Medro Updates

Keep One Funding Source From Appearing Twice in the Same Transaction Plan

By Don McClain

Don McClain, Founder & Principal of Medro Advisors, explains how the same funding source can accidentally appear more than once in a transaction plan. His practical framework gives each source a single identity, distinguishes conditional funding from available resources, and allocates the usable amount across all intended uses. Retained operating cash belongs in the calculation rather than being assumed available after closing. When financing amounts, costs or conditions change, reconcile both the source and its allocations. The goal is a clear, consolidated view of the transaction and the resources the business needs afterward.

Author link:
https://medroadvisors.com/don-mcclain/

FUNDED link:
https://thefundedbook.com/