A well-executed Quality of Earnings (Q of E) empowers investors, acquirers, lenders, and other stakeholders with a clear, independent assessment of a company’s core recurring earnings. By identifying and excluding non-recurring items, determining acceptable add-backs, and normalizing reported results, the Q of E process delivers transparency that mitigates potential valuation overstatement and supports robust transaction structuring.

Whether engaging in buy-side or sell-side activity, establishing an agreed framework for adjustments —determined via the Q of E — improves buyer and seller alignment that facilitates deal close while minimizing potential post-close disputes. This video explains:

  • What a Q of E review entails
  • How investors benefit from enhanced earnings clarity
  • How specified add-back and adjustment frameworks influence valuation and purchase price
  • Best practices for applying Q of E findings to deal negotiations and integration planning

This presentation explains how a Q of E mitigates valuation risk and facilitates M&A deal execution for private-equity and family office investors, and corporate acquirers.

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