Pricing

Published fees. No surprises.

Fixed fees for defined scope. The estimator below gives you a fee and a target delivery date; the engagement letter confirms both.

QoE fee estimator

Service

Business purchase price (excluding owner-occupied real estate)

Legal entities in scope

Books

7-business-day express (+25%) Complete data received on

Estimates only. Add-ons such as a working-capital peg are quoted in the engagement letter.

Service	Fee	Delivery*
Pre-LOI Earnings Screen	$1,950	5 days
Buyer QoE Lite	$6,500	10 days
Lender-requested QoE, under $3M	$11,500	10 days
SBA 8.1 Lender QoE, $3M to $5M	$14,500	10 days
SBA 8.1 Lender QoE, $5M to $10M	$19,500	10 days
SBA 8.1 Lender QoE, $10M to $15M	from $26,500	scoped
QoE Review of a buyer's report	$5,500 $7,500 over $10M	5 days
Sell-side QoE, under $1M	$9,000	10 days
Sell-side QoE, $1M to $5M	$14,000	10 days
Sell-side bring-down update after an LOI	$2,500	5 days

*Business days from complete data and the first management interview.

7-business-day express	+25%
Each additional legal entity	$2,500
Cash or hybrid-basis books	+20%
Net working capital peg	$3,500
Debt and debt-like items schedule	$1,500
Roll-forward for a delayed closing	$2,500
Additional reliance letter	$1,000
Additional sessions, Q&A beyond two rounds	$325/hour
Travel outside the Wasatch Front	at cost

Interim CFO and controller coverage, fractional CFO leadership, and post-close support are also available. Ask about CFO services.

QoE: 50% at signing, balance on delivery of the draft report, before the final is released
Fees are earned on performance and owed whether or not the loan closes or what the QoE concludes
The lender is the client and addressee; the borrower authorizes payment in a short tri-party letter
Applicant funds spent on the report can count toward the SBA equity injection
If data stalls for 30 days, the engagement pauses and a re-mobilization fee applies

Send the deal basics and we'll reply within one business day with an engagement letter or a scoping call.