PE/VC · the practitioner's lab Report cover Lab

QoE & Add-back Checker

Paste an adjusted-EBITDA bridge. The checker categorises each add-back, applies the rule a decent QoE provider would apply, and tells you what's likely to come back out of the pro forma.

01 Reported earnings

02 Adjustments (one per line: amount, label)

Negative = downward adjustment. The checker reads the label and applies a rule from the bank below.

03 Bridge, scrubbed

Reported EBITDA
Seller's adjusted EBITDA
Likely accepted by QoE
In question (pending support)
Likely rejected by QoE
Pro forma EBITDA · accepted only

04 Item-by-item ruling

    The eight categories
    1. Owner comp normalisation — accepted, but only to a market rate. Don't just delete the salary.
    2. Personal expenses run through the business — accepted, with documentation.
    3. One-time legal/settlement/restructuring — accepted if genuinely non-recurring. "One-time" five years in a row is recurring.
    4. COVID / pandemic / event-driven — accepted carefully. Don't add back foregone revenue without proof of permanence; don't normalise upward and downward selectively.
    5. Foregone revenue / pro-forma growth — usually rejected. Adjusted EBITDA reflects what happened, not what could have.
    6. Run-rate price increases / not-yet-realised cost cuts — usually rejected unless the action is taken and the savings are demonstrable.
    7. Stock-based comp — controversial. Sponsors often add back; QoEs note it. We flag it.
    8. Capitalisable software / ERP / R&D — accepted as add-back if the project is bounded and definitively complete.