Deep transaction experience
We run diligence for searchers buying their first business with an SBA loan and for private equity buying their fifteenth add-on. Decades of combined experience across both.
Quality of Earnings · Accounting Leadership · Assurance Support
Book a diligence callQuality of Earnings
For searchers and small business buyers using SBA financing, for independent sponsors and family offices, and for private credit and middle market private equity. More than 100 engagements a year. The scope changes with the size and complexity of the deal. The standard of work doesn’t.
Hollywell Partners is now part of Numera. Your Hollywell partners are still your partners—same senior team, bigger bench.
We run diligence for searchers buying their first business with an SBA loan and for private equity buying their fifteenth add-on. Decades of combined experience across both.
Your deal gets experienced eyes from the first call. No juniors handed the work while partners take the credit.
Timely reports that support negotiations, lender discussions, and internal decisions—not padded to justify the invoice.
Diligence is usually the first engagement, not the last. The same connected team continues into fractional CFO work, already knowing the business from the inside.
Track record
Who does the work
The partners who scope the engagement are the ones who run it. You will speak to them on the first call and on the findings call.
Due Diligence Practice Leader and Partner, Numera Advisory
15 years at PwC in Transaction Services and Assurance. CPA, State of Florida.
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Senior Partner and Advisory Leader, Numera Advisory
Over 19 years in accounting advisory leadership. Former PwC Director in the US and UK. CFO to private-equity-backed companies.
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Partner, Numera Advisory
15 years building accounting functions for growing companies. Former controller at Eagle LNG and CAM Integrated Solutions. CPA, State of Texas.
View profileHow we scope
A $2 million SBA deal and a $200 million platform get different numbers of procedures, because one business has fewer moving parts than the other. They do not get different levels of scrutiny.
You will see “QofE lite” offered across the market, and it usually means a thinner review at a lower price. That is not what it means here. We scope to the size and complexity of the deal in front of us, and on smaller deals we are still doing considerably more work than the firms quoting against us. There is no lite diligence.
What’s covered
The work that is core to every engagement, and what happens once the deal closes.
Core to every engagement
For buyers who need the numbers run, not just checked
More than diligence
A finding shouldn’t sit in a silo. Numera Advisory works alongside the broader Numera network—so when a deal needs technical accounting across international standards, a cross-border structuring view, or a controller to hold things together after close, the people who do that work are already in the building.
Every engagement is scoped to the deal, not to the billable hour.
“The market demands sophistication and speed. We deliver both—Big 4 rigor and technical depth, at the pace modern deals require.” Adam Webster — Due Diligence Practice Leader, Numera Advisory
Case studies
A midstream company wanted a second opinion on a deal the first firm had already cleared. We found undisclosed material legal contingencies the target had no plans to surface before close. Our client walked away.
Read the case study Mining technology · Fractional CFOA tech company needed a pro forma forecast and valuation to close its next funding round. A Big 4 firm quoted five times our price and three weeks to mobilize. We had a final deliverable by the following Friday. Funding closed the day the Big 4 was set to begin.
Read the case study Reservoir services · Post-transactionA PE client combined three companies—a consulting firm, an oilfield manufacturer, and a rental/services firm—into a single entity with a deal value over $300M. We built the operating model, governance structure, and capital management framework. The combined company IPO’d on NASDAQ at over $1B.
Read the case studyReady when timing matters
Tell us the deal size, the timeline, and what’s keeping you up at night. We’ll tell you what scope makes sense and how fast we can move.
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