs with our services, such as Bookkeeping talent, and AP / AR talent.
Quality of earnings (QofE) refers to the assessment of a company’s financial performance, focusing on the sustainability and reliability of reported earnings, often used in due diligence for mergers and acquisitions.
What Is It:
A QofE report is a financial due diligence process that analyzes a company’s financial and operating information to assess the quality of its earnings.
Purpose:
It helps determine if a company’s reported earnings accurately reflect its true earning power and whether those earnings are likely to be sustainable in the future.
Key areas of analysis:
Benefits:
QofE vs. Audit:
While an audit focuses on verifying compliance with accounting standards, a QofE delves into the underlying economic earnings and sustainability of those earnings.
