Need QoE for SMB Insurance Brokerage

searcher profile

October 12, 2023

by a searcher from Brigham Young University in Dallas, TX, USA

Hi all,

Am looking for a QoE provider for a small, family owned target. Could be getting started in the next week.

Business has a lot of personal or unrelated expense adjustments but is a simple business. Want a cash proof, tax return reconciliation, three year historical view of business and some customer and revenue retention analysis.

Would love to catch up this week to find a provider. More deals to come in the future for this and other redacted

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commentor profile
Reply by a professional
in Atlanta, GA, USA
Hi Garrett

We are Atlanta headquartered CPA firm with over 450 professionals and have presence in 6 countries. We provide QoE services not only to searchers like you but many search funds, private equity funds, corporates (public and private) and have decades of experience in transactions ranging from US$ 5 Mio to US$ 750 Mio. We have a strong team in India which helps us to leverage our cost of deliverables and happily pass on this benefit to our clients. I would be glad to get on an introductory call and see where it goes from there. You can reach me at redacted or redacted
commentor profile
Reply by a professional
from Harvard University in New York, NY, USA
^redacted‌ - Hello Garrett, we are a full service global accounting firm with presence in 7 countries and assist lower and middle market transactions extensively. Our India presence, allows us to be cost efficient and at the same time maintain the quality of our deliverables. We currently have the bandwidth to start the project next week. Happy to connect with you.

Email me at redacted for more details and to get a sample copy of our redacted report.
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