Professional Quality of Earnings (QoE) reports prepared to help buyers, lenders, and investors evaluate the true financial performance of a business before acquisition. Our buy-side due diligence helps identify financial risks, normalize earnings, and support confident acquisition decisions.
Verification of recurring earnings capacity through meticulous add-back analysis.
Historical revenue trend validation and assessment of revenue quality.
Seller’s Discretionary Earnings verification for lower middle market transactions.
Detailed assessment of gross and operating margin stability by product line.
Evaluate customer concentration risk and the potential impact of key customer dependencies on future earnings.
Analyze historical working capital requirements to support purchase price negotiations and post-closing liquidity planning.
Identify one-time or unusual expenses and revenue items to determine normalized earnings.
Deliver professionally organized reports that support SBA lenders, investors, and acquisition advisors during due diligence.
Professional quality of earnings reports designed to support business acquisitions, SBA financing, and informed investment decisions.
Analyze historical financial statements to identify trends, risks, and earnings quality.
Adjust financial results for non-recurring items and owner-specific expenses to determine sustainable EBITDA.
Deliver a clear, organized Quality of Earnings report that supports financing, negotiations, and acquisition decisions.
Our Quality of Earnings process is designed to validate the financial health of a business before an acquisition. We analyze historical financial information, identify potential risks, and present normalized earnings to help buyers make informed decisions.
We evaluate revenue quality, operating expenses, EBITDA adjustments, working capital, and historical financial trends to determine the business’s normalized earning power.
Our Quality of Earnings reports provide buyers, lenders, attorneys, and financial advisors with the information needed to make informed acquisition decisions and streamline due diligence.
We analyze historical revenue to verify consistency, identify unusual trends, and confirm that reported sales accurately reflect business performance.
We review operating expenses, owner add-backs, and non-recurring costs to determine normalized earnings and identify items that could impact valuation.
Legacy Business Plans provides professional financial due diligence services based on agreed-upon procedures. These services do not constitute an audit or review conducted under Generally Accepted Auditing Standards (GAAS) or Generally Accepted Accounting Principles (GAAP). Our reports are prepared independently, remain confidential, and are intended solely for the use of the client and their authorized advisors or financing partners.
Entrepreneurs acquiring businesses with SBA 7(a) financing who require independent financial due diligence.
Investment professionals performing financial due diligence before acquiring or investing in privately held businesses.
Searchers evaluating acquisition targets who require independent financial validation before completing a transaction.
Businesses pursuing acquisitions that require independent analysis of financial performance, earnings quality, and transaction risk.
A Quality of Earnings (QoE) Report is an independent financial due diligence report that evaluates the sustainability of a company’s earnings, identifies unusual or non-recurring items, and helps buyers understand the true financial performance of the business before acquisition.
No. A Quality of Earnings Report is not an audit. It is an agreed-upon financial due diligence engagement and does not provide an audit opinion or assurance.
No. A Quality of Earnings Report is not an audit. It is an agreed-upon financial due diligence engagement and does not provide an audit opinion or assurance.
Professional Quality of Earnings reports designed to support business acquisitions, SBA financing, investor due diligence, and informed transaction decisions.
