31. Divestments

Adjust exit metrics for the divestment of operating entities that make incremental changes to the company’s effective balance sheet and P&L.

 

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Key Concept: When portfolio companies sell operating assets, like a business unit with its own P&L, it changes the value creation ending point. Effective Exit metrics must represent a combination of the company’s capital structure and income statement at exit, and the incremental impact of the capital and income that was disposed. The mathematics of the combination depend upon how proceeds from the sale are used by the portfolio company.

 


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