What Is This Model Used For?

This financial model is specifically designed for businesses seeking to sell equity stakes to financial institutions or private investors. It provides a structured framework for outlining financial projections, enabling you to effectively communicate your valuation and investment needs during the initial stages.

How to Use This Template

The model is easy to use, clear to read and understand, fully dynamic, has no hidden formulas, and is 100% customizable. Please see the steps below on how to use this model:

1-Inputs: The user needs to fill the green cells only

Update the cover page by inserting the logo and company name

Enter the historical financial figures.
Input the capital expenditure figures.
Update the assumptions for the forecasting period.
Revise the percentage of stake available for sale and update the intended use of funds.
Update the assumptions and forecast explanation in the Word template.

2-Outputs: The outputs include essential metrics that appeal to equity funds

Summary and detailed profit and loss statement for a 5-year forecast, including three major components: gross profit, EBITDA, and net profit.
Summary and detailed balance sheet for a 5-year forecast, including total assets, total liabilities, and owners’ equity.
Summary and detailed cash flow forecast for 5 years, with three outputs: operating cash flow, investing cash flow, and financing cash flow.
The total value of equity available for sale.
The intended use of funds should be updated manually.
The assumption explanation in the Word template should be updated manually.
Main metrics and investor metrics.

Why You Need This Financial Model Template

This template simplifies the equity sale process and equips you with the knowledge and tools needed for success. By clearly outlining your financial projections, you can effectively communicate your business’s potential to buyers.

Expert Support

If you require any customization or need guidance throughout the process, we are here to provide support and insights to help you maximize your chances of a successful sale. We do not charge any fees; our agreement will be based solely on a commission from the equity raised. Please feel free to reach out to us. at [email protected].

File Types:
Excel Version – .xlsx

Word Version – .docx
Free Version – .pdf

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