Is interest on a Line of Credit an add-back

professional profile

March 29, 2024

by a professional from Western Washington University in Spokane, WA, USA

Interest on long term debt is a generally recognized adjustment. Is interest on a Line of Credit considered an add-back? I've not seen that included before, but just encountered it. This is a small deal so is being valued by SDE.

Thoughts?

0
3
66
Replies
3
commentor profile
Reply by a searcher
from IE Business School in Florida, USA
Yes, interest expense, including interest expense from a line of credit is an add-back… and can’t think of an exception to a particular industry right now.

In summary, interest expense is below EBITDA. Your credit/financing profile is irrelevant to the value of a asset being acquired. The “cost of renting money” to buy a business does not have an effect on the value of the business and that is why it is excluded.

I like to compare it to sale of the house. Example: a seller has average credit and pays 10% interest rate on the mortgage of the house. You are the buyer and have excellent credit. You were offered 5% for the loan to buy the property. Does that affect the value of the property? No, it does not. It may only impact the amount you are able to finance.

Now use the same example but with a seller that has no debt on the property and you have bad credit, and the opposite, the seller has an expensive loan and you are a cash buyer. It does not impact the value of the asset.

The credit/risk profile, read interest, is only relevant to the owner (or potential owner) of the asset… and the lender for whatever it’s worth.

Hope this helps.
commentor profile
Reply by an intermediary
from The University of Chicago in Chicago, IL, USA
Yes, interest on LOC is an add-back. There are few exceptions; one is interest on a credit line associated with consignment inventory (e.g. auto dealership).
Value of a firm i(aka Enterprise Value or CFDF value) is independent of its existing capital structure.
commentor profile
+1 more reply.
Join the discussion