QoE Reports - Lexington (KY)

When it comes to buying or selling a Lexington or Kentucky business, ensuring the integrity of financial and non-financial information is crucial. At Schneider Downs, our experienced professionals specialize in providing comprehensive quality of earnings (QofE) and due diligence assessments for mergers, acquisitions and divestitures. With our swift, precise, and discreet approach, we help buyers, sellers, investors, private equity firms, and lenders make informed decisions with confidence.

What is a QoE Report?

Quality of Earnings (QoE) report is a financial analysis that assesses the sustainability and reliability of a company’s earnings. It is typically conducted during the due diligence process, often in the context of mergers and acquisitions (M&A), but it can also be used for internal purposes by companies and their stakeholders. The primary objective of a Quality of Earnings report is to provide a deeper understanding of a company’s financial performance and the factors that may impact its future earnings potential.

Buy-Side Due Diligence: Unleash the True Value of Your Investments

  • Financial Statement Analysis: We conduct a detailed review of financial statements, evaluating the quality of earnings, identifying potential risks, and assessing the sustainability of earnings. This analysis provides you with a clear understanding of the target company’s financial health, helping you make informed investment decisions
  • Historical Data Analysis: Our team performs a thorough review of historical financial data, identifying trends, patterns, and anomalies that may impact future earnings. This analysis helps uncover any potential risks or opportunities that may affect your investment decision, ensuring you have a comprehensive understanding of the target company’s financial performance.
  • Quality of Earnings Analysis: We assess the quality of earnings adjustments, including non-recurring items, non-operating income, and off-balance-sheet items, to ensure that earnings are reliable and sustainable. This analysis helps you make informed decisions based on accurate financial information, minimizing risks in your investment.

Sell-Side Due Diligence: Maximize Your Exit Strategy

  • Financial Performance Analysis: We conduct a detailed analysis of your financial performance, identifying potential risks and opportunities, and providing recommendations to enhance the quality of earnings. This analysis helps you position your business in the best possible light to potential buyers, maximizing the value of your business.
  • Financial Statement Restatement Assistance: Our team can assist you in restating financial statements to ensure they are accurate and in compliance with accounting standards. This can enhance buyer confidence and streamline the due diligence process, ensuring a smooth and successful sale.
  • Proactive Risk Identification: We identify potential risks that may impact the sale process and work with you to proactively address them, minimizing the likelihood of surprises during the due diligence process. Our proactive approach helps you mitigate risks and maximize the value of your business, ensuring a successful sale.

Contact our Lexington QoE Team

Schneider Downs provides Quality of Earnings reports to companies in Lexington and across Kentucky.  If you are interested in learning how we can assist you in your deal process, complete the form above and a team member will follow up with you promptly.

National Reach

Schneider Downs also provides QoE reports to companies in: Atlanta (GA), Baltimore (MD), Birmingham (AL), Boston (MA), Charleston (SC), Charlotte (NC), Chicago (IL), Denver (CO), Des Moines (IA), Houston (TX), Indianapolis (IN), Las Vegas (NV), Memphis (TN), Milwaukee (WI), Minneapolis (MN), Orlando (FL), Phoenix (AZ), Pittsburgh (PA), Portland (OR), Richmond (VA), San Diego (CA), Seattle (WA), St. Louis (MO), Tampa (FL) and Wichita (KS).

ASK US

Contact Our Experienced Team of Professionals.

"*" indicates required fields

How would you like us to contact you?
This field is for validation purposes and should be left unchanged.

About Lexington (KY)

Lexington, Kentucky’s business community thrives as a blend of tradition and innovation in the heart of the Bluegrass region. Known for its historic horse industry and agricultural heritage, Lexington has evolved to include diverse sectors such as healthcare, technology, education, and professional services. The city’s strategic location, surrounded by fertile farmland and anchored by the University of Kentucky, fosters an environment ripe for business growth and entrepreneurship.

Networking and collaboration are fundamental to Lexington’s business fabric, facilitated by organizations like Commerce Lexington and local industry associations. These entities provide platforms for professionals to connect, share knowledge, and forge partnerships that drive economic development. Moreover, Lexington’s business community is committed to fostering a sense of civic pride and community engagement. Many businesses actively support local initiatives, from educational programs to environmental sustainability efforts, contributing to the city’s vibrant and inclusive culture. This dedication underscores Lexington’s position as a dynamic business hub where innovation meets tradition, creating opportunities for prosperity and progress.

 
 
 
 

Breached?

Every moment counts. For urgent requests, contact the Schneider Downs digital forensics and incident response team at 1-800-993-8937. For all other requests, please complete the form below.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.