Insights

Budget Revision Template: Downside Scenario

This financial template is designed to help small to medium-sized business owners adjust their company’s budget for an unexpected change in revenue.

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Cost Structure: Fixed, Variable and Semi-Variable

In this article we will explore quick formula edits that will facilitate toggling between fixed, variable and semi-variable expense line items. Creating a projection that allows you to select how expenses should be categorized between these three expense types on a line-by-line basis will make the overall model-building process more efficient. The alternative, of modeling each item individually, can become cumbersome.

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Modeling a Crisis

How to make difficult decisions in times of great uncertainty. This post will explore the variables you should consider when modeling a distressed financial scenario.

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Purchase Price in a Stock Purchase Agreement

Purchase Price, in the context of an acquisition, is not as simple as it might otherwise sound. To arrive at the Purchase Price for a target company the parties involved must first agree on the value of the company. This value is often defined in a stock purchase agreement as Base Purchase Price or Initial Purchase Price.

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Working Capital Adjustment in a Purchase Agreement

The working capital adjustment in a stock purchase agreement can have a direct impact on the price paid for the business. Given that price is arguably the most important variable in a transaction, and that the working capital adjustment can impact price, it follows that the working capital adjustment deserves special attention.

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