LOI acquisition price - static dollar value vs EBITDA multiple?

searcher profile

December 05, 2023

by a searcher from University of Pittsburgh in Philadelphia, PA, USA

We've recently submitted an LOI - our third to date - that offered a static dollar value for the acquisition price with the following language:

The purchase price for the Assets would be $X (which is based on an earnings multiple of Y of 2022 adjusted EBITDA of $Z)

We got feedback from the broker that they expect that the earnings multiple is what will remain static throughout the exclusivity period, at the end of which the "final price" will be set based on LTM EBITDA. Is this standard? We've never seen this before. I understand from the sellers perspective if we are to go under LOI with a static price today, they'll lose any upside over the next 90 days of running the business. How is this normally accounted for in the LOI? To date, we've priced our offers based on performance through the acquisition period (i.e. based on LTM EBITDA of management projections through the end of the exclusivity period) but still express it as a multiple of today's LTM EBITDA.

In the case that you submit a static multiple instead of a static dollar amount, how does that work with an SBA loan if you're close to the DSCR limit? Presumably the term sheet won't wait for all of future revenues.

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commentor profile
Reply by a lender
from Eastern Illinois University in 900 E Diehl Rd, Naperville, IL 60563, USA
Great question. I have certainly seen multiples be used as the static price guide before, but that is rare. Usually I see the multiple as limit to prevent cash flow falling below a certain level. Usually I do not see it as a means to move the price up.

Your bigger issue is going to be with your SBA financing if you are going that route. The price you are paying needs to be set before closing and everything related to the approval needs to be based on that price. Any changes to the price upwards could cause the whole deal to need to be modified. If you are going to potentially have a higher price paid, you will need a date likely two weeks before closing where you will finalize the purchase price.

The larger concern though is what will the cash flow support. Most SBA lenders are going to want to hit their minimum DSCR ratios in both 2022 and on an interim basis in###-###-#### If cash flow is up and the value is too high where you are no longer meeting those ratios in 2022, that could kill the deal from an SBA lender perspective.

My recommendation would be to go back and be honest with the seller and broker about what you are trying to accomplish and let them know it will not work for you or your lender to have that be a variable number. Or set a maximum number it will not go higher than, which will need to be a number that will still work with your financing.

If you need any assistance analyzing the financing side and determining what the maximum price you can pay and still make the loan work, we are more than happy to provide that analysis. We do not charge anything to analyze deals. You can reach me here or directly at redacted Good luck with your negotiations.
commentor profile
Reply by an investor
from Columbia University in Dallas, TX, USA
I find it helpful to have hard numbers, not ranges and not merely multiples. Give a headline number of valuation, but then state the basis for the number and that the LOI is subject to due diligence, verification/confirmation, so that you can revisit and adjust numbers. Buyers want the headline number to know they have a deal. And as you break that down into cash, deferred, note, earnout, rollover etc. baskets, if you don't have a sophisticated seller, they are going to get lost and could face some disappointment later in the process if they misunderstood. So, I suggest you clearly indicate both the overall value and what is to be paid in cash upfront, including what portion may be held back/escrowed. Lots of sellers think they have a $5 million deal and feel misled when they see the cash they get at closing is much less. It's helpful later to have that very clear in the LOI.
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