Identifying Legitimate Add-Backs

In this video, James F. Davidson, President of Avant® Advisory Group, outlines the standards for recognizing valid EBITDA add-backs in M&A deals. He emphasizes the significance of supporting documentation and making sure that EBITDA adjustments are one-time and not related to recurring, core business operations.

Jim also points out frequent traps, like excessively subjective, or unsubstantiated adjustments, and clarifies how these may overstate a company’s EBITDA. Learn what qualifies as a valid add-back and how to identify overly aggressive and improper adjustments. Watch the video for Jim Davidson’s expert advice on managing this essential element of financial due diligence / Quality of Earnings analysis.

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