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Insights for buying, selling and running a business
Short, practical reads from a CPA-led Quality of Earnings and accounting team. Due diligence, deal financing, tax, and life after close.
- 350+QoE reviews completed
- $1B+in combined transaction value
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Buying a Business · QoE & Due Diligence
How much due diligence costs when buying a small business: typical ranges for the QoE, legal…
Buying a Business · QoE & Due Diligence
How to choose the best quality of earnings provider for a $3M to $5M business purchase:…
Running a Business
Planning to convert QuickBooks Desktop to Online? Here's what to clean up first, what doesn't carry…
Buying a Business · QoE & Due Diligence · Running a Business
SBA now requires a QoE on 7(a) acquisitions of $3M+. Learn what the report must include,…
Buying a Business · Running a Business
David Lertola, who bought REK Marketing and Design with his partner Tom, on growing a business…
Buying a Business · Running a Business
How to find a business to buy in 2026: define your buy box, work brokers, run…
Buying a Business · QoE & Due Diligence · Running a Business
Learn how to read a CIM like a pro: what each section should tell you, how…
Running a Business
Profitable on paper but leaning on your line of credit? Learn how a monthly WIP report…
Buying a Business · Running a Business
SBA 7(a) financing has made business ownership accessible to thousands of acquisition entrepreneurs. It can provide…
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Tools for your next deal
Due Diligence Checklist
The key financial items to request and review before you buy, so problems surface before closing, not after.
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Net Working Capital Calculator
Estimate working capital before you sign an LOI: DSO, DPO, DIO, cash conversion cycle and an NWC estimate.
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