Hi Brandon, absolutely! This is something I regularly help buyers navigate as part of the acquisition and due diligence process. Happy to connect and share some resources that may be helpful!

Hi Brandon—a thorough QOE request list will vary by the company and industry, but you could start with: • Three to five years of monthly income statements, balance sheets, and cash-flow statements • Year-to-date financials and comparisons with prior periods • General ledger and trial balances • Federal, state, and local tax returns • Bank statements and reconciliations • Accounts-receivable and accounts-payable aging reports • Revenue by customer, product/service line, location, and channel • Customer concentration, contracts, churn, and recurring-revenue schedules • Payroll registers, headcount, contractor payments, commissions, and owner compensation • Detailed schedules for add-backs and other EBITDA adjustments, with supporting documentation • Related-party transactions and owner or family expenses • Inventory reports, costing methods, reserves, and write-offs • Deferred revenue, customer deposits, accrued expenses, and other working-capital accounts • Debt, leases, capital expenditures, and fixed-asset schedules • Budgets, forecasts, and explanations for material variances • Details of unusual, nonrecurring, or out-of-period income and expenses Maybe also request the source data in Excel or native accounting-system exports—not only PDFs. The QOE team should be able to trace reported earnings back to the general ledger, bank activity, invoices, contracts, payroll, and tax filings.