Acquisition underwriting & financial modeling
Clearer numbers. Better decisions.
SmartHelping makes sophisticated financial analysis accessible, practical, and useful—so buyers, owners, and investors can understand what must be true before committing capital.
Independent analysis by Jason Varner · The decision is the product; the spreadsheet is the tool.
The base case works, but debt coverage and customer concentration need closer review.
How SmartHelping can help
Start with the decision in front of you.
Use SmartHelping for an independent acquisition review, start with a proven financial-model template, or commission a custom model for a situation that needs its own logic.
Acquisition Deal Analysis
Get an experienced second look at the price, financing, cash flow, returns, business quality, and downside before spending more on diligence—or closing the deal.
Explore deal analysisFinancial Model Templates
Browse editable Excel and Google Sheets models by the economics of the business: recurring revenue, real estate, operations, lending, waterfalls, valuation, and more.
Browse by categoryCustom Financial Modeling
Build a new model, adapt an existing framework, or review the assumptions and logic in a workbook that is already driving an important decision.
Discuss custom workMore than a financial model
See the return, the quality, and the risk separately.
A high projected IRR does not automatically make a good acquisition. Every SmartHelping review examines whether the numbers work, whether the underlying business is durable, and what can still go wrong under stress.
Financial Score
Purchase price, normalized cash flow, financing structure, debt coverage, buyer returns, and sensitivity.
Quality Score
Revenue durability, operations, customer economics, management depth, owner dependence, and market position.
Risk Score
Downside protection, concentration, documentation gaps, execution requirements, and the assumptions that still need proof.
Financial model library
Choose a model by how the business works.
The best template is usually the one that matches the economic engine—not simply the industry label. Start with the closest category and follow the operating drivers.
Industry & Operating Businesses
Unit-, location-, crew-, capacity-, and volume-driven forecasts.
Explore category → 02SaaS & Recurring Revenue
MRR, cohorts, retention, churn, pricing, CAC, and lifetime value.
Explore category → 03Real Estate
Acquisition, development, financing, NOI, exit, and investor returns.
Explore category → 04Joint Ventures & Waterfalls
Preferred returns, promotes, catch-ups, IRR hurdles, and cash splits.
Explore category → 05Valuation & Acquisition
DCF, EBITDA and SDE multiples, LBOs, cap tables, and sensitivities.
Explore category → 06Lending & Credit
Loan origination, portfolio cash flow, defaults, fees, and amortization.
Explore category →When the situation is unique
Custom logic for the decision you actually need to make.
A good model should make the business easier to understand. Jason can build from scratch, adapt an existing SmartHelping framework, or review a workbook when the assumptions, structure, or outputs need an experienced human check.
The person behind the models
Jason Varner
Accounting-trained financial modeling consultant focused on helping entrepreneurs, buyers, owners, and investors turn complex financial information into clear, practical analysis.
Selected analysis & models
See the work in practice.
Explore a real acquisition-analysis example and recent financial models built around the operating drivers that matter.
Have a deal in front of you?
Understand what it is worth, what could go wrong, and what must be resolved before you commit more capital, professional fees, or time.
