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Buy-Out Plan® and DealSense Plus® both follow the same track for a solid analysis for wall-to-wall acquisition analysis. The difference is in the depth and scope of the analysis. Both systems help you focus on what's
important-making money and creating shareholder value by purchasing a business. This matrix illustrates the differences and similarities between
the two systems:

Normalize and Insightfully Analyze Historic Financial Statement Data
Buy-Out Plan
DealSense Plus
Flexible Chart of Accounts for Financial Statement accommodates up to 10 Years of Data
V
V
Input & Adjust Interim Financial Statements
V
V
Project "Stub Period" from Interim Statement date until the end of the year  
V
Presents a full set of normalized (re-cast) Financial Statements including Income Statement, Balance Sheet, Statements of Cash Flows, Retained Earnings, Sources & Uses of Funds, and Summary of Earnings & Cash Flow
V
V
34 Business Ratios & Summary Common-Size Statements using Normalized Data
V
V
RMA Ratio Comparison using Normalized Financial Data
V
V
RMA Ratio Comparison using Historic Financial Data  
V
Detail Common-Size Statements using Historic Financial Data  
V
Integra Information 5-Industry Data Comparison for both Historic and Normalized Data  
V
DuPont Analysis with Account Detail  
V
Sustainable Growth Rate with Account Detail  
V
Z-Score Bankruptcy Predictor with Account Detail  
V
MoneySoft Proprietary 5-Minute Diagnostic Analysis  
V
Optional Industry Financial Benchmarking Data
Buy-Out Plan
DealSense Plus
Risk Management Association's (RMA) Annual Statement Studies®
V
V
Integra 5-Year Industry Data  
V
Financial Projections Based on Current Ownership & Management
Buy-Out Plan
DealSense Plus
Detailed Annual Projections for up to 10 Years.
V
V
Detailed MONTHLY Projections  
24 months
Complete Control over each Account Line-Item Assumption
V
V
Projected Fixed Asset Disposals, Purchases and Capital Expenditure Financing
Annual Only
Annual & Monthly
Built in error trapping for monthly / annual account balancing  
V
Tax Reconciliation Worksheet for a more accurate estimate of income tax expense
V
V
Valuation Approaches & Methods
Buy-Out Plan
DealSense Plus
The valuation procedures conform to the rigid standards of Practitioners Publishing Company's (a Thompson Reuters Company) Guide to Business Valuations authored by Shannon P. Pratt, Jay E. Fishman, J. Clifford Griffith, D. Keith Wilson and Stanton L. Meltzer, recognized leaders in the field of business valuation.  
V
Auto-generates Customizable Fair Market Valuation Report  
V
Available Number of Valuation Methods
10
29
Control Premiums, Minority Discounts & Marketability Discounts
V
V
Ability to value Preferred Stock and Minority Interest
V
V
Option to apply "Mid-Year" Discounting Convention on DFE and DCF
V
V
Available Discount Rate Methods Include: Capital Asset Pricing Model (CAPM), Build-Up Method and/or Manual Input.
V
V
"Reality Check" of selected value (includes Rule of Thumb)  
V
Optional Valuation Databases
Buy-Out Plan
DealSense Plus
Done Deals®/Completed Middle-Market Transaction Data  
V
Mergerstat Control Premiums & Industry Price/Earnings Data  
V
BIZCOMPS® Small Business Valuation Data  
V
Transaction Pricing, Terms & Structuring
Buy-Out Plan
DealSense Plus
Metrics to help with Purchase Pricing include:

- Compare 10 multiples based upon asking price and buyer's proposed price

- Premium over market value for asking price and buyer's proposed price

- Valuation Conclusion available as reference

V
V
Structure an Asset or Stock Transaction
V
V
Structure Payments to Seller (Cash at Closing or Deferred)
V
V
Allocate Price based upon Tangible Assets, Non-Compete, and Executory Agreements
V
V
Include Earn-Out or Contingency Payments
V
V
Intangible Asset Allocation (FAS 141)
V
V
Goodwill is automatically calculated in an Asset Purchase
V
V
Estimate Fixed and Variable Transaction Costs (include in Required Funding)
V
V
Determine Cost of Capital and Hurdle Rate
V
V
Return on Investment Metrics Based Upon Pre-Acquisition Projections:
Buy-Out Plan
DealSense Plus
Free Cash Flows to Equity and Total Invested Capital
V
V
Net Present Value of Free Cash Flows
V
V
Profitability Index
V
V
Internal Rate of Return with spread over Hurdle Rate
V
V
Payback Period
V
V
Post-Acquisition Projections & Analysis
Buy-Out Plan
DealSense Plus
Ability to create Post-Deal Projections that include Income Statements, Balance Sheets, Statements of Cash Flows, Statement of Retained Earnings and Sources & Uses of Funds.
V
V
Detailed MONTHLY Projections  
Up to 36 Months
Fixed Asset Disposals and ability to include Capital Expenditures and related Financing in Projected Statements
V
V
Use Buyer Stock as an Acquisition Currency
V
V
Available Funding Options: Revolving Lines of Credit, Short-Term Notes, Long-Term Debt (with Amortization or Direct Reduction Principal, Number of Months to Repay, Interest Rate, Interest and/or Principal Deferral Periods, and Balloon Payments for up to 10 Funding Instruments)
V
V
Issue New Shares or Repurchase Existing Shares
V
V
Amortization tables for each Note Receivable & Payable
V
V
Depreciation schedules for each Fixed Asset account
V
V
Post-Acquisition Business Ratios & Loan Compliance
V
V
DuPont Analysis with account detail  
V
Z-Score & Sustainable Growth with account detail  
V
Tax Reconciliation Worksheet
V
V
Review of Investment Returns (Post-Acquisition)
Buy-Out Plan
DealSense Plus
Free Cash Flows to Equity and Total Invested Capital
V
V
Net Present Value of Free Cash Flows
V
V
Profitability Index
V
V
Internal Rate of Return with spread over Hurdle Rate
V
V
Payback Period
V
V
Year-to-year Projected Valuation based upon selected Earnings Multiples
V
V
IRR Analysis for up to 10 different Equity Groups based upon exit year and percent ownership
V
V
Projected Cash Flow Summary for Equity Groups
V
V
Available Reports
Buy-Out Plan
DealSense Plus
Acquisition Report & Proposal
V
V
Valuation Report incorporating AICPA Statement of Standards for Valuation Services No. 1  
V
Number of Printable Supporting Schedules
98
150+

Master the art of financial analysis, business valuation, pricing, structuring and financing acquisitions that make economic sense.

With the embedded business theory and analytical horsepower of Buy-Out Plan® and DealSense Plus®, deal analysis and planning will be more manageable and productive. These two workhorses will help you reduce stress and the pressures that accompany buying a business. They will help you reign in that moving acquisition target. You will get a superior analysis and the time you save can be better used to focus on strategy and value creation.

For more information or to arrange an online demo, call MoneySoft at 800-966-7797 or 602-266-7710.

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Main Product Page
Specifications
Specifications |PDF|
Comparison Chart
Sample BOP Report |PDF|
Sample DSP+ Report |PDF|

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DealSense Plus+


 
 

List

$1,595.00

Save

Sale

$995.00

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Buy-Out Plan


 
 

List

$795.00

Save

Sale

$449.00

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    MoneySoft Money-Back Guarantee  
 

Install our software and put it through its paces. If you can honestly say that our software applications do not save you time and perform exactly as we say they will, simply let us know within 30 days from the date of purchase and we will gladly issue a full refund (less S&H). Read our guarantee on books, information products and services.

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More Testimonials
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There are 98 different screens and schedules in Buy-Out Plan and over 150 in DealSense Plus. These screen shots provide an overview of interface and some of the forms common to both Buy-Out Plan and DealSense Plus:
Program Organization
The navigation tree on the left side of the form makes it easy to get around the program. The screens and schedules are organized by group.

Adding and Naming

Input Form for Projection Assumptions
Two sets of detailed, line-item Projections are included based upon your Pre- and Post-Acquisition Assumptions.

Transaction Price Input Form
Note the buttons that launch supporting schedules.

Purchase Price
Distribution Screen
In an Asset Sale the undistributed prices falls to Goodwill. The programs include worksheets for Allocating both Tangible and Intangible Asset Values.

Summary of Funds...
This screen is a snap-shot of the proposed funding from all sources.

Capital Expenditure Assumptions
The lower half of this form is a monitor that tracks the sufficiency of Fixed Asset levels based upon Sales, Turnover Rate, and budgeted purchases.

Funding Assumptions...
This is where you input the detail of your debt financing assumptions. The monitor on the lower half of the screen keeps track of your funding assumptions and displays the amount of any under/over funding.

Equity Funding Screen
This screen is for inputting your equity funding assumptions. You can purchase existing and/or issue new shares. The monitor tracks working capital metrics and also includes a toggle that displays the amount of under/over funding.

Balance Sheet at Closing
All of the deal and financing assumptions are pulled together into a Balance Sheet at Closing that provides a starting point for preparing Post-Acquisition Projections.

ROI based upon Free
Cash Flow
The system creates fully-linked, detailed projected financial statements. Free Cash Flows are calculated from these projections and then used to analyze the Returns on both Invested Equity as well as Total Invested Capital.

Equity Distribution
This screen helps you allocate equity by different ownership groups based upon the amount of investment, projected value, exit year and target IRR.

MoneySoft Money-Back Guarantee
Install our products and put them through their paces. If you can honestly say that our products do not save you time and perform exactly as we say they will, simply let us know within 30 days from the date of purchase and we will gladly issue a full refund.
 
 
 
 

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What We Do...

MoneySoft’s mission and purpose is to give financial decision makers and their advisors the opportunity to make informed and expeditious decisions pertaining to critical business assets.

How We Can Help You...

Our software systems streamline knowledge-dependent and calculation-intensive financial analysis and modeling to help you profitably acquire, finance, value, manage and dispose of critical business assets. You’ll be able to work faster . . . smarter . . . and focus on substance instead of number-crunching.

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