What is inside
- Prep Checklist (46 items). What a quality of earnings provider asks for, why they ask, and a status and owner for each.
- Adjustments register. List add-backs and deductions, tag them, mark which are documented, and see adjusted, diligence-ready and at-risk earnings, plus value at risk at your multiple.
- Working Capital template. Twelve months of balances and the average net working capital buyers use for the peg.
- Proof of Cash. Reported revenue against bank deposits by month, with automatic flags.
Who it is for
Owners planning a sale in the next 1 to 3 years
Fix gaps while there is still time to fix them.
Owners who have received an offer or a request for a QoE
Prepare answers before the reviewer arrives.
Bookkeepers and controllers
A structured way to support the owner's adjustments.
Questions
Is this a quality of earnings report?
No. A real QoE is performed by a qualified accountant. This workbook helps you prepare for one.
Want an expert to look at your numbers?
See the Capital Snapshot or book a call.
Pair it with
The free Seller Due Diligence Checklist, the Data Room Index Kit and the Seller's Toolkit.
How do I receive it?
Right after payment you are taken to a download page. Stripe also emails a receipt.
Educational tool
Not legal, tax or accounting advice. Ask your accountant and lawyer to review your use of it.