MC

Knowledge Base

Methodology, glossary, and playbooks for separation economics diligence — written for the deal team, not just the model.

Knowledge Base/Core Concepts
Core Concepts
3 min read

Stranded Costs

Fixed costs that don't shrink when a business is divested — the single biggest driver of the gap between headline price and true proceeds.

Stranded costs are corporate and shared-service costs that remain with the seller (RemainCo) after a divestiture, even though the revenue and headcount that used to justify them are gone. A regional HR business partner supporting five brands doesn't get 20% cheaper when you sell one of the five — the cost stays, the allocation base shrinks.

They are the single largest reason a headline sale price and the seller's true economic proceeds diverge. Buyers rarely absorb 100% of shared-service cost; the rest lands on RemainCo, usually for 12–36 months until it can be resized.

Persistence
How long the cost stays stranded before it can be eliminated or reabsorbed — a 12-month contract termination fee behaves very differently from an 18-month ERP re-platforming.
Allocation base
The metric (headcount, revenue, transaction volume) used to spread a shared cost across business units. When the base shrinks, the per-unit cost of what's left rises.
Reabsorption
The point where RemainCo has resized — through attrition or vendor renegotiation — enough that the stranded cost disappears from the P&L.

Common mistake: Modeling stranded costs as a flat percentage of the divested unit's revenue. Real stranded costs are driven by contract structure and organizational design, not revenue — a $50M carve-out with a dedicated ERP instance can strand more cost than a $200M carve-out running on shared infrastructure.

In DiligenceDesk, stranded costs are the largest single deduction in the Net Proceeds Bridge — see How the Net Proceeds Bridge Is Calculated.