reply
by a professional
2w ago
from Binghamton University, State University of New York
in New York City, NY, USA
^redacted We've done QoE on small service business deals in the cleaning space and know what to look for beyond the top line numbers. Things like revenue concentration, contract vs one-time clients and owner operator dependency tell the real story of how a business like this is actually performing.
Happy to connect if you want another set of eyes on it. You can message me here or grab time on my calendar: redacted
Now on the Claude point, I'd only use it for QoE if you already know exactly how to do one yourself. I'm saying that as someone who's done 100+ QoEs across different industries. Claude is great at summarizing financials and pulling patterns out of a messy data set fast. But when it comes to a complete QoE on a deal, it falls short. It works off generalizations and assumptions and the only way you know what context to feed it is if you've already worked through enough deals to recognize the patterns. That's what tells you what to ask, what to skip, where to dig and what to do next. On top of that, it starts hallucinating after extended use in the same chat and that's a real problem when a buying decision is on the line.
Most buyers think small deals don't need a QoE and that AI can replace the process. We recently worked a $200k deal and after our we done QoE of the deal we found out that the business was overvalued by about 40%. We advised the buyer not to pay that price and the deal didn't close. They moved on to a better opportunity. Spending a little on a proper QoE is a much smarter move than overpaying post close for something that wasn't worth it.
Anyways, If you want to connect feel free to message me here or book a call using the link above. And Best of luck with the acquisition.