What is an Earn-out?

Understanding Earn-Outs in M&A Transactions

In the world of mergers and acquisitions (M&A), one of the most powerful tools used to bridge a valuation gap between buyers and sellers is the earn-out. Today, I’m going to walk you through what an earn-out is, when to use it, and how to structure one so that both parties benefit.

What Is an Earn-Out?

An earn-out is a contingent payment made to the seller of a business based on the future performance of that business. It’s typically used in M&A deals when the buyer and seller disagree on the value of the company—often due to uncertain future projections or market risks.

Instead of walking away from a deal, the buyer might agree to pay a portion of the purchase price up front and the rest later—if the business meets specific financial targets, such as revenue or profit goals.

Why Use an Earn-Out?

The most common use of an earn-out is to overcome a valuation gap. For example, if a seller is asking for $2 million and the buyer is only willing to pay $1.5 million, an earn-out can bridge that $500,000 difference.

An earn-out can:

  • Provide downside protection for buyers if the business underperforms.

  • Offer upside potential to sellers if the business continues to grow.

  • Align incentives between both parties.

When structured properly, it can be a win-win. But it's important to note: According to KPMG, only 15% of earn-outs are fully paid. That statistic makes sellers understandably cautious.

How to Structure a Fair Earn-Out

To make an earn-out successful, start with simplicity. Here's how we advise structuring it:

1. Start with a Straightforward Offer

Even if the seller’s asking price seems high, begin with a clean all-cash offer. If that’s rejected, then consider using an earn-out to close the gap creatively.

2. Use a Realistic Example

Let’s say:

  • The seller wants $2 million.

  • You’re only comfortable offering $1.5 million.

  • A $500,000 earn-out can be tied to performance over the next 2–3 years.

You can structure the earn-out so that the additional $500,000 is paid if the business meets specific metrics.

3. Choose the Right Metric

Sellers often worry that buyers will manipulate profit numbers to avoid paying the earn-out. So picking the right performance metric is key.

Common metrics include:

  • Revenue: This is straightforward and hard to manipulate. For example, if a business does $5 million in annual revenue, the earn-out might pay out if it stays at or above that level.

  • Gross Profit: This is a more balanced metric. If raw materials spike or operating costs rise post-sale, it ensures the business is still generating sufficient returns.

A typical payout structure might be:

  • $500,000 earn-out

  • Paid over 3 years

  • 1/3 of the amount released each year if performance goals are met

Strategic Advantages for Sellers

Earn-outs aren’t just for buyers. Sellers can use them to negotiate a higher total purchase price—especially if they’re confident in their business's future performance.

For example:

  • The buyer offers $1.5 million upfront.

  • You negotiate an additional $750,000 as an earn-out.

  • If the business performs, you walk away with $2.25 million—more than your original asking price.

Earn-outs can be a smart move if:

  • The buyer is well-positioned to grow the company post-sale.

  • You’re confident in the company's trajectory.

  • The terms are clearly defined and achievable.

Final Thoughts: Proceed with Caution

Earn-outs can be a powerful way to bridge valuation differences and align incentives, but choose your buyer carefully. The success of an earn-out depends on the buyer’s ability to run and grow your business effectively.

If you're considering an earn-out as part of your M&A deal, it’s critical to structure it thoughtfully—and partner with a buyer who has both the intent and capability to follow through.

 
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