Search Fund Financial Model – Part 6: Overview Tab (ETA IQ)

Описание: Learn how to review the full funding structure of an SMB acquisition using the “Overview” tab inside ETA IQ’s Search Fund financial model.

In this video, we walk through the “Sources & Uses” table, total project cost, and how the deal is funded across your debt and equity sources. You’ll see where every dollar comes from, where it goes at closing, and how the capital stack flows into your projections and return metrics.

ETA IQ's "Intro Series" is a step-by-step walkthrough of our CRM + financial modeling platform built specifically for Search Funds and ETA.

What you'll learn in Part 6:
– How to read the full “Sources & Uses” table
– How much cash you will need on Closing Day
– How "Total Project Cost" is calculated and allocated
– How each component of the capital stack funds the acquisition

📘 Sign-up for a free ETA IQ account: https://www.etaiq.com

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🕒 Chapters (Part 6):
00:08 | Source of funds vs. Use of funds for your acquisition
00:42 | Breakout of equity sources
01:15 | Breakout of business vs real estate purchase price (when the deal includes real estate)
01:49 | Rolling loan and transaction fees into your Senior Debt
02:07 | Cash required from you on Closing Day
02:17 | Amount paid to the seller on Closing Day

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ETA IQ "Intro Series" – Build a Complete Search Fund Financial Model

👉 Watch the full 8-part series:    • Search Fund Financial Modeling (Step-by-Step)  

• Part 1 | Assumptions → Create a model and set the assumptions driving the rest of the model
• Part 2 | Historicals → Quickly see if a deal “pencils” using historical financials, seller addbacks, and buyer adjustments
• Part 3 | Amortization → View detailed debt schedules, extra payments, and balloon payments
• Part 4 | Projections → Build your Base Year and forecast performance post-acquisition
• Part 5 | ROI Metrics → See how performance translates into deal returns (IRR, MOIC, and distributions)
• Part 6 | Overview (Sources & Uses) → Understand how the deal is funded and where capital flows
• Part 7 | Working Capital → Analyze Net Working Capital requirements, liquidity, and cash cycles
• Part 8 | Deal Page & Cloning → Clone your model to build Base, Downside, and Upside cases

#searchfund #eta #financialmodeling