When you are looking to acquire a business you will likely be asked to provide a set of financial projections for the business by your lender. In fact, the Small Business Administration (SBA) will require a set of financial projections for business acquisitions that are financed with SBA loans. The SBA wants to know that the business can cash flow the loan payment.
Template price: $
297
With a decade of experience helping new startups create financial projections and the development of our financial projection template library with over 70+ industry specific financial models, we decided to create a financial model built specifically for creating projections for a business acquisition.
The template price: $
297
USD
100% money-back guarantee for 30 days!
ProjectionHub’s acquisition financial model allows you to enter in specific details about the business and details related to the acquisition such as:
After purchase, you will download an unlocked Excel file with a ready-to-use financial projection template for your business model. You can also open the file to use in Google Sheets!
When projecting revenue for an acquisition the best place to start is typically the historical financials. Our template gives you the ability to create a base to project off of. You can input up to 5 years of historical data including monthly detail for the current year. From there you can select how you would like to project revenue for each revenue line item. Your revenue forecasting options include:
Once you have a base monthly revenue calculated, you can increase or decrease each revenue line by a percentage or manually forecast revenue.
Profit and loss at a glance table
Use of start-up funds graph
Key ratios table
Cash generated from operating activities graph
Investor dashboard
5 years of monthly and annual income statement, cash flow and balance sheet reports
We can fill out or modify any of the templates we sell, and we’re always happy to answer questions.
When you call us, you can speak directly to the developers of the model, not a call center or customer service representative.
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If the model doesn’t work for you, we’re happy to provide a refund.
If you hired a CPA to build this template from scratch it would take at least 20 hours of billable time to build a similar template. At an average hourly rate of $100 per hour it would cost you $2,000.
The template price: $
297
USD
100% money-back guarantee for 30 days
Before joining ProjectionHub, Grace served as an auditor for a public accounting firm in Indianapolis. There, she audited start-up tech companies, major regional hospitals, public manufacturers and everything in between.
As an auditor, she gained insight to the inner workings of all kinds of business models. Grace is a CPA, has a bachelor’s degrees in Accounting and French and a Master’s of Accountancy all from the University of Iowa, where she also taught introductory accounting classes to undergraduates.
Grace loves to use her accounting expertise to serve as an advisor to her clients, helping them understand what it takes to make a business succeed.
Adam is the co-founder of ProjectionHub which is a SaaS web application that helps entrepreneurs create financial projections for their business.
Since 2012, over 40,000 entrepreneurs from around the world have used ProjectionHub to help create financial projections.
Adam also serves as the Executive Director of Bankable. Bankable is a Small Business Administration (SBA) lender that makes loans from $500 to $250,000 to Indiana small businesses that are unable to secure financing from a traditional bank.
Adam has managed the loan program since loan #1 in 2010. Since 2010, Bankable has closed over 1,200 loans totaling over $38,000,000. Adam is an entrepreneur at heart and loves working with entrepreneurs to launch and grow their business.
We'll answer your questions about how the template works
We can help you customize your template, add revenue models, expenses or custom charts, tables and graphs -> with our financial modeling services
The SBA 7a program, which can be used for business acquisitions, has a maximum loan size of $5 million according to the SBA.
A seller’s note is a loan that the seller provides to the buyer in a business acquisition. For example, a buyer and seller might agree to an acquisition price of $1 million. The buyer might invest $100,000, secure a loan from the SBA for $800,000 and the seller might agree to a seller’s note for the remaining $100,000. The seller would receive $900,000 of the $1 million purchase price at the time of sale, and would receive the remaining $100,000 according to the terms of the seller’s note.
Yes. The SBA will require that any seller’s note is on full standby to the SBA’s loan.
Full standby for a seller’s note, which is required by the SBA in a business acquisition, means that the SBA loan will need to be repaid in full before the seller can start to be repaid according to the terms of the seller’s note.
The SBA will require at least 3 years of financial projections for a business acquisition loan. They will also require at least the first 18 months of projections to be monthly projections.
