Hearthline IT Services
Take-Home MSP LBO and Investment Memo
Price a majority interest in a managed IT provider. Use the operating reports, budget and subsidiary accounts to test the offer in three scenarios.
Monthly financial consolidation and scenario-based buyouts.
$89 · One-time purchase
Preliminary group result.pdf, page 1. Includes an excerpt from the assignment.
What you receive to start
- Approved annual budget.xlsx
- Australia subsidiary balance sheets.xlsx
- Canada subsidiary balance sheets.xlsx
- Company profile.pdf
- Group monthly income statement.xlsx
- Hearthline - Assignment.pdf
- Preliminary group result.pdf
What you decide
- Price a majority interest in a managed IT provider. Use the operating reports, budget and subsidiary accounts to test the offer in three scenarios.
What you submit
- Excel LBO with management, underwritten and defensive cases.
- Investment recommendation, key risks and diligence priorities.
What’s included
Download the candidate materials, open the guided walkthrough in your browser, and compare your work with the reference files in Review. Each case also includes an offline walkthrough.
The worked-answer packet includes scoring criteria for reviewing your attempt.
Where the worked answer comes from
- Adapted from a submitted model and memo. The six-page memo and model adapt a submitted MSP take-home. The practice exhibits use the source account relationships with new customer and entity details, reporting dates and line-by-line financial adjustments. The model retains the corrected cash-tax treatment.
For access help or a satisfaction refund within 30 days, email [email protected] from your purchase address. Terms of Use.
Software Extract each ZIP before opening its files. Use desktop Excel for workbooks and a browser for the guided walkthrough.
Price a majority interest in a managed IT provider. Use the operating reports, budget and subsidiary accounts to test the offer in three scenarios.
See the 4 download packages
- Candidate packetApproved annual budget.xlsx, Australia subsidiary balance sheets.xlsx, Canada subsidiary balance sheets.xlsx, Company profile.pdf, Group monthly income statement.xlsx, Hearthline - Assignment.pdf, Preliminary group result.pdf
- Optional preparationCandidate discussion.txt
- Worked answerAfter-attempt scorecard.pdf, Hearthline - Investment recommendation.pdf, Hearthline - Majority investment model.xlsx, Optional preparation/Worked oral defense.txt
- Guided walkthrough4 lessons, with the matching case files.
Take-Home MSP LBO and Investment Memo
Price a majority interest in a managed IT provider. Use the operating reports, budget and subsidiary accounts to test the offer in three scenarios.
$89 · One-time purchase