Buy Side QoE
See What’s Behind the Numbers—Before You Buy.
Why Buy-Side Due Diligence Matters
- Avoid Overpaying: Get a true, data-backed valuation to ensure you pay the right price.
- Negotiate from Strength: Use financial insights to structure a favorable deal.
- Prevent Costly Surprises: Identify potential risks before they become post-acquisition problems.
- Ensure a Smooth Integration: Understand the target’s financial and operational landscape for a seamless transition.
Why Our Due Diligence Services Stand Out
- Experienced Analysts: Led by former Big Four and investment banking professionals.
- Secure & Confidential: We use encrypted file storage and a dedicated server for all data sharing.
- Fast Turnaround, No Compromise: Get comprehensive reports within tight timelines.
- Bespoke Insights: Every engagement is tailored—no cookie-cutter templates.
- Tech-Enabled Process: Our in-house developers streamline data extraction and reporting using custom-built tools.
Our Process
For Buyers – Buyer-Side Quality of Earnings
We help you validate the financial reality of the business before you invest. Our process uncovers hidden risks, inflated earnings, and working capital issues — so you can make an informed decision.
Kickoff & Scoping Call
Align on deal structure, areas of concern, and scope based on the LOI and industry.
Document Request & Data Collection
We send a tailored data request list (typically last 2-3 years of financials, GL, bank statements, tax returns, customer/vendor breakdowns).
Draft Report and Working
Normalize the income statement and balance sheet to reflect the true earning potential of the business.
Preliminary Findings Discussion
Share early insights and red flags via a walkthrough before final report.
Final Report Delivery
Deliver a detailed workbook + executive summary PDF outlining key findings, red flags, and value-impacting adjustments.
Post-Delivery Support
We remain available for calls with your legal team, investors, and internal stakeholders.
Buy-Side QoE Packages:
Feature
Basic
Silver
Platinum
Ideal For
Pre-LOI analysis and early-stage screening
Buyers who have executed an LOI and need a detailed financial review
Buyers seeking a deep dive into the financials with thorough validation
Review Level
Medium-level review
In-depth review of financials
Comprehensive, forensic-level analysis
Deliverable
Excel workbook with summarized findings and key insights
Detailed PDF report with executive summary and analyses
Comprehensive PDF report with deep financial insights and schedules
Timeline
2–3 weeks
3–4 weeks
4–5 weeks
Scope of Work
- Account validation
- Review of add-backs
- Working capital analysis
- Revenue, COGS, and operating expenses review
- Executive summary
- Recast P&L
- Recast Balance Sheet
- Working capital review
- AP & AR review
- Key findings
- Financial analysis
- All items from Silver package, plus:
- Cash vs. books analysis
- Capex review
- Inventory deep dive
- Detailed revenue & COGS analysis
- Tax return cross-checks
- Deeper financial insight with more data granularity
Period Coverage
Last 24 months
Last 2 years + TTM
Last 2 years + TTM
Ideal to Share Results With
Internal finance team or strategic advisors
PE/VC investors, lenders, board members
Legal counsel, tax advisors, lenders, PE/VC investors
Communication
Ongoing updates throughout engagement
Ongoing updates throughout engagement
Dedicated point of contact, with progress calls and updates
Support
Email or phone support with unlimited access until delivery
Email or phone support with unlimited access until delivery
Full client concierge support with post-delivery follow-ups
Fee
Starting from $2,500
Starting from $7,500
Starting from $10,000
Why Our Due Diligence Services Stand Out
- Experienced Analysts: Led by former Big Four and investment banking professionals.
- Secure & Confidential: We use encrypted file storage and a dedicated server for all data sharing.
- Fast Turnaround, No Compromise: Get comprehensive reports within tight timelines.
- Bespoke Insights: Every engagement is tailored—no cookie-cutter templates.
- Tech-Enabled Process: Our in-house developers streamline data extraction and reporting using custom-built tools.
Looking to Buy a Healthcare Business?
We’ve Got the Right Partner.
Together, we provide end-to-end support for healthcare buyers—from deal sourcing to post-close integration.
Acquiring a healthcare business requires more than just financial due diligence. From regulatory compliance to payer contracts, you need an expert who understands the unique challenges of the healthcare space. That’s why we’ve partnered with MA Healthcare Advisors—a boutique M&A advisory firm specializing exclusively in healthcare transactions.
Our Services Include:
- Target Search & Screening: Find qualified healthcare businesses aligned with your investment goals.
- Industry-Specific Due Diligence: Deep-dive into compliance, licensing, billing systems, and revenue cycle management.
- Deal Structuring & Valuation: LOI strategy, purchase price allocation, and fair market valuation.
- Regulatory & Licensing Review: Navigate licensure transfers, provider numbers, and operational compliance.
- Post-Acquisition Transition Support: Ensure smooth ownership change and clinical continuity.
Healthcare Segments Covered:
- Medical and Dental Practices
- Behavioral Health & Substance Abuse Facilities
- Urgent Care & Ambulatory Surgery Centers
- Home Health & Hospice Agencies
- Physical Therapy & Rehab Clinics
- Diagnostics, Imaging, and DME Providers
Businesses We've Helped Succeed
We’ve partnered with founders, operators, and investors to provide finance, accounting, and strategic support at every stage of growth.
What Our Clients say about our services
“Working with the team from last 3 years. Highly reliable and resulted oriented. Feel free to ask for recommendation.”
Marcus Heal
Pan Solar
CFO Services
“Saddam is knowledgeable and great person to work with.”
Vincent Lauer
Edition Colibri
Financial Analyst for Acquisition Modeliing - Amazon FBA Business
“I wanted to share my experience working with Allied Consultants. They did a good job managing our bookkeeping needs and were always prompt in responding to our requests. They were reliable and handled tasks efficiently, ensuring that our financial records were accurate and up to date. Whenever we had customs or needed assistance, they were quick to help out, which was appreciated. Great contributions to the team and definitely wishing them all the best.”
Wassef Bensaid
PLUXY ZURA+
Bookkeeper with E-commerce expertise
“Saddam has been a fantastic addition to our team. He is been incredibly cooperative, is an engaged team player, and strives to deliver to expense expectations. We will be hiring back Saddam right away (we’re just switching up our contract terms for our long term working relationship).”
Anette Perry
VIVA AUTOMATED
Monthly Bookkeeper for Xero
Case Studies
Case Study: FP&A & M&A Support for a Global Renewable Energy Group
Case Study: Maximizing Business Valuation for CBC, a Healthcare Provider in California
