Soon, we will be kicking off a QoE engagement for manufacturing company. The scope is fairly standard and the pricing is below what the big firms are charging. Engagement partner is easy to work with. Data room is extensive.

Lender does not require a QoE but the investors do.

First time going through this process, and now spending real dollars on DD so I wanted to ask: any advice on how to manage the engagement, costs, doc request from owners, process, scope?

Location: Canada
Deal size: 5-7M
Sector: Manufacturing