Financial Model for Business Turnarounds

Here we are looking at a financial simulation for turning a struggling business around over the course of 12 to 24 months. The main points of view the model was made for is the GP / Operator (entity that comes in to turn the business around) and the existing owners of the business.

Hybrid Joint Venture Waterfall Model with IRR and MOIC Hurdle and a Pref.

SmartHelping / Joint Venture Waterfall / Excel

Hybrid Joint Venture Waterfall Model

Model a preferred return, equity repayment and investor return threshold before moving to the final LP and GP distribution split.

IRR or MOIC hurdle Four distribution tiers Single-tab model Five sensitivity tables
Hybrid joint venture waterfall financial model spreadsheet

$45 One-time purchase

Add to Cart

Excel template • Immediate download • Terms

TAM Sizing Financial Model Template

I was going for simplicity and usefulness on this Excel model. It has a top-down approach to quickly analyze the potential size and margins / profitability of a company over a 5-year forecasting period. This template is based on assumptions about total addressable market (TAM), SAM, and SOM (serviceable addressable and obtainable).