Managing Deal Periods

Creating Deal Periods

For analyses with transactions, you can create zero-length deal periods for re-levering the Balance Sheet with no time elapsing, so the Income Statement is empty, for use as restatement periods.

To create Deal Periods:

1. Access the Strategic Modeling ribbon in Microsoft Excel.

2. In the Strategic Modeling ribbon, click , and then Deal Period, and then select Add.

3. In Add deal at end of, select a time period when the deal should occur.

4. Click OK.

   A deal period is added to the end of the time period selected.

   Note:

   When you add a deal period, Strategic Modeling automatically renames the time period to (Time Period):Closing before adding the deal period. All data from the initial time period remains in the closing period.

Moving Deal Periods

Strategic Modeling enables you to move deal periods. You can also delete the deal period created and choose to keep or delete its data.

To move deal periods:

1. Access the Strategic Modeling ribbon in Microsoft Excel.

2. In the Strategic Modeling ribbon, click , and then Deal Period, and then select Move.

   If the model has a deal period, Move Deal Period displays.

3. In Move deal to the end of, select a time period.

4. Click OK.

   The deal period changes.

Deleting Deal Periods

When you delete deal periods, you can delete or retain the results.

To delete deal periods:

1. Access the Strategic Modeling ribbon in Microsoft Excel.

2. In the Strategic Modeling ribbon, click , and then select Deal Period, and then select Remove.

   If the model has a deal period, Delete Deal Period displays.

3. In Delete Deal Period, select an option:

   • Delete Deal

     Deletes the deal period and all associated values.

   • Delete Deal, but Keep Results of Adjustment

     Deletes the deal period but retains the combined results of the Closing and Deal Periods as the ending balance of the time period.

4. Click OK.