The caliber of Quality of Earnings (“QoE”) deliverables differs greatly from provider to provider. Maxwell Locke & Ritter believes our collaborative approach and deliverable are far superior in helping our clients achieve a better understanding of the target’s historical trends and the true value of the business. Our unique approach includes:
We treat every deal as if we were making the investment. We know that every deal is unique, and we value the trust our clients place in us to be their QoE service provider.
The transaction advisory team at Maxwell Locke & Ritter has diverse backgrounds in private equity investments, investment banking, national firm public accounting, and private company ownership. Our team has performed hundreds of QoE engagements on SaaS and other recurring revenue companies throughout the US, Canada and EMEA and serve private equity groups, lenders, family offices, and corporate entities on both buy-side and sell-side transactions. 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. Our tax and audit departments complement our dedicated transaction advisory services team. We have the flexibility to tailor the QoE deliverable to meet your specific needs. Please reach out to let us know how we can help you.
The ML&R team has developed a deep understanding of key analyses that are critical considerations to valuation and long-term viability of SaaS companies. We refer to this as the Four Pillars of ML&R SaaS QoE.
For experienced assistance with financial transaction advisory in these service areas, please contact us today to schedule a consultation. We look forward to helping you make financial decisions with confidence.