Sample reports

See the work before you hire the firm.

A redacted sample of the SBA lender quality of earnings report, built on an illustrative $6.0M HVAC acquisition. It shows the full scope, the schedules, and the level of support behind every number. Request it below and we email it to you within one business day. Samples of the investor QoE and the standalone cash proof are in preparation.

Quality of earnings report

A buy side QoE for a $20M enterprise value acquisition: adjusted EBITDA bridge for two fiscal years and TTM, full cash proof, quality of revenue, net working capital and peg, and the databook excerpt.

In preparation

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SBA lender QoE with cash proof

The report built to SOP 50 10 8.1 Appendix 15: cash proof of three periods, normalized earnings, revenue sustainability, DSC schedule in a lender template, the one page credit memo insert, and the Appendix 15 checklist.

Available now: 25 page report on Cedar Comfort Systems, an illustrative $6.0M HVAC acquisition

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Cash proof

A $4,000 cash proof deliverable: financial statements reconstructed from bank data, revenue and expense verified to deposits and disbursements, exceptions explained, and the reconciliation support.

In preparation

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Request a sample.

Tell us who you are and which report you want, and we email it to you within one business day. Lenders requesting the SBA sample also receive the standard statement of work and engagement letter for vendor approval.

Received. We will email the sample within one business day. If it does not arrive, email info@credexadvisors.com.

Something went wrong sending the form. Email info@credexadvisors.com and we will reply the same business day.

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