Financial diligence recommendation - Josh Sloan
September 13, 2025
by a searcher from Eastern Kentucky University in St. Petersburg, FL, USA
Just wrapped up a quality of earnings report with ^redacted for a potential acquisition. Josh was absolutely fantastic throughout the process, so I wanted to give him a recommendation (and special thanks to ^redacted for the referral).
As a first-time buyer, I was pretty nervous about the QoE process, but Josh made it incredibly digestible. He was thorough without being overwhelming, walked me through everything patiently, and explained the financials in ways that actually made sense to me.
What really stood out was how he went beyond just the QoE work - he spotted potential issues, gave me context on industry norms, and helped me understand the broader financial picture. His insights were invaluable in helping me make an informed decision.
He went above and beyond in several ways and was incredibly helpful in strategy and negotiations.
Josh is the kind of professional who makes you feel confident in your process, regardless of the outcome. Easy to work with, super responsive, and genuinely cares about getting it right.
Will absolutely work with Josh again on future opportunities.
from Florida State University in St. Petersburg, FL, USA
from Massachusetts Institute of Technology in Portland, OR, USA