eCommerce LBO Underwriting Template   Excel template (XLSX)
$45.00

eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
Log in to unlock full preview.
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
eCommerce LBO Underwriting Template (Excel template (XLSX)) Preview Image
Arrow   Click main image to view in full screen.

eCommerce LBO Underwriting Template (Excel XLSX)

Excel (XLSX)

$45.00
This Accounting tool was crafted by an Accountant and Financial Modeler with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

VIDEO DEMO

BENEFITS OF THIS EXCEL DOCUMENT

  1. A reusable underwriting tool for modeling out potential ecommerce business acquisitions.

E-COMMERCE EXCEL DESCRIPTION

This product (eCommerce LBO Underwriting Template) is an Excel template (XLSX), which you can download immediately upon purchase.

Here we are looking at T12 and T3 historical data, mapping that to a pro forma, and then entering assumptions about expected future revenue and expenses in order to understand the core deal economics and potential returns. I've also included an IRR sensitivity table for exit multiple and leverage rate sensitizing.

The initial use case for this was underwriting potential ecommerce business acquisitions, but the general top-down assumptions make it usable for many types of businesses, both brick and mortar and online.

Additionally, I integrated a joint venture waterfall with IRR hurdles in case you wanted to see what the deal looks like if the deal is between an operator and investor where the operator gets higher and higher share of all distributable cash flows as the overall IRR increases for the LP (powerful incentive structure).

The primary output is a monthly and annual pro forma that extends for a maximum of 10 years. This will show EBITDA and cash flow line items based on the entered assumptions.

The purchase price can be based on an entry EBITDA multiple based on T12/T3, a revenue multiple, or a manually entered purchase price.

Revenue assumptions allow for up to 4 revenue streams, 3 contra revenue items, 5 cost of goods sold line items, 5 sales and marketing line items, and many fixed cost line items.

The user can enter the monthly expected growth rate (adjustable by quarter) for each revenue stream and that will apply to the current in-place average monthly revenue. The user can also weight the T12 and T3 data in case the more recent partial year data is more likely to be a better basis for revenue growth.

Contra revenue, cost of goods sold, and sales / marketing are all based on a defined % of revenue that is adjustable by quarter. You will be able to see the average monthly costs for all those sections based on the T12 and T3 in order to get an idea of what the actuals were like.

For fixed expenses, there are inputs to define the starting monthly cost for each and a % growth rate for those over time, adjustable by quarter.

There is a separate section for additional capex items as well.

The exit multiple is defined against trailing 12-month EBITDA from the exit month of the forecast.

The user can define how much of the initial purchase price is going to be financed with debt and the interest rate / term of that loan. It will be assumed to be fully repaid at the exit month.

Instructional video included in the file.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Best Practices in E-commerce Excel: eCommerce LBO Underwriting Template Excel (XLSX) Spreadsheet, Jason Varner | SmartHelping


$45.00
This Accounting tool was crafted by an Accountant and Financial Modeler with over 10+ years of global experience. He has served 750+ clients, from small family offices to billion-dollar corporations, across a multitude of industries.
Add to Cart
  

ABOUT THE AUTHOR

Author image
Additional documents from author: 191
Terms of usage (for all documents from this author)

I graduated in 2011 with a Bachelor's degree in Accounting and began my career as a financial analyst at a small chain of auto repair shops. After gaining valuable experience, I launched my own practice specializing in real estate underwriting, later expanding into general business modeling.

I honed my spreadsheet modeling expertise by completing over 400 projects on Upwork with a 100% success ... [read more]

Ask the Author a Question

You must be logged in to contact the author.

Click here to log in Click here register

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.
Bundle and save! You can save up to % with bundles!

View bundle(s)




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials

 
"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership
 
"FlevyPro provides business frameworks from many of the global giants in management consulting that allow you to provide best in class solutions for your clients."

– David Harris, Managing Director at Futures Strategy
 
"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group
 
"My FlevyPro subscription provides me with the most popular frameworks and decks in demand in today’s market. They not only augment my existing consulting and coaching offerings and delivery, but also keep me abreast of the latest trends, inspire new products and service offerings for my practice, and educate me "

– Bill Branson, Founder at Strategic Business Architects
 
"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy "

– Ed Kemmerling, Senior Lean Transformation Expert at PMG
 
"I have used FlevyPro for several business applications. It is a great complement to working with expensive consultants. The quality and effectiveness of the tools are of the highest standards."

– Moritz Bernhoerster, Global Sourcing Director at Fortune 500
 
"As a consulting firm, we had been creating subject matter training materials for our people and found the excellent materials on Flevy, which saved us 100's of hours of re-creating what already exists on the Flevy materials we purchased."

– Michael Evans, Managing Director at Newport LLC
 
"I am extremely grateful for the proactiveness and eagerness to help and I would gladly recommend the Flevy team if you are looking for data and toolkits to help you work through business solutions."

– Trevor Booth, Partner, Fast Forward Consulting




Save with Bundles

This document is available as part of the following discounted bundle(s):

Save %!
Industry-specific Financial Models (40+)

This bundle contains 62 total documents. See all the documents to the right.

$299.00


Add Bundle & Save


Your Recently Viewed Documents


Customers Also Like These Documents

Related Management Topics


E-commerce Integrated Financial Model Value Chain Analysis Growth Strategy Entrepreneurship Fintech Marketplace Retail Strategy

Download our FREE Digital Transformation Templates

Download our free compilation of 50+ Digital Transformation slides and templates. DX concepts covered include Digital Leadership, Digital Maturity, Digital Value Chain, Customer Experience, Customer Journey, RPA, etc.