Avnit Sekhon @TreewalkQOE
Director for a mid-size CPA firm, 70 staff and growing! All your QOE and deal work needs. DM for free consultation/sample QOE report treewalk.com Vancouver, Canada Joined January 2023-
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Requested bank statements as part of our QoE, broker said this ask was unusual…makes you wonder what firms they have been working with
One of the bigger QoE deals for the team. Glad this one closed, excited for both parties!
Always tie back to the GL and source documents. Buyers frequently ask my thoughts on a CIM, my response is always cautioned with advising that we are just staring at numbers that are hardcoded. Need to understand what the number is comprised of, when the entries happend, etc.
Treewalk team had a blast at the @BT_Forum in Vancouver today!
Things that may look minor can end up having a material impact! $ upfront saves a heck of a lot more later. Oftentimes the seller isn’t even their books are wrong
Things that may look minor can end up having a material impact! $ upfront saves a heck of a lot more later. Oftentimes the seller isn’t even their books are wrong
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@TreewalkQOE My guess is their clients provide bank statements on ALL deals but the broker conveniently forgets 😉
Working with a smart + empathetic buyer on a deal is like a breath of fresh air. No emotional arguments, no random deal terms, no lying about financing lol. If only more of the SMB community on X was looking at deals in Canada 🇨🇦
Humility is developed in sports at the highest level. Rarely are you the best player or have it all figured out This has been huge in talking with sellers of small businesses. Being ok with not being the smartest in the room allows for better discussion and relationship building
@yvetteowo I often get post-closing feedback from buyers that they miscalculated working capital needs (if they didn’t get an in-depth Q of E review during due diligence)
@R_Sladkov @acquanon Enough to cover one full cash conversion cycle should be on balance sheet at close + line of credit to support any unforeseen needs, seasonality and growth.
@SMB_Attorney Stagger the workload in phases
Tell me your last deal/acquisition attempt that died and why? Mine: seller said I asked for too much detail about the EBITDA adjustments (adjustments represented 80% of claimed EBITDA). I'm ok with it 😅
Was a pleasure. Thanks for having me
Thank you for a great conversation @jeffdriskel! I enjoyed learning about your work to spread the word about entrepreneurship through acquisition to @NFL players and athletes everywhere!
Who is the best QoE provider for $3-10m EBITDA businesses?
@SBA_Matthias You should check out @dealbuilder_ . We are actively working on this. @morgantate_ can give you a walk through of our technology
@Stef_McConnell LCGE maxes at a little less than a million now so for larger single owner businesses the motivation isn't quite as strong. Where it gets interesting in when the shares of the opco are owned by a family trust. Each family member has access to the full capital gain exemption. We…
@TreewalkQOE I’ll be in Ontario Vancouver at some point though
@ElliottEHolland it depends on materiality of that payments.
I will do each of the below this year: Visit China Become an uncle Start 2 new companies with operating partners Close $100 million of SBA 7(a) loans Visit Canada Buy a new house Set big goals and hit them. I’m not done grinding until I meet mine.
Congrats to Martin Lopez on his recent acquisition of Dryeco Green Cleaners! Slack Water Capital was pleased to serve as the lead investor and I am excited to join Dryeco's Board of Directors. Dryeco was founded in 2008 and is one of the largest providers of premium dry…
1) I am passionate about life after football. I am hoping that I am fortunate enough to get to play for years to come, but eventually it will come to an end. I want to be able to hit the ground running and make the transition as easy as possible. Many struggle. I hope I don't.
In my 20+ years of entrepreneurship, I’ve seen more healthy, profitable businesses flame out because of accounting fraud than any other reason. Lesson: SMB owners should never let go of the checkbook and bill paying authority or audit it regularly
Every business has a fraud story, some just don't know it yet. Here are a few of my favorite actual client stories from my time as an auditor:
@lawyer4SMBs The accidental one is likely to be the one where a new owner can immediately add value. Probably untapped opportunities to be capitalized on.
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