Financial Models & Tools

Professional Excel-based models for forecasting, valuation, and financial analysis

Our Financial Models

📊

3-Statement Model

Intermediate

Integrated Income Statement, Balance Sheet, and Cash Flow Statement for comprehensive financial analysis.

  • 5-year projections
  • Automated calculations
  • Sensitivity analysis
  • Flexible inputs
💰

DCF Valuation Model

Advanced

Discounted Cash Flow model for accurate company and investment valuation with multiple scenarios.

  • Free Cash Flow projection
  • WACC calculation
  • Terminal value analysis
  • Valuation summary
🎯

Business Planning Model

Beginner

Comprehensive business planning tool with revenue projections, expense forecasting, and profitability analysis.

  • Revenue modeling
  • Expense tracking
  • Break-even analysis
  • Dashboard reporting
📈

Investment Analysis Model

Intermediate

Investment screening and evaluation tool with multiple metrics and comparison capabilities.

  • Return metrics
  • Risk assessment
  • Comparative analysis
  • Performance tracking
💼

M&A Model

Advanced

Merger and acquisition analysis model with accretion/dilution analysis and deal structuring.

  • Deal assumptions
  • Accretion analysis
  • Synergy calculations
  • Return analysis
📊

Budget & Forecast Model

Beginner

Annual budgeting and forecasting tool with variance analysis and scenario planning.

  • Department budgets
  • Variance tracking
  • Scenario comparison
  • Rolling forecasts

Model Features & Benefits

🎯 Professional Quality

Industry-standard templates used by financial professionals and companies worldwide

⚡ Easy to Use

Intuitive interface with clear instructions and built-in explanations for all formulas

🔄 Flexible & Customizable

Adapt models to your specific business needs and industry requirements

📊 Automated Calculations

Save time with automated formulas and instant scenario analysis

📈 Visual Dashboards

Professional charts and dashboards for presenting results to stakeholders

🔐 Excel-Based

Works in standard Excel - no special software required, full control over your data

How to Use Our Models

1

Select Model

Choose the right model for your specific financial analysis needs

2

Input Data

Enter your company or project data in the designated input sections

3

Analyze Results

Review automated calculations and visual dashboards for insights

4

Run Scenarios

Test different assumptions and compare multiple scenarios

5

Present Results

Generate professional reports and charts for stakeholder presentations

Common Use Cases

📊 Corporate Finance

Financial planning, budgeting, and performance analysis for established companies

🚀 Startups

Business planning, investor pitch preparation, and growth forecasting

💼 M&A Transactions

Deal valuation, accretion analysis, and integration planning

🏦 Investment Analysis

Security valuation, portfolio analysis, and investment decision-making

📈 Strategic Planning

Long-term financial planning, scenario analysis, and strategic roadmap

🎯 Operations Optimization

Cost analysis, efficiency improvements, and profitability enhancement

Ready to Access Our Financial Models?

Contact us to learn more about our models and how they can enhance your financial analysis

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