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PE & Operations

What Is EBITDA Add-Back?

Expenses added back to earnings before interest, taxes, depreciation, and amortization to reflect the true recurring profitability of a business.

EBITDA Add-Back Explained

EBITDA add-backs adjust reported earnings to reflect how a business would perform under new ownership. Buyers and PE firms use add-backs to calculate "adjusted EBITDA," which represents the normalized, recurring profitability of the company.

Common add-backs include owner compensation above market rate, one-time legal or consulting fees, personal expenses run through the business, and non-recurring costs like office relocation. The logic is simple: these costs will not exist after the acquisition.

Add-backs directly impact valuation. If a business sells at 6x EBITDA and you can justify $500K in add-backs, that is $3M in additional enterprise value. This makes add-back documentation one of the highest-ROI activities in M&A preparation.

The risk is aggressive add-backs that buyers will not accept. Legitimate add-backs are well-documented, clearly non-recurring, and defensible with supporting evidence. Aggressive add-backs invite scrutiny and reduce buyer confidence.

Why EBITDA Add-Back Matters

For business owners preparing for sale, properly documented add-backs can increase valuation by 20-40%. For PE firms evaluating acquisitions, scrutinizing add-backs prevents overpaying. The quality of add-back documentation often determines deal confidence.

How to Calculate EBITDA Add-Back

Adjusted EBITDA = Reported EBITDA + Legitimate Add-Backs

Common Mistakes

  1. 1

    Adding back expenses that are clearly recurring operating costs, not one-time items

  2. 2

    Lacking documentation to support add-backs, which triggers buyer skepticism

  3. 3

    Over-relying on add-backs to make a weak business look profitable

EBITDA Add-Back in Practice

A home services company reported $1.2M EBITDA. After documenting $400K in add-backs (owner salary above market, wife's car, one-time legal settlement), adjusted EBITDA was $1.6M. At a 5x multiple, this added $2M to the sale price.

Frequently Asked Questions

What are the most common EBITDA add-backs?

Owner compensation above market rate, personal expenses through the business (vehicles, travel, insurance), one-time legal or consulting fees, non-recurring repair or renovation costs, and below-market rent paid to a related party. Each must be documented and defensible.

How many add-backs will a buyer accept?

There is no fixed limit, but buyers get skeptical when add-backs exceed 25-30% of reported EBITDA. Each add-back needs supporting documentation. The more add-backs you claim, the more scrutiny the buyer's QoE (Quality of Earnings) analysis will apply.

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