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BUY-SIDE BRIEF RESOURCE

Get the PCA SBA Investor Return Model

See how much of your investor's money is frozen under SOP 50 10 8.1, how much is free, and what that does to their cash, IRR and multiple. Tell us a little about your search and the model opens right here.

Read our Privacy Policy and the SBA's SOP 50 10 8.1.

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What's inside

Ten tabs, built around the same structure we walk through in Frozen Dollars, Free Dollars.

START + INPUTS

Plug in your deal

Price, EBITDA, project costs, your cash, investor check, seller notes and standby.

STRUCTURE + SOP RULES

Check the injection

Sizes the 10%, splits your half from limited sources, and flags anything SOP 50 10 8.1 won't allow.

WHO GETS PAID

Frozen vs free

Sorts every investor dollar into the right pile and shows what can be distributed each year.

INVESTOR TERMS

Pref and ownership

Set the preferred return and keep the investor under the 20% guaranty line.

DASHBOARD + MODEL

Returns at exit

Cash during the hold, exit proceeds, MOIC, IRR and year one coverage.

SENSITIVITY

Stress the terms

See how pref rate and hold period move the investor's IRR.

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