Included with every Screen
Hand your CPA a head start.
Every $199 LiteQoE Screen comes with a CPA handoff package: a PDF report + Excel workbook organized like working papers. Buyers download both and send them to their CPA or Quality of Earnings firm. No portal, no logins.
Samples use a fictional business.
What's in the workbook
Start here
- Read me
- Index of every tab.
- Kill sheet
- The one-page summary and recommended grade.
- Scope
- Files read, files missing, and what was not done.
Earnings
- Recast P&L
- Reported results by year and category.
- Add-back matrix
- Each claimed add-back, its source document, and how much appears supported.
- Earnings and price
- Reported, claimed and supported earnings against the asking price.
- Forward sensitivity
- How earnings move if key assumptions change.
- Listing vs books
- What the listing claims next to what the books show.
Cash, debt and working capital
- Cash coverage
- Bank deposits compared to booked revenue.
- Cash available
- Directional cash available after debt service.
- Debt owed at closing
- Debt-like items found in the documents, with sources.
- Working capital
- Net working capital by month, with a suggested peg.
Business and grades
- Customers
- Customer concentration and any lost or leaving accounts.
- Business context
- Industry, location and trend notes.
- Health score
- Overall business health score.
- Category grades
- Grade by area, with why and what would raise it.
- Our read
- Our opinion in plain words.
Checks and follow-up
- Tie-out checks
- Which totals appear to add up and which are still open.
- Owner call
- Questions to ask the seller.
- Appendix
- Optional supporting financial detail.
For CPAs and QoE firms
- Your client arrives with the seller's numbers already organized, sourced and questioned.
- Spend early hours on judgment, not on retyping tax returns and P&Ls.
- Every figure points back to the document it appears to come from, so you can check it.
- Gaps and open questions are listed up front.
Referral partner program
CPAs earn a 20% referral payout; your clients get 10% off their first purchase.
Join the referral partner programWhat it is not
The package is a starting line, not a finished product. It is our opinion based only on the files provided. It is not an audit, review, attestation, valuation, tax opinion or lender-ready Quality of Earnings report, and it does not replace a CPA or QoE firm. LiteQoE is not a CPA firm, financial or M&A advisor, or law firm. A CPA does not sign off on it; they use it to start their own work.
Know before you buy.
Questions from a CPA or firm? Email support@liteqoe.com.
Start a Screen — $199