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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.
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
-Debt Capital Structure
-Sources and Uses of Cash
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 "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 Valuation Model Example Excel: Leveraged Buyout (LBO) Financial Model Excel (XLSX) Spreadsheet, Profit Vision
ABOUT THE AUTHOR: PROFIT VISION
Profit Vision provides Consulting & Outsourced Financial Services as well as Financial Planning & Performance analysis to small and mid-size businesses by implementing efficient and effective tools to assist them with start-up business plans or improve their ongoing operations.
Our range of services include Financial & Operational Analysis, Business Planning, Budgeting & Forecasting, Cash Flow Planning, M&A/LBO Modeling, Business Valuations and more.
We also offer a collection of ready-to-use financial templates covering a variety of industries (Real Estate, Hospitality, Manufacturing, Energy, Food & Beverages, Retail, Healthcare, etc.), as well as tailor-made financial modeling services adjusted to customers' business requirements providing flexible solutions in building a bespoke forecast for their business.
Profit Vision has published 151 additional documents on Flevy.
This business document is categorized under the function(s): Corporate Finance
It applies to Private Equity
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
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