Access to Financials

professional profile

March 20, 2026

by a professional in New York, NY, USA

There are ~20 of us QoE providers who keep showing up on deals under $5M revenue. If we all just agreed to not do buy-side QoEs without direct QuickBooks access (QBO or backup), it would become standard overnight. Either, we all hold the line on direct access. Or… for any seller taking the “no access” route, "just trust us on the financials", we charge both the buyer and seller and make 2X as much for having to request all the data that takes the sellers 2 weeks and us 15 minutes to get. Half joking. Half very serious. Buyers tag your Deal Team and we can make this Standard in 2 months. Brokers Tell us why we can't do this. Lawyers can you get this in the LOI?
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