Know what you’re getting.
A focused review helps answer an agreed financial question quickly. The scope is narrower than a comprehensive quality-of-earnings engagement.
Designed to include
- An agreed review question and analysis period
- Analysis of supplied financial information relevant to that question
- Assessment of proposed earnings adjustments within scope
- Evidence references, limitations and unanswered questions
- Human review and practical follow-up recommendations
Outside the standard scope
- A comprehensive buy-side or sell-side QoE engagement
- An audit, assurance opinion or independent verification of every transaction
- Legal, tax, valuation or investment advice
- Every diligence workstream or unlimited follow-up analysis
- A guarantee of earnings quality, deal outcome or lender acceptance
Complex issues can be scoped separately before additional work is agreed.
From a number to a decision.
This fictional excerpt shows how a finding can be presented. It is not a completed client review or a promised outcome.
01 / Recurring earnings
Reported EBITDA $1,200,000
Proposed one-time legal expense +$80,000
Illustrative adjusted EBITDA $1,280,000
Evidence and qualification
Management describes $80,000 of legal expense as non-recurring. Supporting invoices are not yet available.
Next question
Request invoices and confirm whether similar costs recur before accepting the adjustment.
What to look for in a review
- The bridge is visible.
Reported earnings and proposed adjustments are shown separately.
- Evidence has a status.
A management explanation is identified as such; it is not treated as verified evidence.
- The limitation is actionable.
The finding tells you what to request and what must be resolved.
The downloadable PDF is a separate, broader illustrative report showing the existing reporting format. Your deliverable follows the scope agreed for your review.
Choose the depth your decision needs.
$750 for one diligence item, or $2,500 for five. Each item has its own agreed scope. We confirm timing after reviewing document readiness and complexity.
Define my review