Process Experience

Working capital, quiet leverage.

Enterprise value is the headline number. Equity value is what founders actually get wired. Between them, balance-sheet math quietly redistributes 15 to 25 percent of the deal, in an accounting schedule most founders never fully understand.

The number a founder remembers is the one on the LOI. The number that hits the bank account is something else entirely. Between the two sits an expansive schedule of balance-sheet mechanics that most sellers do not fully understand, and it moves millions in proceeds.

On a $100M deal, the gap between enterprise value and the equity that wires at close is routinely 15 to 25 percent. That gap is negotiated line by line by diligent, expensive specialists whose job is to reduce the proceeds paid to founders.

The bridge from EV to equity

Most deals are priced "cash-free, debt-free." Sellers keep the cash and pay off the debt, and they leave behind a "normal" amount of working capital. That creates three negotiated baskets, cash, indebtedness, and working capital. Together they make up net debt, and each one is a lever the buyer can pull on the way from the headline number to the wire.

Each basket is set by people, not formulas. And on the buyer’s side, three separate firms are paid to work them.

The bridge from enterprise value to proceeds
$M 0 25 50 75 100 Enterprise value LOI headline $100 Funded debt Bank debt, notes −$15 Excess cash Above operating +$4 Other indebtedness Found in diligence −$7 WC shortfall Delivered vs. peg −$3 Equity to shareholders Wired at close $79 The three baskets · each negotiated · each subjective $21M 21% of EV redistributed in close mechanics never mentioned in the LOI
Enterprise value is what the LOI says. Equity value is what hits the wire. The gap is negotiated, or benchmarked, by specialists whose job is to reduce proceeds.

The diligence asymmetry

The founder calls the books accrual. Sometimes they are. Almost always there are exceptions, and three diligence firms, all paid by the buyer, will find them. The findings that add to liabilities get logged. The ones that add to assets quietly do not.

  • Quality of earnings restates the P&L, and the balance sheet with it. Deferred commissions, accrued bonuses, miscategorized prepaids: accrual exceptions become reclassifications, and reclassifications hit the working-capital peg.
  • Tax hunts for the contingent liability: sales-tax nexus, misclassified contractors, uncertain positions. Each becomes a reserve, an escrow, or a holdback.
  • Commercial re-grades the customer book. Deferred-revenue cohorts, customer deposits treated as debt-like, one-time revenue stripped from run-rate. Each finding flows back to working capital.

The asymmetry is the point. Across the three firms, millions of liabilities surface, while legitimate asset add-backs, the understated royalty income, the unbilled receivables, the missed R&D credit, are left on the floor because no one on the buyer’s side is paid to find them.

Many of those findings land in one place: the working-capital peg. And working capital is not a static number, it moves with the business.

Flattening the working capital cycle into one number

Working capital is the money tied up in running the business between paying suppliers and getting paid by customers. The cycle has a rhythm, and the rhythm has seasons. The peg averages the whole cycle into a single figure. The closing date determines who benefits from that average, and the buyer usually controls the date.

The cycle and the peg that flattens it
NET WORKING CAPITAL Current assets Current liabilities THE CASH CYCLE · ONE FULL TURN THE CYCLE REPEATS CUSTOMER BOOKS CONTRACT DEFERRED REVENUE LIABILITY REVENUE RECOGNIZED ACCOUNTS RECEIVABLE ASSET CASH COLLECTED ACCOUNTS PAYABLE LIABILITY NWC by month · T12 $M · same business, seasonal 0 5 10 15 20 J F M A M J J A S O N D T12 peg · $13M Buyer pushes for Aug close · delivered $9M Shortfall $4M Same business. Different closing date. $4M of equity moves on timing alone. The cycle is the rhythm. The peg is the flattening.
The peg is an average, and an average hides the peaks and troughs. Closing in a low-working-capital month hands the buyer the shortfall.
  • At minimum, deferred revenue should be moved out of indebtedness and into working capital.
  • Business seasonality must inform the peg basis: trailing twelve, six, or three months, or a weighted average, depending on the revenue pattern.

The deferred revenue dial

For software businesses, deferred revenue is often the single largest current liability on the balance sheet. Meaning it has the greatest impact on shareholder proceeds. The buyer treats every deferred dollar as debt owed at face value. The seller marks it at cost-to-deliver. That gap is pure gross margin, and for SaaS that is most of the revenue.

$1.0M of deferred revenue, two treatments
$1.0M $0.6M $0.2M 0 Buyer’s view Face value · debt-like −$1.00M Seller’s view Cost to fulfill · ~20% −$0.20M $0.80M THE GAP
A SaaS business at 80% margin spends about $0.20 to deliver $1.00 of revenue. Counting the full dollar as debt hands the other $0.80, the earned margin, to the buyer. On $10M of deferred revenue, roughly $8M of equity turns on one definitional clause.

What a negotiator can recover

Take the same business, the same close date, the same buyer. Run it once with a senior negotiator on the seller’s side and once without. On an identical balance sheet, the two outcomes differ by millions.

Same $100M EV deal, two negotiations
Mechanic
Founder-led
Banker-led
Peg methodology
T12 average accepted at the buyer’s first proposal. Seasonality not adjusted.
Peg negotiated with seasonality context. Closing date moved to a favorable-WC window.
Deferred revenue treatment
Treated as debt-like at face value, the buyer’s standard form.
Capped at cost-to-fulfill or moved to working capital.
"Other indebtedness" schedule
Open-ended list. Buyer adds accrued bonuses, deferred commissions, warranty.
Enumerated and capped in the LOI. New items require seller consent.
True-up mechanic
30-day true-up. Sellers pay pro-rata out of escrow.
45-day true-up, mutual work papers, independent accountant on disputes.
Equity at close vs. EV
79% of EV. The "quiet" 21% redistribution.
92% of EV. Thirteen points recovered on the same balance sheet.
Same balance sheet, same buyer. Thirteen points of enterprise value can be recovered when experts sit on both sides of the table.

Where net debt is won

Working capital is not "addressed at close." It is shaped before the LOI, defined in the LOI, defended during diligence, and reconciled after. Value is won or lost at each of those four stages.

  • Before the LOI, clean the book. GAAP-conform the last 18 months, identify deferred-revenue cohorts, pre-list every accrued item. By the time the buyer’s team digs in, there should be nothing left for them to discover.
  • In the LOI, define the terms. Working-capital peg methodology, deferred-revenue treatment, cash and indebtedness definitions.
  • During diligence, defend the schedule. Three firms surface findings; each finding meets a counter-finding. Asset add-backs require the same advocacy as liability add-ons.
  • After close, survive the true-up. Forty-five days, both sides re-run the math, disputes go to an independent accountant. The escrow is the seller’s, until proven otherwise.

Everyone celebrates the number in the LOI. What actually reaches the founder’s account is settled weeks later, in the net debt negotiations, where the quiet leverage lives.

The next step

Recover the quiet leverage.

A 30-minute working session with the senior team. We’ll walk your balance sheet, identify the peg traps, and show you the schedule changes that recover the equity value the LOI would otherwise concede.

Schedule a Working Session →
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