TRANSACTIONS

Principal-led support for acquisitions, valuation and growth-stage decisions.

This service group brings together modelling, business planning, funding packs, feasibility analysis, transaction support and valuation-related modelling for decisions that require structured financial evidence.

Transactions Growth Advisory

A sharper way to explain the value of this service.

Integrated forecasts, lender packs, business plans, feasibility analysis, transaction support and valuation-related modelling.

Strategic clarity Frames the matter around the decision, stakeholder requirement and evidence threshold.
Review discipline Keeps assumptions, logic, files and outputs easier to assess by senior reviewers.
Usable outputs Turns advisory work into documented next steps, not a disconnected presentation.

Core areas and practical questions.

01 Financial Modelling and Forecasting

three-way financial models, budget models, forecast models, 36-month cash flow forecasts, bank submission forecasts, scenario modelling, sensitivity analysis, stress testing, DSCR analysis, break-even analysis, working capital modelling and capital structure modelling.

02 Bank-Grade Business Plans and Funding Packs

bank-grade business plans, funding submission packs, business case preparation, market and competitor analysis, operations plans, risk registers, strategic roadmaps and financial forecast integration.

03 Franchise and Multi-Site Advisory

franchise investment reports, feasibility reports, catchment and demographic analysis, competitive landscape analysis, start-up cost modelling, funding design and working capital planning.

04 Transaction Support

financial due diligence support, quality of earnings analysis, transaction modelling, acquisition analysis, business sale preparation, working capital analysis and post-acquisition finance integration.

05 Transaction Accounting and Valuation Support

business combination accounting, acquisition accounting, purchase price allocation support, goodwill analysis, impairment modelling, DCF modelling, recoverable amount analysis and sensitivity analysis.

06 Can Etemad build lender-ready financial models?

Yes. Forecasts can include integrated three-way models, cash flow forecasts, DSCR analysis, scenario testing and assumptions documentation.

07 Does Etemad provide formal valuation opinions?

Etemad provides valuation support, modelling support and impairment analysis. Formal valuation opinions should only be provided where the appropriate credentials and engagement terms are in place.

08 Can this support franchise or multi-site decisions?

Yes. The service can include feasibility analysis, start-up cost modelling, territory comparison and funding support.

What this service is designed to resolve.

Use this section to quickly understand when the service becomes relevant and what kind of deliverables can come out of the engagement.

Engagement signal High-stakes finance, governance or growth decisions that need clearer evidence.
When it matters

Buyer situations

  • You are preparing for a funding application, acquisition or investment decision.
  • A lender, investor or board requires a defensible forecast pack.
  • A franchise, multi-site or expansion opportunity needs feasibility analysis.
  • A transaction requires quality of earnings, working capital or accounting support.
What you receive

Typical deliverables

  • Integrated Excel financial model
  • Forecast report
  • Assumptions log
  • Scenario analysis
  • DSCR analysis
  • Cash flow forecast
  • Bank-ready business plan
  • Due diligence report
  • Transaction model
  • Working capital assessment
Insight lens

Three decision themes to explore.

Short, practical thinking connected to transactions growth advisory — written for leaders who need clearer judgement before action.

All insights
Governance

Make advisory outputs easier to assess.

Clarify ownership, assumptions and review points before the work reaches senior stakeholders.

Read more
Finance clarity

Turn analysis into a decision pack.

Connect reporting, scenarios and supporting notes into one usable leadership view.

Read more
Readiness

Prepare before external questions arrive.

Strengthen the evidence base before lenders, investors, buyers or partners ask for detail.

Read more

Need to discuss a finance, governance or growth matter?

Start with a preliminary conversation so the matter can be scoped against the right service group.

Start a Conversation