Equity Sale Financial Model   Excel template (XLSX)
$99.00

Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Flevy is the marketplace for business best practices.
Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Equity Sale Financial Model (Excel template (XLSX)) Preview Image
Arrow   Click main image to view in full screen.

Equity Sale Financial Model (Excel XLSX)

Excel (XLSX) + Excel (XLSX)

$99.00
This financial model is built by former Deloitte financial modeling professionals, accountants, and CFA charterholders. Their financial models have been used by over 4,000+ clients worldwide.
Add to Cart
  


Immediate download
Fully editable Excel
Free lifetime updates

VIDEO DEMO

BENEFITS OF THIS EXCEL DOCUMENT

  1. Determine indicative valuation of business
  2. Model equity sale proceeds and run scenario analyses
  3. visualise equity sale outputs

PRIVATE EQUITY EXCEL DESCRIPTION

This product (Equity Sale Financial Model) is an Excel template (XLSX) with a supplemental Excel document, which you can download immediately upon purchase.

MODEL OVERVIEW

An equity sale of a business involves the transfer of ownership by selling shares or ownership interests in the company to a buyer. In this type of transaction, the buyer acquires part or all of the business itself. Equity sales are common in mergers and acquisitions, succession planning, or when raising growth capital.

Our comprehensive equity sale financial model is designed for business shareholders seeking to sell equity stakes to financial institutions or private investors. It provides them with a structured framework to project and analyse the financial outcomes of an equity sale. Specifically, it equips users to:
· Determine indicative valuation of the business: Utilise discounted cash flow (DCF) and comparative analysis methods to determine the company's intrinsic value and the ideal equity offer price.
· Model Equity Sale Proceeds: Calculate gross and net equity sale proceeds, incorporating primary and secondary share allocations as well as fees.
· Determine Ownership Changes: Assess the impact of the equity sale on ownership structures and issued share capital.
· Evaluate Post-Sale Valuations: Analyse post-sale valuations after investing the proceeds, providing insights into returns for both existing and new shareholders.
· Compare pre and post sale Financial Metrics for the business: Contrast key financials and ratios pre- and post-sale to gain a clearer understanding of the impact of any primary share allocations.
· Run Scenario Analyses: Explore various scenarios for key equity sale variables to assess potential impacts and prepare for uncertainties.

This model adheres to best practices in financial modelling, incorporating clear instructions, checks, and input validations to ensure accuracy and ease of use.


KEY OUTPUTS

•  Key equity sale outputs including offer price, valuation, gross and net equity sale proceeds, issued share capital and post-sale ownership and returns
•  Valuations pre and post sale to determine ideal offer price, impact of equity sale and returns for new and existing shareholders
•  Projected full financial statements (Income Statement, Balance Sheet and Cash flow Statement) across 5 years presented on a yearly basis for the company pre and post sale;
•  Ratio Analysis based on projected financial statements
•  Charts comparing pre and post sale key financial metrics and ratios


KEY INPUTS

Setup Inputs:
•  Names of transaction and company;
•  Currency;
•  Equity sale date;
•  Companies for comparative analysis;
•  Naming for current and new shareholders
•  Naming for equity sale scenarios;

Assumptions:
•  Latest P&L and balance sheet actuals;
•  Forecast income statement and balance sheet assumptions with and without equity sale primary share proceeds
•  Valuation inputs including key financials for comparative companies, discount rates and terminal growth rates;
•  Equity sale assumptions including offer price discounts, primary and secondary share and expected Equity sale fees under 3 scenarios.
•  Pro-forma opening balance sheet adjustments.


MODEL STRUCTURE

The model comprises of 8 tabs split into input ('i_'), calculation ('c_'), output ('o_') and system tabs. The tabs to be populated by the user are the input tabs which include ‘i_Setup' for model and transaction general assumptions and ‘i_Pre_Sale for specific projection assumptions relating to the company pre-equity sale and ‘i_Sale_Assump' for the detailed equity sale assumptions. The calculation tabs uses the user-defined inputs to calculate and produce the projection outputs which are presented in the calculation tabs and ‘o_Dashboard' tab.


KEY FEATURES

•  The model follows good practice financial modelling guidelines and includes instructions, checks and input validations to help ensure input fields are populated accurately;
•  The model enables the user to prepare projections across 5 years and valuations for the business on a pre and post-sale basis;
•  The model includes the possibility to model 3 scenarios for key equity sale assumptions including offer discount rates, equity sale fees and expected changes in projections post sale.
•  The model is not password protected and can be modified as required following download;
•  The model is reviewed using specialised model audit software to help reduce risk of formula inconsistencies;
•  Apart from projecting revenue and costs the model includes the possibility to model receivables and payables, inventory, fixed assets, borrowings, dividends and corporate tax;
•  Business name, currency, timeline and equity sale date are fully customisable;
•  The model included valuations on both discounted cash flow basis (DCF) and comparative analysis basis with user-define weights for each approach;
•  The model includes a checks dashboard which summarises all the checks included in the various tabs making it easier to identify any errors.


SUPPORT / MODIFICATIONS

We are keen to ensure our customers are satisfied and find the models useful for their financial projection needs. Our models are developed with the user in mind and include instructions, line-item explanations, checks and input validations to ensure they are as user-friendly and easy to use as possible without requiring extensive knowledge of Microsoft Excel, finance or accounting. If any questions do arise, we are more than happy to assist. We are also happy to support with any be-spoke modifications you may require to the models to better suit your business needs. To get in touch, please send us a message through the website or contact us on:

We are also always keen to receive feedback so please do let us know what you think of our models by sending us a message or submitting a review

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 Private Equity, Integrated Financial Model Excel: Equity Sale Financial Model Excel (XLSX) Spreadsheet, Projectify


$99.00
This financial model is built by former Deloitte financial modeling professionals, accountants, and CFA charterholders. Their financial models have been used by over 4,000+ clients worldwide.
Add to Cart
  

ABOUT THE AUTHOR

Author image
Author: Projectify
Additional documents from author: 122
Terms of usage (for all documents from this author)

We are financial modelling professionals, accountants and CFA charterholders with experience working within Deloitte supporting clients with their financial planning and decision support needs. Our aim is to provide robust and easy-to-use financial models that follow good practice financial modelling guidelines and assist individuals and businesses with key financial planning and analysis ... [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.




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 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
 
"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
 
"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
 
"I like your product. I'm frequently designing PowerPoint presentations for my company and your product has given me so many great ideas on the use of charts, layouts, tools, and frameworks. I really think the templates are a valuable asset to the job."

– Roberto Fuentes Martinez, Senior Executive Director at Technology Transformation Advisory
 
"As a niche strategic consulting firm, Flevy and FlevyPro frameworks and documents are an on-going reference to help us structure our findings and recommendations to our clients as well as improve their clarity, strength, and visual power. For us, it is an invaluable resource to increase our impact and value."

– David Coloma, Consulting Area Manager at Cynertia Consulting
 
"FlevyPro has been a brilliant resource for me, as an independent growth consultant, to access a vast knowledge bank of presentations to support my work with clients. In terms of RoI, the value I received from the very first presentation I downloaded paid for my subscription many times over! The "

– Roderick Cameron, Founding Partner at SGFE Ltd
 
"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."

– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)
 
"As a small business owner, the resource material available from FlevyPro has proven to be invaluable. The ability to search for material on demand based our project events and client requirements was great for me and proved very beneficial to my clients. Importantly, being able to easily edit and tailor "

– Michael Duff, Managing Director at Change Strategy (UK)


Your Recently Viewed Documents


Customers Also Like These Documents

Related Management Topics


Integrated Financial Model Financial Analysis Private Equity M&A (Mergers & Acquisitions) Real Estate Valuation Model Example Deal Structuring ROI

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S, Balanced Scorecard, Disruptive Innovation, BCG Curve, and many more.