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Quality of Earnings (QoE) Explained: What It Is and Why Sellers Need One

A complete guide to Quality of Earnings reports — what they are, what they cover, how much they cost, and why every serious seller should get one before going to market.

Deal Flow Editorial TeamJanuary 15, 20267 min

A Quality of Earnings report is the single most impactful document you can produce before going to market. It validates your adjusted EBITDA, identifies issues before buyers find them, and signals to buyers that you are a serious, prepared seller. Yet most business owners have never heard of it until a buyer's accountant starts tearing apart their financials in due diligence.

This guide explains what a QoE is, what it covers, how much it costs, and why getting a sell-side QoE before going to market is one of the best investments a seller can make.

What Is a Quality of Earnings Report?

A Quality of Earnings report is an analysis of a company's financial performance conducted by an independent accounting firm. It goes deeper than a financial audit — rather than verifying that financial statements comply with accounting standards, a QoE analyzes the quality, sustainability, and predictability of the company's earnings.

The primary output of a QoE is a validated adjusted EBITDA — the starting point for every business valuation. The QoE firm reviews every line item in the income statement, evaluates every add-back, and produces a defensible, documented adjusted EBITDA that buyers can rely on.

Buy-Side vs. Sell-Side QoE

Buy-side QoE: Conducted by the buyer's accounting firm to validate the seller's financial representations. This is standard practice in most lower middle market transactions.

Sell-side QoE: Conducted by the seller's accounting firm before going to market. The seller commissions and pays for the report, but shares it with buyers as part of the due diligence package.

The sell-side QoE is what this guide focuses on. It is proactive — you identify and address issues before buyers find them.


What a QoE Covers

A comprehensive QoE report typically covers:

1. Revenue Analysis

  • Revenue recognition: Are revenues recognized in the correct period? Are there any timing issues that inflate or deflate reported revenue?
  • Revenue quality: What percentage of revenue is recurring vs. one-time? What is the customer concentration?
  • Revenue trends: What is the underlying growth rate, excluding one-time items?
  • Deferred revenue: Is there deferred revenue on the balance sheet that will convert to revenue post-close?

2. Adjusted EBITDA Bridge

This is the core of the QoE. The accounting firm:

  • Starts with reported net income
  • Adds back interest, taxes, depreciation, and amortization
  • Evaluates each proposed add-back for legitimacy and documentation
  • Identifies additional add-backs the seller may have missed
  • Identifies items the seller has added back that are not legitimate
  • Produces a defensible adjusted EBITDA with full documentation

Common add-backs that QoE firms validate:

  • Owner compensation above market rate
  • Personal expenses run through the business
  • One-time professional fees (legal, accounting)
  • Non-recurring expenses (litigation settlements, one-time bonuses)
  • Non-cash charges (depreciation, amortization, stock-based compensation)

Common add-backs that QoE firms reject:

  • Expenses that are genuinely necessary to run the business
  • "One-time" expenses that appear every year
  • Expenses that are legitimate business costs even if they benefit the owner

3. Working Capital Analysis

Working capital is the amount of current assets minus current liabilities required to run the business. The QoE firm:

  • Calculates normalized working capital (the amount needed to run the business at its current level)
  • Identifies seasonal patterns in working capital
  • Analyzes the working capital cycle (days sales outstanding, days payable outstanding, inventory turns)
  • Provides the basis for the working capital peg in the purchase agreement

The working capital analysis is critical because the working capital peg is one of the most common sources of post-close disputes. A well-documented working capital analysis prevents surprises.

4. Expense Analysis

  • Cost of goods sold: Are COGS properly classified? Are there any unusual items?
  • Operating expenses: Are all operating expenses properly classified? Are there any items that should be capitalized?
  • Owner compensation: What is the market rate for the owner's role? What is the add-back?
  • Related party transactions: Are there any transactions with related parties (family members, affiliated entities) that are not at arm's length?

5. Balance Sheet Analysis

  • Accounts receivable: Are receivables collectible? Is the allowance for doubtful accounts adequate?
  • Inventory: Is inventory properly valued? Is there any obsolete or slow-moving inventory?
  • Debt: What is the total debt of the business? Are there any off-balance-sheet liabilities?
  • Capital expenditure history: What has the business spent on capex in the past 3-5 years? What is the maintenance capex requirement?

6. Key Performance Indicators

  • Customer metrics: Customer count, average revenue per customer, customer retention rate, customer acquisition cost
  • Operational metrics: Revenue per employee, gross margin by product/service line, utilization rates
  • Sales pipeline: Backlog, pipeline coverage, win rates

The Cost of a Sell-Side QoE

QoE costs vary by firm, deal size, and complexity:

Deal SizeTypical QoE CostAs % of Deal Value
$2M-$5M$15,000-$35,0000.3-1.75%
$5M-$15M$35,000-$75,0000.25-1.5%
$15M-$30M$75,000-$150,0000.25-1.0%
$30M+$150,000+<0.5%

The cost of a sell-side QoE is typically recovered many times over through:

  • Higher purchase price (buyers pay more for validated financials)
  • Faster close (less time spent in due diligence)
  • Fewer price adjustments (working capital disputes are minimized)
  • Reduced risk of deal failure (issues are identified and addressed before buyers find them)

Why Sellers Should Get a QoE Before Going to Market

1. You Find Issues Before Buyers Do

The most valuable aspect of a sell-side QoE is that it identifies issues before buyers find them in due diligence. Common issues that QoE firms identify:

  • Add-backs that won't survive scrutiny: You've been adding back expenses that buyers will reject. Better to know now so you can adjust your valuation expectations.
  • Revenue recognition issues: Revenue that you've been recognizing in the wrong period. This can significantly affect your adjusted EBITDA.
  • Working capital issues: Your working capital cycle is more complex than you thought. Understanding this before going to market prevents surprises in the purchase agreement.
  • Off-balance-sheet liabilities: Obligations that aren't on your balance sheet but will affect the buyer's view of the business.

Finding these issues before going to market gives you time to address them or adjust your expectations. Finding them during buyer due diligence creates delays, price reductions, and deal failures.

2. You Accelerate the Due Diligence Process

When you share a sell-side QoE with buyers, you dramatically reduce the time and cost of their due diligence process. Instead of spending 4-8 weeks having their accountants rebuild your adjusted EBITDA from scratch, buyers can review your QoE, ask questions, and move forward.

This matters for two reasons:

  • Faster close: Every week of due diligence is a week of uncertainty, distraction, and risk. Faster due diligence means faster close.
  • Reduced buyer cost: Buyers' due diligence costs come out of the deal economics. Lower buyer costs mean more value available for the seller.

3. You Signal Credibility

A sell-side QoE signals to buyers that you are a serious, prepared seller. It says: "I've had my financials independently reviewed, I'm confident in my numbers, and I'm not going to waste your time."

This credibility translates into:

  • Higher buyer confidence in your financial representations
  • Less aggressive negotiation on the purchase price
  • More favorable deal terms (lower escrow, shorter indemnification period)

4. You Establish Your Adjusted EBITDA Before Negotiations

Without a sell-side QoE, the adjusted EBITDA negotiation happens during due diligence — after you've already agreed on a purchase price in the LOI. Buyers use the due diligence process to chip away at your adjusted EBITDA, reducing the effective purchase price.

With a sell-side QoE, you establish your adjusted EBITDA before negotiations begin. The LOI is negotiated based on a validated, documented number. There is less room for buyers to reduce the purchase price during due diligence.


How to Choose a QoE Firm

Not all accounting firms are equal in their QoE capabilities. When choosing a QoE firm:

Look for M&A transaction experience. The firm should have specific experience conducting QoE reports for M&A transactions, not just general accounting experience.

Look for industry experience. A firm that has done QoE work in your industry will understand your business model, your revenue recognition practices, and your key metrics.

Consider firm size. Large accounting firms (Big 4, national firms) have deep resources and credibility with buyers. Regional firms may have more flexibility on cost and timeline.

Get references. Ask for references from sellers who have used the firm for QoE work. Ask about the quality of the report, the timeline, and the firm's responsiveness.

Understand the process. Ask the firm to walk you through their QoE process. How many weeks will it take? What information will they need? Who will be doing the work?


The QoE Process: What to Expect

A typical sell-side QoE takes 4-8 weeks and involves:

Week 1-2: Information gathering. The QoE firm will request extensive financial information:

  • 3 years of financial statements (P&L, balance sheet, cash flow)
  • 3 years of tax returns
  • General ledger detail for the review period
  • Customer revenue detail
  • Employee compensation detail
  • Contracts with key customers and suppliers

Week 2-4: Analysis. The QoE firm analyzes the financial information, builds the adjusted EBITDA bridge, and identifies issues.

Week 4-6: Management interviews. The QoE firm interviews you and your CFO/controller to understand the business model, revenue recognition practices, and the rationale for each add-back.

Week 6-8: Report preparation. The QoE firm prepares the report, which typically includes:

  • Executive summary
  • Adjusted EBITDA bridge with documentation
  • Revenue analysis
  • Working capital analysis
  • Balance sheet analysis
  • Key performance indicators

Final review. You review the report with the QoE firm, address any questions, and finalize the document.


Key Takeaways

  • A QoE validates your adjusted EBITDA — the starting point for every business valuation.
  • A sell-side QoE finds issues before buyers do — giving you time to address them or adjust your expectations.
  • QoE reports accelerate due diligence — reducing the time and cost of the buyer's due diligence process.
  • QoE reports signal credibility — buyers pay more for businesses with validated financials.
  • The cost of a QoE is typically recovered many times over — through higher purchase price, faster close, and fewer post-close adjustments.
  • Choose a QoE firm with M&A transaction experience — not just general accounting experience.

If you're planning to sell your business and want guidance on whether a sell-side QoE makes sense for your situation, Deal Flow's team can help. Start the conversation here.

Topics:["quality of earnings""QoE""business sale""due diligence""EBITDA"]

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