Services Overview
Find the work that fits the decision in front of you.
The work depends on the question you are facing, and we will tell you which kind fits: a preliminary review, a formal diligence report or ongoing support.
Financial diligence and Operational & Market Diligence are separate services; hire one or both. The Red-Flag Review is a paid, document-based read that sits outside the formal QoE tiers. Exit Readiness can begin with financial questions or extend to operating and market risks. Ongoing support is scoped in three levels, on its own page.
Which service
Start with what you are doing, whether buying, selling, borrowing or deciding.
Before you spend on diligence
A focused paid assessment before full diligence.
A short, document-based read of what you already have, before a letter of intent or before you pay for a full Quality of Earnings. We say where the risk sits: whether the earnings tie to the tax return, whether the add-backs look real, any customer above our 15 to 20% test, whether the owner holds the relationships the revenue depends on, and what working capital the business needs on day one. No tie-outs and nothing a lender can rely on. Owners who are selling use it as the first look at their own books. From $2,500, paid at signing.
Fees and timing
What each service answers, what you receive, and when.
Six services on one page, with the question each one answers, the documents you receive, the window, and how the fee is set.
Who does the work
Every project has a named partner responsible for the work.
Ryan Anoskey, CPA, leads Quality of Earnings and financial diligence. Jared Luegers, CFA, contributes the initial operating perspective and documented second review on every QoE and leads separately scoped operational diligence.
For other services, the responsible partner and any specialist involvement are established in the written scope. LIMESTONE issues the formal reports it is engaged to prepare.
At scoping we tell you the fee and the earliest start date we can hold, and we say what the calendar holds before you sign. How an engagement runs is on the How We Work page.
See the work
Read a Quality of Earnings sample first.
The Lite sample opens in your browser with no form; the Full-scope sample comes by email so we know where it went. An illustrative case on Hoosier Supply Co., our sample company, sits on the Case Studies & Samples page.
Get started
Bring the deal or the decision, and we will say which service it needs.
A thirty-minute call with both partners, then one fixed fee in writing, usually within a business day. If no service fits, we’ll say what kind of advisor you need instead.