Insights

This post will focus on a few changes to keep in mind as you transition from building three statement models with annual periods to three statement models with monthly periods.

In this post we will look at what it means to structure a transaction on a “cash free, debt free” basis, and then look at how this is presented and calculated in the context of a financial model.

What is an independent sponsor? In contrast to a private equity fund, an independent sponsor sets out to source an acquisition target (business for sale), and then raises the funds to complete the acquisition. This can be achieved by an individual or a team of people working to raise capital on a deal-by-deal basis.

ASimpleModel.com is pleased to announce a content creation initiative with Katten Muchin Rosenman LLP (“Katten”).
Through this initiative we intend to create content highlighting the relationships between the legal documents required to close a transaction and the financial models used to communicate potential outcomes.

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