CapabilitiesEarn-Out Monitoring
Stay ahead of every earn-out.
Track each earn-out's metric, periods, adjustments and deadlines. Get a draft statement for every period from the actuals, and see what's owed, when, across every deal.
Earn-Out Monitoring
What's included.
Every agreement
Each earn-out on the deal, with the company it measures and the document behind it.
The right metric
Revenue, gross profit or EBITDA, as the agreement defines it.
Measurement periods
Annual, semiannual, quarterly or cumulative, each with its end date.
Adjustments
Add-backs, carve-outs and pro forma adjustments, itemized each period.
Draft statements
A draft earn-out statement for the period, ready to review before it goes to the seller.
Objection deadlines
The dispute window, tracked so it never lapses.
Payments
When each payout is due and what it's likely to be on current numbers.
Across the portfolio
Next period end, next objection deadline and next payment, for every deal.
How it connects
Every period, the same discipline.
- AgreementMetric and periods
- ActualsFrom the ERP
- AdjustmentsItemized
- Draft statementReady to review
- PayoutOn the date
Working alongside you
Ernie drafts each period's statement from the numbers, so your team starts from a draft instead of a blank page.
Part of the whole deal
Nothing starts from scratch. Nothing gets left behind.
After
Deadlines go to owners' queues. Exposure shows up in portfolio monitoring and board packs.