Credex Advisors is a licensed CPA firm that performs buy side and sell side quality of earnings for private equity, family offices, independent sponsors, and corporate development teams. Every engagement includes a full transaction level cash proof, normalized EBITDA with each adjustment supported, revenue and margin analysis, and a net working capital analysis, delivered in about ten business days from complete data at a fixed fee scoped to the transaction.
Yes. Credex Advisors is a licensed CPA firm, the scope matches what national firms deliver, every adjustment is supported in the databook, and the cash proof is more complete than most national firm reports because it is performed in full rather than sampled. Lenders rely on Credex reports, and Credex is a lender engaged QoE provider under the SBA program.
The slow part of any QoE is extracting, classifying, and matching transactions from bank data and ledgers. Credex performs that on the Credex diligence platform rather than by hand, so CPAs spend their time on adjustments, revenue quality, and conclusions.
The fee is lower because fewer hours are spent on mechanical work, not because the scope is smaller. The catch is that Credex is built for transactions from roughly $5M to $100M in enterprise value with one to a handful of entities; very large multinational carve outs are still national firm territory.
Yes. A sell side QoE from Credex gives a seller a defended adjusted EBITDA, a clean cash proof, and a databook a buyer's diligence team can tie to, which shortens buy side diligence and reduces retrades.
An audit opines on financial statements at year end. It does not test whether the earnings a buyer is paying for are supported by cash across the trailing twelve months, and it does not identify owner spending, related party flows, or timing that inflates EBITDA.
Yes. Credex regularly performs the financial QoE while counsel, tax, and commercial diligence run in parallel, and coordinates with the lender's requirements. Credex can also perform only the cash proof or the NWC analysis where another firm holds the broader scope.
A CPA engagement partner with national firm transaction advisory experience scopes, leads, and signs off, and is your contact through closing. The analysts performing the procedures are CPAs.