Legacy Business Plans | Quality of Earnings Reports (Buy-Side)

Quality of Earnings Reports (Buy-Side)

CPA-prepared Quality of Earnings Report

Quality of Earnings Reports for SBA Business Acquisitions

Get a CPA-prepared Quality of Earnings Report before you close. Legacy Business Plans delivers independent earnings analysis for SBA buyers, self-funded searchers, and first-time acquirers with flat-rate pricing and fast turnarounds.

 

Before you sign on a business, you need to know the numbers are real.

 

Our Quality of Earnings Reports give buyers an independent, CPA-prepared analysis of the seller’s historical financials so you know exactly what you’re buying, what the business actually earns, and whether those numbers will hold up when your lender takes a close look.

 

Every report is prepared by a licensed CPA with M&A experience. You receive a credentialed, written deliverable, not a spreadsheet summary or a generic advisory memo.

Business Plan Writers

What This Service Includes

  • EBITDA normalization and earnings bridge
  • Revenue trend, mix, and consistency analysis
  • Owner add-backs and discretionary expense review
  • Seller discretionary earnings (SDE) schedule
  • Gross margin and profitability analysis by segment
  • One-time and non-recurring item identification
  • Customer and revenue concentration analysis
  • Working capital trend observations
  • Written report delivered in PDF ready for lender, broker, or attorney Report depth and timeline scale with deal size.
Legacy Business Plans|Quality of Earnings Reports (Buy-Side)
Business Plan Writers

Built for SBA Buyers

SBA lenders require more than projections. They need to see that your numbers are grounded in reality.

 

A Quality of Earnings Report strengthens your loan package by independently validating the seller’s financials before they are used in projections.

 

When combined with an SBA business plan, both documents are aligned to present a consistent and credible financial story.

Disclosure

Quality of Earnings Reports are prepared as agreed-upon procedures engagements.

 

They are not audits, reviews, or compilations, and no assurance opinion is issued.

 

All findings are based on information provided and are intended for the specific acquisition.

Get Started

Contact us today to get started with your Quality of Earnings Report.