Answers / Financial Due Diligence

How would you handle a situation where the target company's management proposes a large add-back to EBITDA, and what factors would you consider when evaluating the justification for the add-back?

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

THE SHORT ANSWER

I would carefully review the justification for the add-back, including the underlying documentation and support, to ensure it is reasonable and consistent with industry norms. I would consider factors such as the nature of the item, its frequency and magnitude, and its impact on the company's financial performance. Additionally, I would assess whether the add-back is one-time or recurring, and whether it is properly disclosed in the company's financial statements.

WHAT INTERVIEWERS LISTEN FOR

  • Review justification for add-back
  • Consider nature and frequency of item
  • Assess impact on financial performance

COMMON MISTAKES

  • Lack of transparency in add-back justification
  • Inconsistent or unreasonable add-backs

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