Accelerating DD of financials during valuation

January 28, 2025

by a searcher from Northwestern University - Kellogg School of Management in San Francisco, CA, USA

I've received multiple sets of financials for multiple years for various businesses to really dig into locaiton-specific performance and comps

I appreciate this may sound naive (!) but is there a way to collate large numbers of multi-year financials to calculate SDE without having to simply brute force manually myself?

What approaches have you taken to gathering financials to analyse and easily compare valuations?

Thanks in advance!

Dan

Reply by a searcher
from Binghamton University, State University of New York in New York, NY, USA

Thank you for the tag^redacted‌, I highly recommend hiring a CPA or FDD provider to help navigate this process. In Phase 1 of QoE, we’ve worked with businesses that have multiple divisions or branches to ensure an accurate combined EBITDA/SDE. Happy to chat if you'd like to learn more about our approach. redacted

Reply by a professional
from University of Minnesota in Laguna Niguel, CA, USA

Typically find that, given multiple formats, manual entry is most efficient. On occasion you can streamline it by only itemizing key expenses like payroll, marketing, and professional fees, etc... while leaving other SG&A as a bucket number. Feel free to reach out if you want support, we offer a pre LOI due diligence and can operate as a thought partner to evaluate your deals. redacted

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