These templates are designed to help you come up with a value for your business or a prospective target business being acquired. All of these valuation templates are analogous to the underlying business, meaning all you need to do is plug in key figures from financial statements or pro forma financials and apply relevant multiples.
- Exit Readiness Model - Score a business on 7 categories / 24 sub-categories.
- LBO Model with T12 Reference - Underwrite new business acquisitions.
- LBO Model - Leveraged buyout model with robust acquisition, operating, and exit inputs.
- Business Valuation - Uses a weighted EBITDA multiple for 1-5 years + net assets.
- 4-Method Valuation - Sensitivity for SDE, EBITDA, Revenue, DCF business valuation.
- WACC Calculator - Step-by-step guide with formulas for all components of the WACC calc.
- Interest Rate Swap - Value fixed and floating cash flow streams based on future rates.
- DCF Analysis (monthly periods) - Calculates NPV and IRR based on monthly cash flows.
- DCF Analysis with Sensitivity Tables - 24 NPV / IRR outputs. Sensitize discount rate, more.
- IRR-based Distributions - Plug in IRR and cash in/out per period. Shows ending balance.
- Gordon Growth Model Valuation Technique - Discount future cash flows until 0 and sum.
There are general methodologies like a monthly DCF Analysis as well as a sensitivity version that shows net present value (NPV) for up to six discount rates and four cash flow scenarios with some cool visualizations (IRR calculation included). For a business that has historical performance, there is an EBITDA multiple valuation sheet that allows for weightings of the EBITDA over the past 5 years.
Finally, there is also a spreadsheet built on the Gordon growth model, which is basically a dividend discount style of figuring out present value of future cash flows into perpetuity.
Purchasing on a mobile device? No problem. You will receive an email with a download link for the purchased files that you can access on any spreadsheet friendly device later (desktop / laptop).
Check out: Valuation Multiple Rules of Thumb for Top 10 Industries (private companies)
Billable Hour Promotion: If you pay for 1 hour of billable work here, you can get 1 $45 template at no charge (scales up for as many credit hours as you buy). Just email me which one(s) you want: jason@smarthelping.com
