Resources
Transaction guides
Reference material written for the way transaction work is actually executed — the schedules, definitions and review questions that determine whether analysis holds up under scrutiny.
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Reading about valuation because a number is in front of you?
A complimentary indicative valuation returns a written range with the methodology and key drivers within two business days — prepared by a Chartered Accountant, one per company, nothing shared.
01
Quality of earnings report guide
How adjusted EBITDA bridges are built, what belongs in net debt, and how to review a quality of earnings report.
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02
Adjusted EBITDA guide
Common normalization adjustments, the bridge from reported to maintainable earnings, a worked calculation, and the tests buyers apply to every add-back.
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03
How much does a quality of earnings report cost?
Fee drivers, provider models and a quote-comparison checklist — plus the distinction between a $500 defined-workstream pilot and a full QoE engagement.
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04
Quality of earnings report template
A free Excel QoE databook — income statement, EBITDA bridge and proof of cash — the structure used in a first fixed-price pilot engagement.
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05
Financial due diligence checklist
A six-stage checklist covering scoping, data requests, earnings testing, net debt, working capital and reporting.
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06
Sell-side due diligence checklist for founders
What to prepare before a buyer's adviser arrives: the information request, the add-backs that survive review, and the net debt and working capital positions where proceeds are decided.
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07
Data room preparation checklist
Seller-side room structure, the financial information buyers test, and the pre-diligence work that protects price.
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08
Equity bridge calculator
An interactive tool that moves from enterprise value to equity value across net debt, debt-like items and the working capital adjustment.
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09
Business valuation guide
Discounted cash flow, trading comparables, precedent transactions and the enterprise-to-equity bridge.
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10
LBO modelling guide
Sources and uses, debt capacity, cash sweep mechanics, covenant testing and returns attribution.
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11
Working capital peg and price adjustment guide
Setting the normalised peg, completion accounts versus locked box, and how the price adjustment is calculated.
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12
Financial modelling best practices
Model structure, driver design, three-statement integrity checks, scenario architecture and review procedure.
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13
SaaS financial model guide
ARR bridges, cohort retention forecasting, CAC payback, revenue recognition against billings, and SaaS diligence checks.
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14
Purchase price allocation guide
How the acquisition price is assigned to identifiable assets, intangible assets and goodwill under IFRS 3 and Ind AS 103.
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15
Business valuation calculator
An interactive tool that estimates enterprise and equity value from an EBITDA multiple and a discounted cash flow with terminal value.
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16
Merger model guide
How to build a merger model that tests pro forma capitalisation, accretion / dilution and financing mix for a transaction.
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17
WACC calculator
An interactive tool that builds a weighted average cost of capital from the risk-free rate, equity risk premium, beta, cost of debt and capital structure.
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18
Equity waterfall model guide
American versus European distribution structures, hurdle rates, catch-up provisions and how to model each tier of the waterfall.
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19
Equity waterfall calculator
An interactive LP/GP distribution model — return of capital, preferred return, sponsor catch-up and the carried interest split, tier by tier.
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20
Valuation case study
An anonymized walkthrough of a sell-side valuation engagement — scoping, reconciliation, normalization, triangulation and counterparty review.
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21
How much is my business worth?
The methods buyers use, typical multiple ranges by business type, what moves the number, and how to get a written indicative range.
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22
Business valuation FAQ
Which method applies, what a valuation costs, how long it takes, what information is needed, and what buyers actually test.
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23
LBO model template (free Excel download)
A formula-driven Excel workbook — assumptions, sources and uses, a debt schedule with cash sweep, and a returns block. No email required.
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24
DCF model template (free Excel download)
A formula-driven Excel workbook — five-year unlevered free cash flow, a CAPM-based WACC build, Gordon growth terminal value with an exit-multiple cross-check, and a sensitivity grid. No email required.
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25
India mid-market deal review reference
A practitioner framework for testing valuation evidence, EBITDA add-backs, working capital, deal terms and process readiness without unsupported market ranges.
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26
3 statement model guide
How to build an integrated income statement, balance sheet and cash flow model — build order, working capital, the debt schedule, non-circular interest, and the checks that prove it balances.
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27
Enterprise value vs equity value
The enterprise-to-equity bridge explained — net debt, debt-like items, the working capital peg, and where deal value is actually decided.
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28
Investment thesis example
A worked investment thesis example — the anatomy of a testable thesis, where theses fail, and how to stress-test one before capital is committed.
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29
Investment memo template
The section-by-section structure of an investment memo built to survive committee review — and the tests a sceptical IC will apply to it.
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30
SaaS financial model template
A free Excel SaaS model — assumptions, monthly MRR build, P&L and the metrics a software investor actually asks for (ARR, NRR, CAC payback, Rule of 40).
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If you require support with financial modelling, business valuation or financial due diligence for a live transaction or strategic engagement, we'd be pleased to discuss your requirements.