Insights

Every article and guide QoEAgent has published, organized by topic. QoEAgent is an independent financial due diligence firm providing proof of cash, generally accepted accounting principles (GAAP) formatted financial statements, and full quality of earnings (QoE) reports for lower middle market acquisitions and SBA lenders.

Jump to: SBA 7(a) lending and SOP 50 10 8.1 · Quality of earnings · Proof of cash · Choosing due diligence software · Trial balances, GAAP mapping, and agreement extraction · Corporate development and fund valuation · News

SBA 7(a) lending and SOP 50 10 8.1

For SBA lenders and buyers. From October 1, 2026, SBA acquisitions with a purchase price of $3 million or more need a full quality of earnings report. Start with our SOP 50 10 8.1 guide, then read the rest in order.

Quality of earnings

Scope, cost, timing, and what a quality of earnings report is for, on both the buy side and the sell side. Start with what AI quality of earnings is.

Proof of cash

The reconciliation that ties reported revenue back to money that actually moved through the bank. Start with what a proof of cash is.

Choosing due diligence software

How to compare AI due diligence tools and what to test before you rely on one. Start with AI due diligence tools compared.

Trial balances, GAAP mapping, and agreement extraction

How unstructured source documents become financial statements you can defend. Start with the trial balance mapping guide.

Corporate development and fund valuation

Add-on acquisitions, strategic buyers, and fund-level fair value reporting. Start with proof of cash for corporate development teams.

News

QoEAgent in the press. Start with our latest press release.