Maximize Value. Minimize Surprises.
Sell-side Quality of Earnings (QoE) reports that uncover your true earning power—and give buyers confidence from day one.
Backed by Big 4-trained finance professionals
Why Sell-Side Due Diligence Matters
- Stronger Negotiation Position: Present a transparent, well-prepared financial profile to justify your asking price.
- Fewer Surprises, Smoother Deal Process: Minimize buyer skepticism and reduce price chipping risks.
- Faster Due Diligence Process: Well-prepared sellers move through buyer diligence more quickly.
- Higher Deal Success RateReduce the risk of deal failure by addressing potential red flags upfront.
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.
Steps in Sell-Side Quality of Earnings
Our Sell-Side QoE is designed to help founders get deal-ready, defend their valuation, and accelerate diligence by buyers and investors.
Kickoff Meeting & Objectives
Data Collection & Preliminary Review
Optional add-on service: we clean your books and reconcile accounts to improve reporting quality.
EBITDA Normalization & Add-Back Analysis
Build Data Room Financial Folder
Draft Report & Review
Final QoE Report + Workbook
M&A Advisor & Legal Coordination [Incase of Healthcare]
Sell Side QoE Packages:
Feature
Silver
Platinum
Review Level
In-depth review of historical financials
In-depth financial review + Data Room & Buyer Q&A Support
Deliverable
Detailed Workbook + Executive Summary
Comprehensive PDF report with deep financial insights and schedules
Data Room Preparation
3–4 weeks
4–5 weeks
Secured Data Room Access
Not Included
Included
Buyer Q&A Support
Not included
Post-report support to address buyer financial queries
Add-back Analysis
Standard add-back identification
Comprehensive add-back modeling with commentary
Normalization Adjustments
Revenue & EBITDA
Revenue, EBITDA, Working Capital & One-time Adjustments
Work Samples
Request Sample
Request Sample
Books Cleaning
Separately charged
Separately charged
Business Valuation
Not included
Free Consultation
Timeline
3–4 weeks
4–5 weeks
Scope of Work
Click here to request
Click here to request
Period Coverage
Last 2 years, YTD + TTM
Last 2 years, YTD + TTM
Communication
Weekly updates via email or Slack
Dedicated point of contact + progress calls
Fee
Starting from $10,000
Starting from $15,000
Meet Our Partner: MA Healthcare Advisors
With decades of combined healthcare M&A experience, MA Healthcare Advisors has helped numerous physicians and practice owners successfully exit their businesses through strategic sales, private equity investments, and recapitalizations. They bring deep knowledge of:
- Healthcare regulations & compliance
- Physician group and provider group dynamics
- Reimbursement & payer mix models
- Licensing and provider credentialing
- Valuation trends in healthcare services
Our Combined Services Include:
Financial Preparation & Sell-Side Readiness
- Clean and organize historical financials
- Add-back normalization and EBITDA analysis
- Sell-side Quality of Earnings (QoE) report
- Support during buyer due diligence
- Post-sale transition support
Strategic Sell-Side Representation
- Business valuation and market positioning
- Access to a network of pre-qualified healthcare buyers
- Deal negotiation and term sheet management
- Licensing, compliance, and legal coordination
Ideal for:
- Medical & Dental Practices
- Behavioral Health Clinics
- Urgent Care & Surgical Centers
- Home Health & Hospice
- Physical Therapy & Rehab Providers
- DME, Imaging, and Diagnostic Services
Schedule a free discovery call today to explore your exit strategy and see how we can partner with MA Healthcare Advisors to get you the best outcome.
Sell–Side Financial Due Dilligence | FAQs
What is seller-side due diligence?
Seller-side due diligence is a preemptive evaluation of your business to identify and address any issues before a buyer conducts their own review. It helps streamline the sales process and build buyer confidence.
Why is seller-side due diligence important?
It minimizes surprises during the transaction, reduces negotiation time, and ensures that your business is presented in the best possible light to potential buyers.
We have audited accounts, so won’t sell-side financial due diligence be duplicative?
Often, sellers do not see the need for sell-side due diligence as they have audited financial statements, and as such consider the financial records of the business to be “clean”. Audited financials do not reflect “deal financials.” It is the deal financials upon which buyers base their valuation. Buyer due diligence cleanses the financials for out-of-period costs, non-cash items, and illustrates pro-forma considerations to maximize value for the buyer and provide a rationale for a reduction of purchase price. Indeed, if a seller merely shares GAAP basis financial information with a buyer, the seller is likely to experience a significant loss of value.
What financial documents are needed?
- Monthly P&L, Balance sheet with General Ledger
- Tax returns.
- Bank statements and credit card statements with reconciliation
- Forecasts and budgets, if available
- A detailed list of information and documents required shall be shared through a query sheet once the engagement letter is signed.
How long does the due diligence process take?
Typically, it takes 3–6 weeks, depending on the complexity of your business and the scope of the review.
What if books are not reconciled and contain errors?Is book cleaning included in the package?
Low-level/Lite cleaning and reconciliation shall be included in the package. However, books, that required extensive cleaning and reconciliation shall be charged separately at competitive pricing.
What are the key steps in seller-side due diligence?
- Gathering financial, operational, and legal documents.
- Conducting internal reviews and audits.
- Addressing red flags and preparing a data room for potential buyers.
Businesses that trust us for M&F Advisory Services
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.
Let’s talk about what your business is worth.
Schedule a discovery call today to see how we can help you value your business — the right way.
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
“Saddam is knowledgeable and great person to work with.”
Vincent Lauer
“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
“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
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
