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Canyon Ridge Forensic and QoE Demo

Larger SBA transactions with complex records.

Canyon Ridge focuses on lender-engaged QoE assignments involving multi-entity structures, related-party activity, incomplete records, construction work in progress, and recurring-revenue businesses. The profile is intentionally positioned as a higher-cost specialist rather than the default fit for every transaction.

Location
Salt Lake City, UT
Service reach
Utah, Nevada, Idaho, and Arizona
Provider type
Transaction advisory firm

Quality of Earnings capabilities

Only items reported Yes are listed.

  • Cash Proof
  • Working Capital Analysis

Experience and credentials

Years providing QoE services
15
QoE engagements completed — past 12 months (TTM)
25
SBA-related QoE engagements — past 12 months (TTM)
25
Transaction sizes with experience
$5M–$10M, $10M–$20M

Professional credentials

  • CPA
  • ABV

Industry experience

  • Construction & Trades

    QoE engagements in this industry — past 12 months (TTM)

    6–10

  • Healthcare

    QoE engagements in this industry — past 12 months (TTM)

    6–10

  • Professional & Business Services

    QoE engagements in this industry — past 12 months (TTM)

    11–25

  • Technology & Software

    QoE engagements in this industry — past 12 months (TTM)

    26–50

Complex transaction experience

Only items reported Yes are listed.

  • Construction/WIP Accounting
  • Franchise
  • Poor/Incomplete Bookkeeping
  • Related-Party Transactions
  • Subscription/Recurring Revenue

Team

  • John

    Smith

    Credentials

    CPA, Forensic Accounting

  • Jack

    Sparrow

    Credentials

    Data Quality Review

Sample deliverables

Engagement process

  1. Initial Risk and Data Quality Review

  2. Detailed Scope Confirmation

  3. Forensic and QoE Fieldwork

  4. Management Follow-up

  5. Exception Review

  6. Lender Discussion

  7. Final Report