A Theory of Covenant Accounting Adjustment

Fuente: arXiv
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Main Authors: Gao, Pingyang, Jiang, Xu, Lu, Jinzhi
Format: Preprint
Published: 2026
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_version_ 1866908973517504512
author Gao, Pingyang
Jiang, Xu
Lu, Jinzhi
author_facet Gao, Pingyang
Jiang, Xu
Lu, Jinzhi
contents We develop an incomplete-contracting model with accounting-based covenants to study how covenant accounting adjustments are made and what properties they exhibit. Standard accounting rules (e.g., GAAP) can generate false-alarm errors or undue-optimism errors. The manager can exert costly effort to privately identify these errors and propose adjustments. If errors are not corrected, control rights may be inefficiently allocated, leading to costly renegotiation. We show that (1) adjustments always correct false-alarm errors, but correct undue-optimism errors only when their magnitude is small; and (2) the manager may expend socially wasteful effort to identify these errors. The model yields testable empirical predictions and policy implications.
format Preprint
id arxiv_https___arxiv_org_abs_2604_15661
institution arXiv
publishDate 2026
record_format arxiv
spellingShingle A Theory of Covenant Accounting Adjustment
Gao, Pingyang
Jiang, Xu
Lu, Jinzhi
General Economics
Economics
We develop an incomplete-contracting model with accounting-based covenants to study how covenant accounting adjustments are made and what properties they exhibit. Standard accounting rules (e.g., GAAP) can generate false-alarm errors or undue-optimism errors. The manager can exert costly effort to privately identify these errors and propose adjustments. If errors are not corrected, control rights may be inefficiently allocated, leading to costly renegotiation. We show that (1) adjustments always correct false-alarm errors, but correct undue-optimism errors only when their magnitude is small; and (2) the manager may expend socially wasteful effort to identify these errors. The model yields testable empirical predictions and policy implications.
title A Theory of Covenant Accounting Adjustment
topic General Economics
Economics
url https://arxiv.org/abs/2604.15661