Commercial due diligence financial model sanitized template?

Question

Has anyone got a commercial due diligence financial model sanitized template to share? I want to get a sense of how complex it is to help me assess if this type of work is a good fit for me. For context, I'm already in consulting.

Answer 1

No.

I didn't take anything with me when I left.

But you can find plenty of these examples, honestly, if you google for them.

I also understand that by now there are AI tools that can help you develop a first draft for such a model.

And if you're in consulting, you should reach out to your team to provide you with existing examples (I'd definitely trust those more than what I randomly receive from a Q&A forum).

Hope you find what you're looking for!
Best,
Cristian

Answer 2

Hi,

Sharing some thoughts having worked in BCG's PE practice.

Financial model is a part of DD, but it is not the only aspect of it
In fact there are typically far more critical modules/workstreams in the case than just the model
Pros of CDDs:
- If you like heavy problem solving work, then DDs are for you
- Really interesting work and exposure to variety of businesses
- Short projects (so you don't get bored) versus long term transformations
Cons of CDDs:
- Typically longer hours - depending on the maturity of the practice / office
- Difficult clients - PE clients have a high bar and themselves work intensely so can be at times painful to deal with
- Less client interaction/engagement versus transformations

Hope this helps!

Answer 3

Yes I do!

Full raw data (company info) totally sanitized. 1 file with the raw data/instructions and a 2nd file with the actual model built out. All comes with coaching!