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
Buying a wealth-management book? This lender-ready Excel prices it on cash flow, not the broker's 2.2x-revenue sheet — AUM roll-forward, retention/transition, market-drawdown down-case, SBA…
Small Business Acquisition (ETA) Underwriting Financial Model
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
Independent Insurance Agency Acquisition & SBA Underwriting Financial Model
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…