Open projects
Projects available to all portals
Preferred learners
- Anywhere
- Academic experience
Categories
Skills
Project scope
- What is the main goal for this project?
-
As a company looking to expand into the US Market through acquisition, we are interested to understand the financial model for firm considering roll-up of small partners in the Microsoft ecosystem.
In this project, we would like to see the financial plan for both the aquired companies and any equity they roll-in to the deal, as well as the capital requirements and projected growth of value of the holding (i.e platform) company at various stages in on a 3-5 year horizon.
This may involve:
- Break down the model into sections: assumptions, valuation at various points, and exit strategy
- Detailed work with spreadsheets to make use of variables for easy analysis with alternate scenario
- Determine a reasonable growth rate for the combined entity and capital required for acquisitions
- Estimate operating expenses and synergies that can be achieved from the roll-up
- Nice to have (but not necessary): development of income statement, balance sheet, cash flow statement analysis at various stages
- What tasks will learners need to complete to achieve the project goal?
-
By the end of the project, students would prepare a clear and concise presentation to showcase the financial model, highlighting the benefits of participating in the roll-up strategy for both sellers and holding company.
Students can work with visuals such as charts, graphs, and tables to make the information more digestible and appealing.
Students will see how investors and business owners view the potential financial benefits of enrolling their company (and portion of its equity) as part of a platform company.
.
Students will see the merits of owner equity verses owner income:
- Earn-out payments or other ongoing compensation for owners who continue to work in the business
- Value of the equity rolled into the platform company, for various seller
- Estimate the value of the sellers' equity stake in the platform company at different points in time
- Show the potential financial upside for sellers if they sell their business and roll equity into the platform company, as opposed to selling outright or continuing to operate the company independently
- Create scenarios with different growth rates and exit multiples to illustrate the potential returns
- What is the main goal for this project?
-
As a company looking to expand into the US Market through acquisition, we are interested to understand the financial model for firm considering roll-up of small partners in the Microsoft ecosystem.
In this project, we would like to see the financial plan for both the aquired companies and any equity they roll-in to the deal, as well as the capital requirements and projected growth of value of the holding (i.e platform) company at various stages in on a 3-5 year horizon.
This may involve:
- Break down the model into sections: assumptions, valuation at various points, and exit strategy
- Detailed work with spreadsheets to make use of variables for easy analysis with alternate scenario
- Determine a reasonable growth rate for the combined entity and capital required for acquisitions
- Estimate operating expenses and synergies that can be achieved from the roll-up
- Nice to have (but not necessary): development of income statement, balance sheet, cash flow statement analysis at various stages
- What tasks will learners need to complete to achieve the project goal?
-
By the end of the project, students would prepare a clear and concise presentation to showcase the financial model, highlighting the benefits of participating in the roll-up strategy for both sellers and holding company.
Students can work with visuals such as charts, graphs, and tables to make the information more digestible and appealing.
Students will see how investors and business owners view the potential financial benefits of enrolling their company (and portion of its equity) as part of a platform company.
.
Students will see the merits of owner equity verses owner income:
- Earn-out payments or other ongoing compensation for owners who continue to work in the business
- Value of the equity rolled into the platform company, for various seller
- Estimate the value of the sellers' equity stake in the platform company at different points in time
- Show the potential financial upside for sellers if they sell their business and roll equity into the platform company, as opposed to selling outright or continuing to operate the company independently
- Create scenarios with different growth rates and exit multiples to illustrate the potential returns
- How will you support learners in completing the project?
-
Students will connect directly with us for mentorship throughout the project. We will be able to provide answers to questions such as:
- Are there any extra or industry-specific metrics that should be a focus during analysis?
- What types of securities do we hold?
- Input on choices, problems or anything else the students might encounter.
About the company
- https://www.dynamicchannels.expert/maadvisory
- 0 - 1 employees
- Business services, Business & management
Comprehensive Channel Recruiting-as-a-Service
For small to medium sized ISVs looking to enter the (Microsoft Dynamics) Channel in Europe or America, we provide an alternative that can scale and help you get started more quickly than hiring resources directly.