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Founder PlaybookBusiness Services

What a clean quality of earnings report actually buys a founder

Sell-side diligence is not a formality. Prepared sellers converted it into schedule certainty and a narrower retrade window.

OptDeals Research Desk6 min read

Sample editorial content. Companies and figures are illustrative placeholders.

In summary

  • Sell-side prepared processes closed materially faster.
  • Documented add-backs survived buyer review far more often.
  • Retrades concentrated in processes without prepared quality of earnings work.

Founders often read sell-side diligence as a cost imposed by advisors. The transactions we reviewed suggest it is better understood as insurance against repricing.

Add-backs are the clearest case. An owner's vehicle, a family member on payroll or a one-time legal settlement are all defensible, but only with contemporaneous documentation. Reconstructed a year later, the same adjustments read as optimism.

Every undocumented add-back is an invitation to renegotiate in week nine.
Transaction advisor, lower middle market