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Series 79: Collection, Analysis & Evaluation of Data
Series 79 practice questioneasyFinancial Modeling

A buyer expects $15 million of annual cost synergies but must incur one-time integration costs to capture them. How should the annual synergy estimate be treated in a merger model?

  1. AAs an operating benefit that improves forward EBITDA, separate from one-time non-recurring integration costs✓ Correct answer
  2. BAs a financing inflow below EBITDA
  3. CAs a reduction to purchase price goodwill
  4. DAs a tax item with no operating effect
Explanation

Why AAs an operating benefit that improves forward EBITDA, separate from one-time non-recurring integration costs

As an operating benefit that improves forward EBITDA, separate from one-time non-recurring integration costs Ongoing cost synergies raise projected earnings power, while implementation costs are usually modeled as separate non-recurring cash uses. Keeping them separate prevents bankers from overstating recurring profitability.

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