Buy & Sell-Side Quality of Earnings

Regardless if we are working on the buy side or sell side, our team is dedicated to providing clients with the answers to their critical business questions that enable timely decisions to be made.

A quality of earnings report is a vital step in the due diligence process to assess the impact of the transaction on business performance and generated cash flow. Our professionals are highly experienced and here to help guide you through the entirety of the process.

The due diligence services we offer include:

  • Quality of Earnings and Cash Flow Exposures
  • Quality of Assets and Other Balance Sheet Exposures
  • Working Capital Analysis & Reconciliation
  • Forecast Analysis Compared to Historical Results
  • Stand-Alone Entity and Carve-Out Analysis
  • Sales and Production Backlog Analysis
  • Financial Policies and Procedures Analysis
  • Financial Reporting Systems Assessment
  • Historical Federal Tax Exposures
  • State and Local Tax Exposures
  • Asset, Stock and Other Tax Structure Analysis
  • Advise on Post-acquisition Tax Minimization
  • ASC 740 (FIN 48) Analysis
  • Section 382 Loss Limitation Analysis
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Daniel Boarder

Transaction Advisory Partner

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Duke Deen

Managing Director

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Shaun Buckley

Transaction Advisory Services Managing Director