Private Equity & Investment Funds

M&A Exit - Earnout Payment Received (Contingent Consideration)

Recording the receipt of an earnout payment from the acquirer of a portfolio company, triggered when the portfolio company achieves agreed post-closing performance milestones.

Account NameTypeDebit ($)Credit ($)
Cash & Cash EquivalentsAsset (+)2,000,000.00-
Earnout Receivable - Portfolio Co. U (Derecognition)Asset (-)-1,600,000.00
Net Realized Gain - Earnout True-UpIncome (+)-400,000.00

💡 Accountant's Note

Earnouts are contingent consideration paid by the buyer if the portfolio company achieves specific revenue, EBITDA, or other milestones post-closing. The fund initially records the earnout at estimated fair value (probability-weighted). When actually received, any difference from the estimated fair value is recognized as additional realized gain or loss. Earnouts can extend 2–5 years post-exit.

Practitioner & Systems Framework

💻 ERP Architecture

Track earnout milestones and measurement periods in the fund's sub-ledger. Update the fair value estimate each quarter based on portfolio company performance versus target metrics. Coordinate with fund counsel if the acquirer disputes the milestone achievement.

⚠️ Audit Flags

Auditors verify the milestone achievement calculation per the purchase agreement formula. Any disputes with the acquirer regarding earnout computation require disclosure as a contingent liability. The fair value of uncollected earnouts is a key audit estimate.

📄 Required Documentation

Purchase agreement earnout provisions, milestone measurement calculation, acquirer's earnout notice and payment, any dispute correspondence, fair value assessment of remaining uncollected earnout.

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