Market Insights
Fractional CFO for Buy-Side Financial Modeling and Due Diligence
Fractional CFO for Buy-Side Financial Modeling and Due Diligence. Professional analysis of deal model, diligence and lender package, with practical metrics.
Market Insights
Market notes on commodities, trading houses and structured finance themes that affect how deals are underwritten.
Market Insights
How to Build Consolidated Reporting After a Roll-Up Acquisition
How to Build Consolidated Reporting After a Roll-Up Acquisition. Professional analysis of chart of accounts, eliminations and KPI definitions, with practical.
Market Insights
How to Prepare a Seller for Financial Due Diligence Without Rebuilding the Books
How to Prepare a Seller for Financial Due Diligence Without Rebuilding the Books. Professional analysis of reconciliations, revenue, margins and working capi.
Market Insights
How to Build a Driver-Based Revenue Forecast for a Growing Company
How to Build a Driver-Based Revenue Forecast for a Growing Company. Professional analysis of volume, price, conversion and retention assumptions, with practi.
Market Insights
How to Calculate Fixed-Charge Coverage Before Applying for Debt
How to Calculate Fixed-Charge Coverage Before Applying for Debt. Professional analysis of EBITDA, capex, taxes, rent, interest and amortization, with practic.
Market Insights
How to Model Seller Financing in an Acquisition
How to Model Seller Financing in an Acquisition. Professional analysis of interest, amortization, subordination and cash flow, with practical metrics, contro.
Market Insights
How to Model Acquisition Debt Before the Financing Term Sheet
How to Model Acquisition Debt Before the Financing Term Sheet. Professional analysis of sources and uses, leverage, cash sweep and covenants, with practical.
Market Insights
How to Build a Post-Close 100-Day Finance Plan
How to Build a Post-Close 100-Day Finance Plan. Professional analysis of cash, close, reporting, controls and integration, with practical metrics, controls a.
Market Insights
How to Build a Working Capital Peg for a Business Sale
How to Build a Working Capital Peg for a Business Sale. Professional analysis of normalized current assets and liabilities, with practical metrics, controls.
Market Insights
Fractional CFO for Sell-Side Financial Preparation
Fractional CFO for Sell-Side Financial Preparation. Professional analysis of normalized financials, diligence support and data room, with practical metrics.
Market Insights
Fractional CFO for Companies Preparing an ABL or Receivables Facility
Fractional CFO for Companies Preparing an ABL or Receivables Facility. Professional analysis of borrowing-base data, forecasts and lender reporting, with pra.
Market Insights
How to Prepare a Lender EBITDA Bridge From Management Accounts
How to Prepare a Lender EBITDA Bridge From Management Accounts. Professional analysis of reported EBITDA, normalization and one-time items, with practical me.