Know if a deal deserves an LOI — in 48 hours.
A full quality-of-earnings engagement costs $15–30K and only makes sense after you're under LOI. Before that, you're trusting the seller's own numbers. We screen them first — evidence-cited, fast, and built for the messy books main-street businesses actually keep.
Illustrative. Every number in a real packet links to the source transaction or document it came from.
Numbers that trace
01 · SDE & verificationA normalized P&L and a line-by-line SDE with every add-back categorized and tied to a document. Revenue cross-checked across tax returns, bank deposits, and POS — discrepancies flagged, not smoothed over.
What walks out the door
02 · TransferabilityA structured read on owner-dependency: customer relationships, licenses, key employees, supplier terms, and lease. The risk that kills SMB deals after close, and the one no CIM quantifies.
A clear call
03 · Go / no-goOne page: the three biggest risks, the questions to put to the seller before you sign, and what a full QoE should dig into if you proceed. Plus a 30-minute walkthrough.
A screen, not a quality-of-earnings opinion.
This is the fast, cheap look that tells you whether a deal is worth an LOI and a real QoE budget — not a replacement for either. Clear about what it is keeps it honest, and keeps it useful.
- not a QoE report, audit, or compilation under AICPA standards
- not an opinion on value or whether to close
- not legal, tax, or investment advice
- not for third-party or lender reliance — it's your internal screen
Send the CIM you're least sure about.
48-hour turnaround from complete documents. If we can't produce a usable screen, you don't pay.