Patrick O’Connell (SMB Deal Guy) QoE-CPA Projects

Want to find an off-market SMB acquisition? I put together a 52- page guide called the Business Buyers toolkit which arms SMB searchers with the tools to get this done! *Must be following* Like & Reply "SMB" to this Tweet and I'll DM you the link.

@JerryQuickel This is awesome!

I have decided to stop collecting helmets. It has become overwhelming personally and I am just not enjoying it anymore. If you are interested in one of these hit me up and I will make arrangements to ship it to you. Thanks for following along all these years- Jerry

@darrenrovell Jamie gambled for the $100k, onto tomorrow 🚀

This has to be the most lopsided beatdown in Jeopardy! history. At the first commercial break, it’s over.

@SMB_Attorney @EvanThomson01 I thought @KHendersonCo was leaving? 😂😂😂

Super super SUPER important tip here from @EvanThomson01… Only thing worse than not having a policy is having a policy you don’t follow!

@SuccessWithJake This makes me feel so good about my spend 😂

I have a public confession to make. Our house averages $1425 spent per month with DoorDash and Uber Eats. How much did your opinion of me just change? Scale of 1-10 is fine.

@irentdumpsters 🙌🙌🙌

@SMBDealGuy Going to be sweet

Tomorrow's Webinar!

Seller add-backs can make a business look far more profitable than it really is. But if they aren’t documented and verifiable, lenders and buyers will discount them. In this post we break down how to validate common add-backs before relying on adjusted EBITDA. Read here: hubs.la/Q046zW7p0

@bradncpa Well done Brad, the bar is so low for great tax preparers !

Had a client with three businesses in Maryland who had been paying estimated taxes to the wrong state. His prior CPA was filing to West Virginia because that is where he lives. For W-2 employees that makes sense because of reciprocity agreements. Business income doesn't follow the same rules. All business income generated in Maryland gets taxed in Maryland. Thankfully, we were able to amend the returns and correct the filings. As a result, years of misdirected payments were cleaned up.

@kbadenhausen @Sportico What a home run!

2017: Kevin Durant invests in Whoop 2018: Whoop valued at $125M 2020: KD invests in Whoop again 2026: Whoop valued at $10.1B KD has not sold any of his stake. Value up 81x since his first investment in the tech wearable brand. sportico.com/personalities/… via @sportico

@blueprintsmb22 Well done brother!

🍆🍆🍆💪💪💪🔥🔥🔥

@SMBDealGuy And @SMBDealGuy is as good as they come. Smart guidance from Patrick!

@CEOCFO_ An honor sir 🫡

From an accounting perspective, this is one of the simplest things you can do as well. Bank recs are one of the bedrock accounting functions and can be relatively automated.

How a Deal Dashboard Drives Value in M&A A Deal Dashboard embedded in a Quality of Earnings report turns complex financial data into clear insights during a transaction. Here is how it helps buyers and investors: • Sharper financial insights. Quickly visualize revenue, adjusted EBITDA, and working capital trends. • Stronger credibility with lenders and investors. Clear data builds confidence and speeds approvals. • Better risk visibility. Identify potential red flags earlier in the diligence process. • Faster decisions. Simplified data helps buyers move quickly in competitive deals. A strong QoE process does more than analyze numbers. It helps buyers understand the story behind them and move forward with confidence.

@BuySellSMB This is the trickiest part of the M&A space. Business are delicate and SBIC has concerns around risk.

There's a growing no man's land between SBA 7a and SBIC debt. Whoever cracks this is going to make a real impact for American SMBs and earn muchos dineros for themselves.

@briandelucia Thanks Brian 🙌🙌🙌

I’m glad to see more QoE providers come to SBA space hopefully it continues to limit the amount of buyers who go bust. Folks please be careful and ensure your provider has worked and or comes from a top 10/20 TAS or transaction advisory firm. Like M&A law you cannot DIY and self teach how to do a QoE. Many are trying due to the higher priced project and have no idea what they’re doing. Like any market they’re will be bad apples which makes me sad to see. You must work and learn it from 25 year partners who’ve have done 1000’s of QoE.

More QoE providers are entering the SBA space this is a good thing any decent person gets into ETA because they are an entrepreneur and want others to succeed! But be careful who you hire. Make sure they came up through a real transaction advisory firm top 10 or 20 caliber. You can’t DIY or self teach how to perform a buy or sell side QoE. The higher fees have attracted bookkeepers and fractional CFO’s who have good intentions but are hurting SMB buyers and have no idea what they’re doing. Like law, the QoE is a craft you learn from partners who’ve done thousands of deals.

@realEstateTrent @PeytonElroy My thoughts exactly 😂

@PeytonElroy I no longer understand anything

I’ve had this done and let me tell you…. Her reaction is completely warranted. Mind you, it is an uncontrollable response if your jaw is that tight and finally released Ancient medicine documented jaw tension release dating back thousands of years If you get this done before having kids, and especially as a woman, it can deeply heal your future bloodline because of the emotional binds you’re loosening up and potentially NOT passing along in the womb or in later parenting style Even if you’re already a parent or just someone who wants to heal, this is valuable because you can free up a lot of frustration and stifled feelings you’ve bottled up. The jaw tends to take on a lot because it controls (or prevents) the movement of words that come out of our mouth Women AND men benefit from jaw release! When you release the jaw you also release the pelvic floor muscles that contribute to keeping your reproductive organs and surrounding systems healthy with free flowing energy Jaw tension release can help all kinds of emotional healing but also physical healing such as: ✅ pain free periods ✅ easier childbirth ✅ stronger orgasms (both women & men) ✅ consistent bowel movements ✅ more frequent erections ✅ properly functioning bladder Think it’s too good to be true? Give this a try and test on yourself to see what happens. You can do jaw releases on yourself at minimum with tutorials from Youtube. Obviously it is great to have someone help but don’t think you have to hire someone for this…. it can cost you $0. Do them every couple days for a month and report back Healing is always possible 💚