6 fixed case editions

Timed Buyout Modeling

5 paid case editions plus Port Alder, which is also available free on its own. Each case includes candidate materials, a worked answer and a guided walkthrough.

See the prerequisites for each included case.

Timing Each case follows its own assigned time or submission window.

$189 · One-time purchase

The cases individually total $275. This includes Port Alder at $0. This collection costs $86 less.

The comparison uses the $59 standalone Forge test. This collection includes a different Forge edition.

Candidate excerpts from Timed Buyout Modeling — Candidate excerpt (PDF)
Assignment excerpts from cases in this collection.

Cases in this edition

60-Minute Clean-Sheet Three-Statement LBO
3-Hour Purchase Accounting & Exit Waterfall
4-Hour Buyout, Expansion Valuation & Memo
4-Hour Acquisition-Funded LBO & IC Presentation
60-Minute Live Mini-LBO
3-Hour CIM, LBO & Investment Memo · collection edition

What you receive to start

6 candidate packets

What you decide

A sponsor is considering a founder-owned IT services business. Model the acquisition and its financing, follow the cash through a recession, and calculate what the sponsor receives at exit.
Build an acquisition model for a prepared surimi seafood processor. Underwrite volume and price by channel, fund the plant expansion and allocate exit proceeds.
Bid for a magnetic-materials manufacturer with and without a contracted EV plant.
Underwrite a commercial HVAC, critical power and building automation contractor. Choose the price and unitranche leverage, reconcile service lines, compare the management and base cases, and brief the investment committee.
Build a five-year cash-flow model, repay two lenders in order and defend one operating change that improves sponsor returns.
Use the three-hour assignment to underwrite Forge from company materials. The separate two-hour template track provides financing and forecast parameters.

What you submit

Model
Memo or narrative
Presentation
Reasoning explanation

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.

Where the worked answer comes from

60-Minute Clean-Sheet Three-Statement LBO. Authored worked example. The issued blank-sheet test and a timed submission survive. The worked answer uses the existing two-sheet teaching model.
3-Hour Purchase Accounting & Exit Waterfall. Adapted from a completed model. The original completed workbook survives locally. Its delivery was not verified. The practice debrief explains the revised product forecast, financing and waterfall.
4-Hour Buyout, Expansion Valuation & Memo. Adapted from a submitted model and memo. The revised workbook and memo were returned after the interrupted attempt. The comparison uses that final pair.
4-Hour Acquisition-Funded LBO & IC Presentation. Adapted from a submitted model and presentation. The submitted model, its printout and the investment slides survive. The practice version explicitly funds acquisitions and distinguishes the submitted five-year case from separate preparation.
60-Minute Live Mini-LBO. Adapted from two submitted models. The one-hour submission and a later corrected return are separate records. The timed and later practice layouts both apply the corrected mechanics.
3-Hour CIM, LBO & Investment Memo. Adapted submission and separate workshop. The three-hour track draws on a submitted acquisition model and one-page memo. The two-hour workshop is additional teaching. The practice forecast, business and price have been adapted.

For access help or a satisfaction refund within 30 days, email [email protected] from your purchase address. Terms of Use.

Software Offline web reader and PDF viewer. Use the desktop Office applications listed on each case page.

5 paid case editions plus Port Alder, which is also available free on its own. Each case includes candidate materials, a worked answer and a guided walkthrough.

See the 6 case editions

60-Minute Clean-Sheet Three-Statement LBOJuniper Trace Technology Services · One hour from opening the fact sheet. Return the printable workbook at the cutoff.
3-Hour Purchase Accounting & Exit WaterfallBramblewick Seafood · Up to three hours from receipt.
4-Hour Buyout, Expansion Valuation & MemoAlder Quay Magnetic Materials · Four hours from receipt; separate investment-team discussion.
4-Hour Acquisition-Funded LBO & IC PresentationRedwick Building Services · Four hours from receipt. Return Excel, a PDF of the model and two or three PowerPoint slides at the cutoff.
60-Minute Live Mini-LBOPort Alder Field Supplies · One hour on Zoom with screen sharing. Return the workbook even if unfinished.
3-Hour CIM, LBO & Investment MemoProject Forge · Three hours from receipt. Open the three-hour assignment, company presentation and source workbook. Return the model and one-page memo at the cutoff.