reply
by a professional
34m ago
from Binghamton University, State University of New York
in New York City, NY, USA
Hey @redacted, long time no talk since we last connected on LinkedIn. Congrats on the deal! Hope you've been well.
The reason I'm jumping in here is because we've done QoEs on a number of SBA deals so we know this space well and are familiar with the nuances (customer and revenue concentration, gross margin trends by product line, owner add-backs and related-party transactions, AR collectibility, and net working capital peg construction) that need to be analyzed deeper to truly understand how the business is actually performing, especially when you're pushing toward the upper end of the 7(a) range.
But here's the thing most buyers don't realize until it's too late. The QoE only tells you what you're buying. It doesn't tell you how to buy it.
And that's why after the QoE we sit down with you and work through how to structure the acquisition itself, where the seller note fits, the right entity setup, how the purchase price gets allocated, and the tax planning around all of it, so you close on a structure that works in your favor instead of one that quietly costs you more than it should for years after.
Which is why for us a QoE isn't a one-time transaction like it is for other firms, it's the start of a long-term partnership.
So if you want to talk through what's worth digging into on this one before diligence kicks off, or compare notes on QoE and beyond, feel free to message me here or on LinkedIn(since we are connected there too), or book a call on my calendar at: redacted