Excel template to build a simple 5-year revenue/expense forecast and test growth assumptions before valuation discussions.
Spreadsheet to calculate HHI and assess market concentration—useful for understanding competitive dynamics and potential antitrust sensitivity.
Cap table template to track equity ownership, dilution, and option pools—helps buyers and sellers validate ownership structure before a deal.
Template for combining two entities’ financials to model “what the business looks like together,” including blended assumptions and pro-forma views.
Discounted Cash Flow model template to estimate intrinsic value using projected cash flows, discount rates, and terminal value assumptions.
Equity Risk Premium reference sheet to support discount rate (cost of equity) assumptions used in valuation and DCF modeling.
Forecasting template for building financial projections (income statement-focused) to support valuation, lender requests, and diligence readiness.
Calculator to estimate S&P 500 intrinsic value as a market context tool—helps frame valuation expectations and macro assumptions.
Reference worksheet outlining a valuation approach for the S&P 500 to provide market perspective and benchmarking context.
Worksheet to help select and test terminal value multiples (exit multiples) used in DCF and valuation modeling.
Amortization schedule template to model term loan payments, interest, and principal reduction—useful for deal financing scenarios.
Get the latest insights and updates.