The due diligence team at Maxwell Locke & Ritter has performed over a hundred Quality of Earnings (“QoE”) engagements on SaaS and other recurring revenue companies throughout the US and Canada. We serve private equity groups, lenders, family offices, and corporate entities on both buy-side and sell-side transactions. Please reach out to let us know how we can help you.
The due diligence accounting team at Maxwell Locke & Ritter has diverse backgrounds in private equity investments, investment banking, national firm public accounting, and private company ownership. With our broad range of experience, we offer insight into quantitative accounting practices, as well as qualitative strengths and weaknesses for each target.
We deliver a client-focused approach to financial due diligence that mitigates risk and identifies key value drivers while avoiding conflicts of interest. Because our tax and audit departments complement our dedicated due diligence services team, we have the flexibility to tailor the engagement scope and due diligence report to meet your specific needs.
Each assignment receives significant senior-level attention while utilizing a team approach. Given that our transaction services team has diverse backgrounds in private equity investments, investment banking, national firm public accounting, and private company ownership; we offer insight into not only the target’s quantitative accounting practices, but also its qualitative strengths and weaknesses.
ML&R delivers a client-focused approach, void of conflicts of interest, designed to mitigate risk and identify key value drivers. We have the flexibility to tailor the engagement scope to meet your specific needs. Our dedicated transaction services team is complemented by the audit and tax departments of the largest locally-owned and managed accounting firm in Central Texas.
For experienced assistance with financial due diligence in these service areas, please contact us today to schedule a consultation. We look forward to helping you make financial decisions with confidence.
Our due diligence accounting team has put together information about subscription-based SaaS businesses and related metrics. Download it today.