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M&A Software Glossary

What is quality of earnings?

Quality of earnings is an analysis that tests how sustainable and accurate a target reported earnings are, normalising them to a defensible run rate.

What is quality of earnings? Quality of earnings, often shortened to QoE, is the diligence analysis that looks behind reported profit to test how durable and repeatable a target earnings really are. It strips out one off items, normalises run rate costs, and gives the buyer a defensible view of sustainable EBITDA. In software M&A a quality of earnings review intersects directly with licensing, because an unbudgeted true up or an under provisioned software run rate can flatter earnings today and become a real cost tomorrow.

Why quality of earnings connects to software licensing

A quality of earnings review normalises the costs that keep a business running, and software is one of the largest and least understood of them. If a target has been under provisioning for its true software run rate, deferring renewals, or carrying an unrecognised compliance shortfall, its reported EBITDA is overstated. A buyer pricing the deal on that EBITDA pays a multiple on earnings that will not persist. Bringing licensing analysis into the quality of earnings work corrects the run rate and surfaces the looming true up before it is capitalised into the price.

What a software aware quality of earnings adds

Standard quality of earnings work treats software as a line of spend. A software aware review goes further. It tests whether the current run rate is sustainable, whether renewals have been deferred to flatter margins, whether a known shortfall has been provisioned, and whether change of control terms will reprice agreements after the deal. Each of these adjusts normalised EBITDA. The result is a price built on earnings that survive contact with the combined estate rather than ones that unravel in the first renewal cycle.

Quality of earnings and the effective license position

The two analyses reinforce each other. The effective license position quantifies the compliance exposure, and the quality of earnings review translates the ongoing run rate impact into normalised earnings. Together they give a buyer both the one off cost to cure and the recurring cost the business will actually carry. This work is commercial and licensing advisory, not legal advice.

Reported against normalised EBITDAA bar comparison of reported EBITDA against EBITDA normalised for true software run rate and a looming true up.Reported against normalised EBITDAindexed 0 to 100Reported EBITDAindex 100Software normalisedindex 82
Software adjustments in a quality of earnings review
AdjustmentWhat it testsEffect on EBITDA
Sustainable run rateIs current spend realisticOften raises cost
Deferred renewalsWere renewals pushed outReveals hidden cost
Compliance shortfallIs a true up provisionedAdds a future charge
Change of control repricingWill terms reset on closeIncreases run rate

Key takeaways

  • Quality of earnings tests how sustainable and accurate a target reported earnings are.
  • Unbudgeted software true ups and under provisioned run rate can flatter EBITDA.
  • A software aware review normalises earnings for the real licensing cost.
  • It works alongside the effective license position to give one off and recurring exposure.

Recommendations for buyers

  1. Bring software into the QoE. Treat licensing as an earnings driver, not just a line of spend.
  2. Test the run rate. Check whether current software spend is sustainable or has been deferred to flatter margins.
  3. Provision the shortfall. Reflect any compliance exposure and looming true up in normalised EBITDA.
  4. Model change of control repricing. Adjust for agreements that reset terms when the deal closes.

Related reading: see the M&A software glossary hub, plus effective license position and cost to cure.

Frequently asked questions

What does quality of earnings measure?
It measures how sustainable and repeatable a target earnings are, normalising reported profit for one off items and run rate costs to give a defensible EBITDA.
How does software affect quality of earnings?
Software is a major run rate cost. Under provisioning, deferred renewals or an unrecognised compliance shortfall can overstate EBITDA, so a software aware review corrects the normalised figure.
Is quality of earnings the same as an audit?
No. A financial audit checks that statements comply with accounting standards. Quality of earnings is a buyer side diligence analysis of how durable the earnings actually are.
How does QoE relate to the cost to cure?
The cost to cure is the one off price of compliance, while the quality of earnings review captures the recurring run rate impact, so together they show the full earnings effect.

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