Quality of Earnings adjustments template
The schedule at the heart of every QoE report: reported EBITDA, management adjustments, diligence adjustments and adjusted EBITDA by period, driven by an adjustments log with category, evidence and status columns.
Built into ZAF Tools workflows and generated from your mapped trial balance.
- Adjustments log with 12 standard categories
- Reported-to-adjusted EBITDA by period
- Run-rate and pro forma columns
- Checklist of 40 common add-backs and deductions
Why it matters in due diligence
This is one of the core workpapers of a financial due diligence engagement. The layout above is the one we used on live mandates before automating it in ZAF Tools.
Build it from your trial balance instead
Inside ZAF Tools, Import and Map TB, AI Map and Build FS create the statements this schedule draws on. Run Full FDD then produces statements, commentary and management questions in one pass. See how Quality of Earnings works, or calculate the hours saved.
Comparing tools? See ZAF Tools vs cloud QoE platforms.
More from the template library
Insert this template from the ZAF ribbon
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