Walk through our four-phase methodology and see how AtlanticM&A transforms deal strategy into an executable work plan in minutes.
AI-powered pre-QofE screening — surfaces deal-killers before committing to a formal Quality of Earnings
Recommendation: Proceed
Clean financial profile with consistent growth trajectory. Owner compensation is at market rate. No material adjustments identified. Revenue is well-diversified across 15 clients with no single client exceeding 12% of total revenue. Working capital is stable with DSO of 38 days.
Reported EBITDA
$480K
Adjusted (low)
$495K
Adjusted (mid)
$520K
Adjusted (high)
$545K
| Status | Category | Description | Amount | Recurring | Confidence |
|---|---|---|---|---|---|
| Pass | Owner Compensation | Owner salary at market rate ($216K) — no adjustment needed Benchmarked against Robert Half MSP compensation data | — | Yes | 95% |
| Watch | One-Time | Office relocation costs in Q2 2024 Moving expenses, one-time | $18K | No | 90% |
| Pass | Discretionary | Marketing spend consistent at 4% of revenue Reasonable for industry | — | Yes | 85% |
$2.9M
72%
11%
45%
15
Strong recurring revenue base from managed services contracts. Well-diversified customer portfolio.
$185K
Stable
38 days
28 days
No
Healthy working capital position. Collections are efficient with DSO well below industry average of 52 days.
Upload QuickBooks backups, financial statements, or CIMs for AI-powered Quality of Earnings screening.
Start Free Trial