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TEST — Summit QoE Advisory
Fictional provider for platform testing!!
This is a fictional test firm, not a real service provider. Still we are testing all sections
- Location
- Salt Lake City, UT
- Service reach
- Arizona, Utah, Nevada, Colorado
- Provider type
- Accounting firm (non-CPA)
Quality of Earnings capabilities
Only items reported Yes are listed.
- Add-Back Analysis
- Tax Return Reconciliation
Experience and credentials
- Years providing QoE services
- 5
- QoE engagements completed — past 12 months (TTM)
- 35
- SBA-related QoE engagements — past 12 months (TTM)
- 23
- Transaction sizes with experience
- $3M–$5M, $5M–$10M
Professional credentials
- CPA
- CMA
Industry experience
Construction & Trades
QoE engagements in this industry — past 12 months (TTM)
1–5
Manufacturing
QoE engagements in this industry — past 12 months (TTM)
6–10
Technology & Software
QoE engagements in this industry — past 12 months (TTM)
Not reported
Complex transaction experience
Only items reported Yes are listed.
- Cash-Heavy Business
- Customer Concentration
- Franchise
- Significant Seller Add-Backs
Team
Mike Wazoski
Lead
Credentials
CPA
Great accountant
Sample deliverables
Quality of Earnings Sample
Example
Engagement process
How to engage
We prefer Fax or smoke signals
Onboard
Here you introduce ourselves
Powerpoint Presentation
Here we present the plan
Research and Report
We compile documents and run the magic
Deposit
We collect 50%