Financial Modeling Service

$2,950
$2,950

Ideal For

Online and traditional businesses that are looking to value the Business under different assumptions, validate seller asking price, and help create a business plan to execute after close.

General Overview

Our Business Valuation service may include, but is not limited to, advice and recommendations with respect to the review of financial projections, financial modeling, and inquiries with seller and client to identify range of projected valuation.

Financial Modeling Service Features

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.
Everything included in our Financial Modeling Service

  • Excel book with Projection Model using the historical financials and projections for SBA plan.
  • Assess the accuracy of financial projections and the reasonableness of assumptions underlying them.
  • Includes business valuation and return on investment calculations; Break even analysis; Revenue forecast model; Expense break down, Amortization and depreciation schedule; Loan amortization schedule
  • Any financial arrangements for the acquisition will be fully integrated into your financial model to enable sufficient cash and debt covenant tracking.
  • Easy to understand model that will be quick to update as the Business conditions changes.

Frequently Asked Questions

What are the three main factors affecting the valuation valuing of a company?

There are only three approaches to valuing a business: the asset approach, the income approach, and the market approach. For most businesses, the asset approach is not typically relied upon as it is more generally utilized for businesses that do not have a substantial intangible value. That leaves the income and market approaches.

The income approach can be simplified to this equation: value equals an earnings metric of the company divided by the risk, or discount rate, associated with achieving that earnings stream into the future. The market approach can be simplified with this equation: value equals an earnings metric of the company multiplied by a multiple.

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Free access to all the deal data we've collected:

After assessing countless deals, we’ve gained exclusive insight into what buyers are actually paying for businesses, not simply what sellers are asking.

Does longevity of a business affect its valuation more than growth? What’s the primary difference between an eCommerce business that sells at 3x vs. 7x EBIDTA?

We have the answers and the data to back it up. And we’re willing to share it. 😏