Equity Ventures Limited
-
MBO Valuation Model
Project:
Sample
Date:
Time:
DEAL
£'000
PROFIT & LOSS A/C
CASHFLOW
Price/Value
for 100% of Target
Yr 1
Yr 2
Yr 3
Yr 1
Yr 2
Yr 3
Net debt
re-finance debt (cash)
Year end:
2009
2010
2011
2009
2010
2011
Fees
Sales
PBIT
TOTAL
funding required
PBIT
Other P&L
Other P&L
Depn
Funded:
Base
Variation
Int:O/D
Capex (-)
Equity
Equity
Int: Bank
Stocks
Ords-Mgt
Int: VC
Debtors
Ords-VC
PBT
Creditors
Total Ords
Tax
Other Crs.
Prefs-VC
Pref Div - VC
Tax paid
VC loan
subordinated to bank
Ord Div - VC
C/F ADS
Bank loan
Profit ret'd
Int:O/D
Overdraft
at completion
Int:term
TOTAL
RATIOS
Yr 1
Yr 2
Yr 3
Bank loan
2009
2010
2011
Free Cash
RATES
Yr 1
Yr 2
Yr 3
PBIT margin
Int: VC
2009
2010
2011
PBIT/Bank/OD
Divs: Pref
Bank/OD
C/F ADS Bank
Divs: Ords
VC int
Stock days
Net
Flow
Pref div
Debtor days
Tax rate
Creditor days
Copyright 2008:
Equity Ventures Limited
Equity Ventures Limited,
23 Berkeley Square,
London,
W1J 6HE.
Tel: 0207 665 6611
Internet:
www.equityventures.co.uk
Email:
david@equityventures.co.uk
DEAL & P/E RATIOS
BALANCE SHEETS
Yr 1
Yr 2
Yr 3
Last 12 months sales pre-deal
Pre-deal
Deal
Pro-forma
Post deal
2009
2010
2011
Last 12 months PBIT pre-deal
F.Assets
0
F.Assets
Last 12m PBIT %
Stock
0
Stock
Deal price (price + debt + fees)