The financials show what the business earned. We show how it earns it: who holds the know-how, which processes depend on the seller, and what has to happen in the first 100 days. Everything is captured, scored and delivered in a private portal your deal team can search.
Questions the QofE can't answer
From interviews to a searchable portal in weeks.
Once the LOI is signed, we record structured interviews with the seller and key staff, plus a detailed review of the company's systems and documents.
Every interview is transcribed and indexed by topic, person and process, so any answer links back to who said it and when. Processes, people and dependencies are scored with one consistent method, so you can compare risks side by side.
We show you around your own portal and walk you through your 100-day integration plan.
Every engagement includes a portal with downloadable files and all of these tools. Click Demo ↗ on any one to open it in the sample portal.
Your operators start on day one with SOPs, an org chart and a KPI baseline instead of spending a quarter working out how things run.
The seller's knowledge is recorded and searchable before they leave, not lost in their last two weeks.
Automation scoring shows where hours and margin can be recovered, in dollars, which supports the investment thesis.
Add any of these to the core package.
We build the recommended automations after close and track each one from scoping to live, with the hours saved measured against the baseline.
After close, leadership gets a live dashboard of the numbers that matter: scorecards by department, goals, action items, a daily production check-out, and meeting logs with decisions and follow-up. The KPI baseline from diligence becomes the starting line.
The demo portal is set up for a sample target, Hartwell Precision Components, a 46-person manufacturer whose founder is retiring.
Tell us a little about the target and your timeline. We'll get back to you within one business day, usually sooner.