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Co-working Acquisition Model

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Industry: Real Estate

Client: A Saudi-based firm operating under Co-working business and rentals looking to create an acquisition model, as well as a model with dynamism and straightforward calculations.

Problems

The existing model had the following limitations:

  • Included only the target company’s financial model, with no model for the acquiring company.
  • Inconsistent formatting and extensive inter-sheet links, making the model difficult to review and audit.
  • Scattered inputs and hardcoded values embedded within formulas, reducing transparency and flexibility.
  • No dashboards or data visualization for senior management reporting.
  • No scenario analysis functionality to evaluate different acquisition outcomes.
  • Actuals overwrote forecasted numbers, eliminating the ability to perform forecast vs. actual variance analysis.

Solution

FAB delivered a robust and flexible monthly financial model with:

  • A centralized input sheet with well-structured assumptions, clear headings, and key outputs for instant impact analysis.
  • An integrated acquisition model combining the acquiring and target companies, incorporating multiple valuation methodologies to assess the target company, model acquisition synergies, and evaluate the post-acquisition impact.
  • Scenario analysis functionality to evaluate different assumptions and compare acquisition outcomes under multiple scenarios.
  • Interactive dashboards and data visualizations to enhance reporting and support management decision-making.
  • A dedicated actuals input module that preserves historical forecasts, enabling ongoing forecast vs. actual variance analysis.

Client Benefits

  • Faster and more informed investment decisions through robust valuation methodologies, scenario analysis, and synergy assessment.
  • Greater confidence in the model with structured inputs, transparent calculations, and reduced reliance on hardcoded formulas and complex inter-sheet links.
  • Improved management reporting through intuitive dashboards and visualizations, enabling quicker interpretation of key insights.

Client Testimonial

“FAB Analytics assisted us in developing a comprehensive financial model to evaluate our business acquisition project. The model generated both 5-year consolidated and standalone financial statements, while also calculating the necessary funds for the acquisition and future growth targets.

It included cap tables to evaluate equity dilution under various investment scenarios such as share swaps, debt and equity, and equity-only options. The model enabled us to run multiple scenarios, providing valuable insights into our financial outlook under different conditions.

We were thoroughly impressed with their professionalism and the level of support provided throughout the project. We highly recommend their services.”

Assistant Director

Problems