Quality of Earnings Analysis in Los Angeles

Independent QoE analysis for buy-side and sell-side M&A transactions — delivering accurate normalized EBITDA, working capital benchmarks, and deal-critical financial insights for private company transactions across Southern California.

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What Is a Quality of Earnings Analysis?

A Quality of Earnings (QoE) report is an independent financial analysis of a target company's historical earnings that goes well beyond what a standard audit or financial statement review provides. It answers the question every deal participant needs answered before signing: Is the EBITDA we're pricing off of real, recurring, and representative of the business going forward?

A well-executed QoE identifies adjustments — both up and down — to reported earnings, flags non-recurring items, examines revenue recognition practices, evaluates working capital trends, and surfaces financial risks that could affect deal pricing, structure, or terms. It is the primary tool buyers use to validate management's representations and the primary tool sellers use to present earnings credibly to the market.

Our QoE professionals bring both financial diligence experience and valuation expertise to each engagement — a combination that allows us to connect earnings quality directly to enterprise value implications.

QoE Deliverables
  • 📋 Normalized EBITDA bridge and waterfall
  • 📈 Revenue and gross margin trend analysis
  • 🔄 Working capital target and peg analysis
  • 📉 Non-recurring item identification and sizing
  • 💰 Cash conversion and CapEx analysis
  • ⚠️ Financial risk and red flag summary
  • 🗂️ Management information assessment

Buy-Side and Sell-Side QoE

Buy-Side QoE

A buy-side QoE is commissioned by the acquirer to independently verify the target's earnings and financial condition before committing to a purchase price. Our buy-side engagements are designed to identify adjustments to EBITDA that affect pricing, surface risks that affect deal structure, and provide the buyer with a clear-eyed view of what they are actually acquiring.

What we focus on:

  • Normalization of EBITDA for owner compensation, related-party transactions, and one-time items
  • Revenue recognition review — timing, concentration, contract terms
  • Customer concentration and churn analysis
  • Gross margin bridge across periods
  • Working capital trend analysis and normalized peg
  • Net debt and debt-like items identification
  • CapEx characterization (maintenance vs. growth)
  • Key accounting policy review

Sell-Side / Vendor QoE

A sell-side QoE (also called a vendor QoE) is prepared on behalf of the seller prior to going to market. It anticipates buyer diligence questions, presents EBITDA adjustments in a defensible and well-documented format, and significantly streamlines the buyer's diligence process — reducing deal timeline, improving buyer confidence, and supporting the seller's price expectations.

Benefits of a vendor QoE:

  • Proactively identifies and documents all legitimate add-backs
  • Reduces surprises during buyer diligence that can erode price
  • Accelerates deal timeline by reducing back-and-forth on financials
  • Signals operational maturity and transparency to buyers
  • Provides a credible, third-party basis for EBITDA claims in the CIM
  • Positions seller favorably in a competitive auction process

Key Components of Our QoE Analysis

EBITDA Normalization

The core of any QoE is the EBITDA bridge — a clear, line-by-line reconciliation from reported earnings to adjusted EBITDA. We identify and quantify every adjustment category:

  • Owner compensation in excess of market
  • Related-party rent and service arrangements
  • Non-recurring revenues and costs
  • Litigation and settlement costs
  • COVID-era adjustments and government relief
  • One-time professional fees (M&A, legal, restructuring)
  • Pro-forma adjustments for completed initiatives

Revenue Quality Analysis

Not all revenue is equal. We assess the sustainability, predictability, and quality of the revenue base:

  • Recurring vs. non-recurring revenue breakdown
  • Revenue recognition policy review
  • Customer concentration (top 5, top 10 analysis)
  • Contract terms, renewal rates, and backlog
  • Deferred revenue and advance billing review
  • Organic vs. acquisition-driven growth
  • Seasonality and cyclicality patterns

Working Capital Analysis

Working capital is one of the most negotiated elements of any deal. Our working capital analysis establishes a defensible normalized peg and flags any trends or anomalies that may affect the closing statement:

  • 12-month trailing working capital trend
  • Normalized working capital peg recommendation
  • AR aging and collectability review
  • Inventory valuation and obsolescence
  • AP and accrued liability completeness
  • Seasonality adjustments
  • Cash vs. accrual conversion analysis

Net Debt & Debt-Like Items

The definition of net debt can significantly affect closing proceeds. We perform a comprehensive review of balance sheet items that buyers typically characterize as debt-like:

  • Funded debt and capital lease obligations
  • Deferred revenue in excess of normalized levels
  • Unfunded pension and post-retirement obligations
  • Environmental and contingent liabilities
  • Earn-out and deferred consideration obligations
  • Off-balance-sheet commitments

CapEx & Cash Flow

Understanding the true cash generation of the business requires a clear picture of capital expenditure requirements and working capital consumption:

  • Maintenance vs. growth CapEx classification
  • Deferred maintenance and investment gaps
  • PP&E age and condition assessment
  • Free cash flow conversion analysis
  • Cash earnings vs. GAAP earnings reconciliation

Financial Risk & Red Flags

Beyond the numbers, our QoE team evaluates qualitative and structural risks that could affect deal execution or post-close performance:

  • Key person dependencies
  • Management information system quality
  • Accounting policy changes and restatements
  • Tax compliance and contingent tax liabilities
  • Related-party transaction review
  • Integration and transition cost estimates

Who We Serve

🏢

Private Equity Buyers

Platform acquisitions and add-on targets requiring rigorous, time-sensitive financial diligence that integrates with broader deal execution.

🤝

Strategic Acquirers

Corporate development teams evaluating targets where independent financial diligence provides an objective check on management projections.

👤

Owner-Operators Selling

Business owners preparing for a sale who want to present their earnings story credibly and get ahead of buyer diligence questions.

⚖️

Lenders & Debt Investors

Senior lenders and credit investors requiring independent verification of borrower earnings quality in connection with acquisition financing.

Start Your QoE Engagement

We deliver focused, actionable QoE reports on deal timelines. Contact us to discuss scope and availability.

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