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Series 79: Collection, Analysis & Evaluation of Data
Series 79 practice questioneasyDue Diligence

What is the main objective of a quality of earnings review in sell-side diligence?

  1. ATo replace the audited financial statements entirely
  2. BTo determine whether the company can file on Form S-3
  3. CTo identify sustainable, recurring earnings and separate them from one-time or non-operating items✓ Correct answer
  4. DTo set the exact merger exchange ratio
Explanation

Why CTo identify sustainable, recurring earnings and separate them from one-time or non-operating items

To identify sustainable, recurring earnings and separate them from one-time or non-operating items QoE work normalizes EBITDA and revenue so buyers can underwrite the business on a clean, comparable basis. It often surfaces customer credits, timing issues, aggressive accruals, and other adjustments that matter to value.

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