Financial models are typically built for, and relied upon, to support business decisions. Good financial models provide insightful information, allowing you to explore the financial impact of strategic decisions and support your business plan or investment decision. We can add value to your project by maximizing the impact of your Financial Model as a decision-making tool. Your model will also be supported by a proper assessment from an accounting and tax perspective.
Interested in a quick valuation for your target acquisition? Purchase a Pre-LOI Business Valuation for just $750 using the Discounted Cash Flow (DCF) method to estimate the value of an investment based on its expected future cash flows.
You're welcome to download a sample Pre-LOI Business Valuation report here. This service includes a live 30 minute review of findings with a Rapid Diligence CPA.
This is also required for Clients that are looking to finance the transaction through an SBA loan. SBA requires a business plan to include a financial projection model. We can help with that.
The ultimate goal of this valuation will be to provide a range of purchase price under different assumptions, validate seller asking price, and help create a business plan to execute after close. At the end of our process, you'll receive a finalized valuation model in excel format that will present all of our findings in an easily consumable manner, which you may use to make an effective and informed buying decision, as well as share with any lending partners, including SBA lenders, and investors. You'll be in constant communication with your dedicated M&A CPA throughout the process and will work with them directly to address any questions or concerns that come up regarding the business' finances. Pricing for our Financial Modeling Service is fixed at $2,950, regardless of deal size.
Our turnaround time should be within two to four weeks of engagement and is dependent on timely receiving all the pertinent documentation from the seller. A data request will be released upon completion of engagement acceptance. Regardless of the option you choose, our Financial due diligence will be completed by our in-house team led by an M&A CPA, who has 15+ years of experience in the M&A landscape including 10 years at Deloitte & Touché M&A practice. He has worked on 50+ M&A and Capital Market transactions across e-Commerce, manufacturing, industrials, and retail sectors on private and public deals of > $250K all the way to $1 billion+ in support for major business events and transactions.
As with all of our services, our Financial Modeling Service offers
unlimited client support so we'll be there to help and offer advice long after we've delivered our finalized report to you. Once you're ready to move forward or if you have any questions regarding our services, feel free to
contact us or
book a free introductory consultation.