Insights

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.

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.