Financial due diligence for the next decade of deals.

Credex Advisors performs fixed fee financial due diligence: quality of earnings for investors and acquirers, the SBA required lender QoE with cash proof, and targeted procedures for deals that do not need a full report. CPAs on every engagement, working on the Credex diligence platform, delivering in business days rather than weeks.

Get a quote See how we work

For investors and acquirers

Buy side and sell side quality of earnings for private equity, family offices, independent sponsors, and corporate development, on deals from $5M to $100M in enterprise value.

Scoped fixed fee · about ten business days

See the investor page

For SBA 7(a) lenders

The independent QoE with cash proof that SOP 50 10 8.1 requires on acquisitions of $3 million or more. Written for the credit file.

From $12,500 · ten business days

See the lender page

Targeted procedures

Cash proof, deal review, revenue verification, add back testing, and a working capital peg for searchers, smaller deals, sellers, and lenders below the SBA threshold.

Cash proof $4,000 · five to seven business days

See the procedures

1,000+

Engagements performed.

50+

Combined years of transaction experience.

CPA

A licensed CPA firm. CPAs on every engagement.

Fixed

Fees quoted before we start. No hourly billing.

Why a CPA firm built for diligence works differently.

Every engagement includes a full cash proof. Revenue and expenses are traced to the bank, transaction by transaction, for the whole period under review. Most firms sample it or skip it on smaller deals. We never do, because it is the procedure that finds the problems.

The platform does the tracing; the CPA does the judging. The Credex diligence platform performs the extraction, classification, and matching that make diligence slow by hand. Our CPAs spend their time on adjustments, revenue quality, and conclusions, which is why we can commit to a fixed fee and a fixed date.

The clock starts when the documents do. We request documents from the seller and the seller's accountant directly and copy you on status. A slow seller never becomes your problem, or your surprise.

“The Credex team has been truly indispensable as I have worked toward several acquisitions. Because of the work Credex does, the speed at which they do it, and the price they charge, I now bring them in sooner, as I evaluate a deal.”

Matt Matros

Founder and GP, National Cleaning Collective

“Their report provided a massive amount of value and their insights were core to our due diligence. They delivered within a week and tailored the engagement to what I needed, with transparent and affordable pricing.”

Benjamin Waxman

Partner, WV

“Their team was able to find an additional $250,000 in revenue that the seller did not account for. Would highly recommend.”

Josh Rapaport

Noah Asher LLC

Insights

All articles

September 2026

What does SBA SOP 50 10 8.1 require for quality of earnings reports?

September 2026

How many SBA 7(a) acquisition loans will need a QoE under the new $3 million rule?

September 2026

What does a lender QoE adjustment schedule look like?

Tell us about the deal. We will scope it the same day.

One short call, a fixed fee proposal, and a request list to the seller within one business day of engagement.

Get a quote Get a sample report