SMB Acquisition Underwriting
Underwrite a small-business acquisition end to end: SBA-style deal structure, 10-year monthly amortization, DSCR and equity returns.
Practitioner-grade · fully unlocked
Excel tools for operators, investors and advisors — every formula visible, a worked example in every file, and a plain-English guide on the cover.
The difference
The name is the promise: the base case is the honest middle of a model, and you should be able to see exactly how it gets there. Every Basecase model is built to be taken apart.
No hidden sheets, no protected cells, no black boxes. Blue cells are your inputs; the calculations are all in the open, so you can trust the number by tracing it.
Each model ships with a realistic worked example already in it — and the headline numbers are reconciled to the cent, so you see the mechanics working before you touch a thing.
Built-in checks flag the errors that quietly break a model — a balance that doesn't tie, a rate that makes a formula undefined — so a wrong input shows up as "CHECK", not a plausible-looking answer.
The cover sheet says in plain words what each model does, how to use it, and every simplification it makes. No overclaiming — the shortcuts are disclosed, not buried.
Colour legend — the same in every workbook
The catalog
Half of them value a decision — a deal, a development, a business. The other half run a business day to day. Every one is currency-agnostic; treat $ as your currency.
Underwrite a small-business acquisition end to end: SBA-style deal structure, 10-year monthly amortization, DSCR and equity returns.
Appraise a multi-unit development: budget, cash flow, profit, margin on cost and equity IRR with a sale-price vs build-cost sensitivity.
Fuel volume × cents-per-litre margin, shop gross profit, a 3-year P&L, an FCFE valuation and a KPI dashboard.
Value equity directly by discounting free cash flow to equity at the cost of equity — no enterprise-to-equity bridge to get wrong.
Ten-year cash flow, yields, cash-on-cash, exit proceeds and equity IRR, with a rent vs capital-growth sensitivity grid.
Turnaround-grade weekly liquidity planning with working-capital facility (revolver) mechanics — draw when short, sweep when long.
Per-asset economics and return on the capital tied up in each machine, a fleet dashboard and utilisation sensitivity.
Turn a revenue forecast into labour hours, compare against crew capacity, and size the overtime-versus-hire decision with hire-by dates.
What your debtors really cost you: four DSO measures including countback, IFRS-9-style expected loss, risk ratings and credit limits.
What walked and what it cost — shrinkage at both cost and retail, a tolerance band, ABC analysis and recount flags.
Where to buy
The catalog lists on the specialist financial-model marketplaces, so you buy through a platform you already trust, with their checkout and their guarantees.
Same price for the same model on every platform. Prices shown above.
About
Basecase Models builds practitioner-grade Excel tools for operators, investors and advisors — drawing on 10+ years of hands-on FP&A leadership in operating businesses.
Every model ships fully unlocked, with transparent formulas, a worked example and a plain-English guide.
The models are built the way you'd want a colleague to build them: transparent, checkable, and honest about what they don't do. If a model makes a simplifying assumption, the cover sheet says so.