Answers / Financial Due Diligence

What is an earn-out and how does FDD support it?

An advanced Financial Due Diligence question — expect it in final rounds and case-heavy interviews (IB, PE, Big-4 Transaction Services).

THE SHORT ANSWER

An earn-out is contingent consideration: additional payments if the target achieves financial milestones post-closing. FDD supports by: (1) assessing whether the earn-out targets are achievable based on historical trends, (2) analyzing whether the buyer can manipulate the earn-out metric, (3) recommending appropriate metrics (revenue is harder to manipulate than EBITDA), (4) defining measurement methodology in the SPA. 50%+ of earn-outs end in disputes.

WHAT INTERVIEWERS LISTEN FOR

  • Contingent consideration definition
  • Achievability of earn-out targets
  • Buyer manipulation risk
  • Appropriate metric selection
  • Measurement methodology in SPA

COMMON MISTAKES

  • Ignoring dispute statistics
  • Confusing earn-out with escrow
  • Assuming all metrics are equally reliable

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