Self-Funded Search | Financial Model

January 22, 2024

by a searcher from Brigham Young University in Salt Lake City, UT, USA

Hi All,

While on the train yesterday, I saw a LinkedIn post and link to a (Google Sheets) model that addressed the key assumptions and calculations for a self-funded search (incl. treatment of preferred shares, payment schedule, etc.). Unfortunately I didn’t save the link and now can’t find it.

If you have seen something similar, any hints or links would be greatly appreciated. Thank you.

Reply by a searcher
from Indian Institute of Technology, Delhi in Toronto, ON, Canada

Video from Will Smith (Acquiring Minds) & Sam Rosati webinar on modeling: https://acquiringminds.co/webinars/how-to-model-a-self-funded-sba-acquisition
Model template file: https://docs.google.com/spreadsheets/d/1SW9Q3NMpzwy0mrQEHuHuGtIH5LcNtVrla_1NIItb2RE/edit?usp=sharing

Reply by a searcher
from IESE Business School in Berkeley, CA, USA

Thanks for sharing, this really gave me a better idea of what the financials could look like

+5 more replies.

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