Financial models — Professional services
Every model is built for one specific business — its revenue driver, its cost structure, its financing. Pick the one that matches the deal on your desk.
RIA / Wealth-Management Practice Acquisition & SBA Underwriting Model
Small Business Acquisition (ETA) Underwriting Financial Model — SBA 7(a), SDE & DSCR (Excel + Google Sheets)
Underwrite a small-business buyout the way your SBA lender will: SDE built from the tax return, a 3-part capital stack, and the DSCR gate.
Accounting / Bookkeeping / Tax Firm Acquisition & SBA Underwriting Financial Model — Realization-Rate Bridge, Recurring CAAS Book, Tax-Season Cash Curve & DSCR (Excel + Google Sheets)
Independent Insurance Agency Acquisition & SBA Underwriting Financial Model — Commission Retention, Contingency Exclusion, DSCR (Excel + Google Sheets)
Underwrite an independent P&C insurance agency acquisition the way an SBA lender will: build the book from a retention-driven commission engine, EXCLUDE volatile contingency income, deduct the producer to replace the owner's personal book, structure the SBA 7(a) stack, and clear the DSCR gate — with the true DSCR shown next to the broker-flattering naive one, plus an honest retention/producer-loss down-case. 10 sheets, machine-verified, Excel + Google Sheets.