Two ways to engage
In both models your firm issues the report to its client, and Velonix works behind your brand. The difference is who makes the analytical decisions.
| Aspect | Outsourced support | White-label |
|---|---|---|
| Who directs the work | Your team tells us what to do | We run the analysis end to end |
| Who decides adjustments | Your team | Velonix recommends, your team approves |
| Excel model we work in | Your model | Your model, or ours, as agreed |
| What we deliver | The tasks you assign, completed to your standard | The full QoE model, schedules and red-flag analysis |
| Report issued by | Your firm | Your firm |
The engagement model can be chosen deal by deal, depending on the capacity and support you need.
What we handle
- Preliminary red-flag analysis highlighting key risks
- GL mapping and trial balance reconciliation
- Financial statement preparation
- Adjusted EBITDA bridge and normalization
- Net working capital analysis and peg
- Net debt and debt-like items
- Revenue, customer and vendor concentration
- Proof of cash
- Reconciliation to tax filings and payroll
- AR and AP aging
Additional support
Every deliverable passes a formal senior quality check before it reaches you.
How the overnight cycle works
End of your day.
You share the target data through SharePoint, OneDrive or Dropbox Business.
Overnight.
We map the GL, prepare the financial statements and run the analysis.
Quality check.
A senior reviewer checks formulas, tie-outs and red flags.
Before your morning.
The updated model and a preliminary red-flag analysis return in your format.
Delivered under your brand
The client relationship stays with you. Files come back in your template and your format, and your firm presents the final work product. Your senior people spend their time on clients and judgment, not on populating models.
Case study: M&A Diligence Outsourcing for US Advisory Firms
Two lean, growing M&A advisory firms hit a capacity ceiling. We became their extended team across several live transactions, returning updated QoE models and red-flag analyses overnight. We also rebuilt and automated their QoE models, which cut formula errors from the first draft.
Read the case studyWhy work with us
- M&A specialists, not generalists. FDD and QoE are our core, not a side line of a tax or bookkeeping practice.
- Judgment, not a mechanical handoff. A US CPA and Indian CAs review revenue recognition, EBITDA adjustments and collectability.
- US clients only. US GAAP and US deal conventions are our daily context.
- Confidential by design. Monitored company laptops, role-based access, and an NDA on every engagement.
- Clear pricing. Fixed fee or hourly, agreed up front.
Last updated October 29, 2026