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Capped Linear Earn-Out Calculator

Calculate a specified earn-out above a performance hurdle, subject to a payout cap.

6 min guideTransparent methodologyUSDGo to calculator ↓
01 / UNDERSTAND THE CONCEPT

Conditional consideration needs a payout rule.

An earn-out links additional purchase consideration to a later performance measure. This model represents one specific structure: a linear payout on performance above a hurdle, capped at a maximum amount.

Accounting definitions, buyer control, integration choices and dispute mechanisms often drive the real economics. A revenue hurdle and an EBITDA hurdle are not interchangeable, even when the payout arithmetic looks identical.

02 / THE MATHEMATICS

The formula, made clear.

Earn-out = min(cap, max(0, measured performance − hurdle) × payout multiplier)
Performance measure
One contractually defined amount for a stated measurement period.
Payout cap
Maximum additional consideration under this single tranche.
03 / A WORKED EXAMPLE

Put the numbers in context.

$4,000,000.00 performance against a $3,000,000.00 hurdle at 2× produces $2,000,000.00 earn-out, below a $5,000,000.00 cap. With $15,000,000.00 base consideration, total consideration is $17,000,000.00.

Illustrative scenario · USD
InputExample value
Guaranteed base consideration$15,000,000.00
Measured performance$4,000,000.00
Performance hurdle$3,000,000.00
Payout per unit above the hurdle2 ×
Maximum earn-out$5,000,000.00
Conditional earn-out payment$2,000,000.00
MODEL BOUNDARIES

What this calculation assumes

One linear tranche and one performance period. No probability weighting, discounting, catch-up, binary thresholds, overlapping tranches, clawbacks or tax. Output is contractual scenario consideration, not fair value.

FROM UNDERSTANDING TO ACTION

What to consider next.

Compare downside, hurdle and cap scenarios. Discounting and probability assessment require a separate, explicit framework.

How we approach financial models →
THE OAKSHORE NETWORK

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