GPS TRACKING TECH
Family office acquisitions of profitable, subscription-driven technology businesses require a finance package that satisfies lender requirements on debt serviceability while making the strategic case for the acquisition itself, and both need to work together as a single coherent document. We produced an acquisition plan and finance proposal covering market analysis, five-year financial forecasts, debt service modeling, and the resilience of the target's recurring revenue model. The package met lender requirements in full and allowed the transaction to proceed on schedule.