Want FREE Templates on Strategy & Transformation? Download our FREE compilation of 50+ slides. This is an exclusive promotion being run on LinkedIn.

  Please register (it's free!) or login to view the remaining preview.
If you are logged in, your referral link [?] is automatically included below.
EMBED CODE (Copy and Paste)


Advanced Financial Model presenting a potential acquisition of a public or private company using a significant amount of borrowed funds.

The model is user friendly and fully customizable and analyses the following issues:
-Determining a fair valuation for a company (including an ability-to-pay analysis)
-Determining the achieved equity returns (through IRR calculations)
-Determining the effect of recapitalizing the company through issuance of debt to replace equity
-Determining the debt service limitations of a company from its cash flows

The model includes 3 Statement Financial Model with Scenarios, Financing & Debt Schedule, Closing Balance sheet with adjustments, WACC Analysis & DCF Valuation and Summary of Credit Metrics and various Financial Ratios.

General Note

Formulas are in black, hard coded numbers in blue and links from other worksheets in green.
User needs to update only the blue colored hard coded numbers
As a general rule, try to avoid changing the formulas in the cells in the output tabs. Please contact us if you need assistance on the functionality of the template

Input - Output Data

The model includes the following input drivers & assumptions
-General Deal & Entry Assumptions
-Transaction Funding
-Debt Capital Structure
-Sources and Uses of Cash
-Growth Projections
-Exit Assumptions

The inputs produce the following:
-3 Statement Financial Model including 5-Year Forecast
-Financing & Debt Repayment Schedule
-Transaction closing calculations and closing balance sheet with adjustments
-Calculation of WACC & DCF Valuation Model including Sensitivity Analysis
-Summary of Credit Metrics and various Financial Ratios

Step by Step Methodology is included in the Excel File

Got a question about the product? Email us at [email protected] or ask the author directly by using the form to the right. If you cannot view the preview above this document description, go here to view the large preview instead.

Source: Leveraged Buyout (LBO) Financial Model Excel document

Top Flevy Author [?]

Leveraged Buyout (LBO) Financial Model

Sold by Profit Vision (this author has 105 documents)


Add to Cart

This business document is categorized under the function(s):

It applies to Private Equity

File Type: Excel (xlsx)

File Size: 178.4 KB

Related Topic(s): Valuation Model Example

Purchase includes lifetime product updates. After your purchase, you will receive an email to download this document.

Initial upload date (first version): Apr 21, 2021
Most recent version published: Apr 22, 2021

Ask the Author a Question

Must be logged in Click here to log in

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

Investment Models


This bundle contains 4 additional documents.

View Full Details

Excel workbook
Excel workbook
Excel workbook
Excel workbook



Since 2012, we have provided best practices to over 5,000 businesses and organizations of all sizes across the world—in over 130 countries. Below is just a very small sample of our customer base.

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.


Excel workbook
Excel workbook
Excel workbook
Excel workbook and supporting Excel workbook
Excel workbook
Excel workbook
Author: pdA63Utu



Become your organization's resident expert on...

Digital Transformation
Post-merger Integration (PMI)
Strategy Development
Organizational Design (OD)
Performance Management
Business Transformation
Customer-centric Design (CCD)
Organizational Culture (OC)
Interested in something else? Browse our 500+ Business Toolkits of best practices, each focused on a specific management topic.