1 - Activant Solutions
Capital Budgeting Analysis (xls) - Basic program for doing capital budgeting analysis with inclusion of opportunity costs, working capital requirements, etc. - Aswath Damodaran
1. Rating Calculation (xls) - Estimates a rating and cost of debt based on the coverage of debt by an organization - Aswath Damodaran
2. LBO Valuation (xls) - Analyzes the value of equity in a leverage buyout (LBO) - Aswath Damodaran
3. Synergy (xls) - Estimates the value of synergy in a merger and acquisition - Aswath Damodaran
4. Valuation Models (xls) - Rough calculation for choosing the correct valuation model - Aswath Damodaran
5. Risk Premium (xls) - Calculates the implied risk premium in a market. (uses macro's) - Aswath Damodaran
6. FCFE Valuation 1 (xls) - Free Cash Flow to Equity (FCFE) Valuation Model for organizations with stable growth rates - Aswath Damodaran
7. FCFE Valuation 2 (xls) - Free Cash Flow to Equity (FCFE) Valuation Model for organizations with two periods of growth, high growth initially and then stable growth - Aswath Damodaran
8. FCFE Valuation 3 (xls) - Free Cash Flow to Equity (FCFE) Valuation Model for organizations with three stages of growth, high growth initially, decline in growth, and then stable growth - Aswath Damodaran
9. FCFF Valuation 1 (xls) - Free Cash Flow to Firm (FCFF) Valuation Model for organizations with stable growth rates - Aswath Damodaran
10. FCFF Valuation 2 (xls) - Free Cash Flow to Firm (FCFF) Valuation Model for organizations with two periods of growth, high growth initially and then stable growth - Aswath Damodaran
11. Time Value (xls) - Introduction to time value concepts, such as present value, internal rate of return, etc.
12. Lease or Buy a Car (xls) - Basic spreadsheet for deciding to buy or lease a car.
13. NPV & IRR (xls) - Explains Internal Rate of Return, compares projects, etc.
14. Real Rates (xls) - Demonstrates inflation and real rates of return.
15. Template (xls) - Template spreadsheet for project evaluation & capital budgeting.
16. Free Cash Flow (xls) - Cash flow worksheets - subsidized and unsubsidized.
17. Capital Structure (xls) - Spreadsheet for calculating optimal capital structures using different percents of debt.
18. WACC (xls) - Calculation of Weighted Average Cost of Capital using beta's for equity.
19. Statements (xls) - Generate a set of financial statements using two input sheets - operational data and financial data.
20. Bond Valuation (zip) - Calculates the value or price of a 25 year bond with semi-annual interest payments.
21. Buyout (zip) - Analyzes the effects of combining two companies.
22. Cash Flow Valuation (zip) - Walks through a valuation of cash flows under three models- capital cash flows, equity cash flows, and free cash flows.
23. Financial Projections (zip) - Spreadsheet model for generating projected financials along with valuation based on WACC.
24. Leverage (zip) - Shows the effects on Net Income from using debt (leverage).
25. Ratio Calculator (zip) - Calculates a standard set of ratios based on input of financial data.
26. Stock Value (zip) - Calculates expected return on stock and value based on no growth, growth, and variable growth.
27. CFROI (xls) - Simplified Cash Flow Return on Investment Model.
28. Financial Charting (zip) - Add on tool for Excel 97, consists of 6 files.
29. Risk Analysis (exe) - Analysis and simulation add on for excel, self extracting exe file.
30. Black Scholes Option Pricing (zip) - Excel add on for the pricing of options.
31. Cash Flow Matrix - Basic cash flow model.
32. Business Financial Analysis Template for start-up businesses from Small Business Technology Center
33. Forex (zip) - Foreign market exchange simulation for Excel
34. Hamlin (zip) - Financial function add-on's for Excel
35. Tanly (zip) - Suite of technical analysis models for Excel
36. Financial History Pivot Table - Microsoft Financials
37. Income Statement What If Analysis
38. Breakeven Analysis (zip) - Pricing and breakeven analysis for optimal pricing - Biz Pep.
39. SLG Ratio Master (exe) - Excel workbook for creating 25 key performance ratios.
40. DCF - Menu driven Excel program (must enable macros) for Discounted Cash Flow Analysis from the book Analysis for Financial Management by Robert C. Higgins - Analysis for Financial Management
41. History - Menu driven Excel program (must enable macros) for Historical Financial Statements from the book Analysis for Financial Management by Robert C. Higgins - Analysis for Financial Management
42. Proforma - Menu driven Excel program (must enable macros) for Pro-forma Financial Statements from the book Analysis for Financial Management by Robert C. Higgins - Analysis for Financial Management
43. Business Valuation Model (zip) - Set of tabbed worksheets for generating forecast / valuation outputs. Includes instruction sheet. Bizpep
44. LBO Model - Excel model for leveraged buy-outs
45. Comparable Companies - Excel valuation model comparing companies
46. Combination Model - Excel valuation model for combining companies
47. Balanced Scorecard - Set of templates for building a balanced scorecard.
48. Cash Model - Template for calculating projected financials from CFO Connection
49. Techniques of Financial Analysis - Workbook of 11 templates (breakeven, valuation, forecasting, etc.) from ModernSoft
50. Ratio Reminder (zip) - Simple worksheet of comparative financials and corresponding ratios from Agilicor
51. Risk Analysis IT - Template for assessing risk of Information Technology - Audit Net
52. Risk Analysis DW - Template for assessing risk of Data Warehousing - Audit Net
53. Excel Workbook 1-2 - Set of worksheets for evaluating financial performance and forecasting - Supplemental Material for Short Course 1 and 2 on this website.
54. Rule Maker Essentials - Excel Template for scoring a company by entering financial data - The Motley Fool
55. Rule Maker Ranker - Excel Template for scoring a company by entering comparable data - The Motley Fool
56. IPO Timeline - Excel program for Initial Public Offerings (must enable macros)
57. Assessment Templates - Set of templates for assessing an organization based on the Malcolm Baldrige Quality Model.
58. Cash Gap in Days - Spreadsheet for calculating number of days required for short-term financing.
59. Cash Flow Template - Simple cash flow model with explanations of each cash flow component - Arkansas Small Business Development Center.
60. Six Solver Workbook (zip) - Set of various spreadsheets for solving different business problems (inventory ordering, labor scheduling, working capital, etc.).
61. Free Cash Flow Valuation - Basic Spreadsheet Valuation Model
62. Finance Examples - Seven examples in Business Finance - Solver
63. Capital Budgeting Workbook - Several examples of capital budgeting analysis, including the use of Solver to select optimal projects.
64. Present Value Tables (rtf) - Set of present value tables written in rich text format, compatible with most word processors. Includes examples of how to use present value tables.
65. Investment Valuation Model (zip) - Valuation model of companies (must enable macros) - Excel Business Tools
66. Cash Flow Sensitivity (xlt) - Sensitivity analysis spreadsheet - Small Business Store
67. What If Analysis - Set of templates for sensitivity analysis using financial inputs.
68. Risk Return Optimization - Optimal project selection (must enable macro's) - Metin Kilic
69. CI - Basics #1 - Basic spreadsheet illustrating competitive analysis - Business Tools Templates.
70. CI - Basics #2 - Basic spreadsheet illustrating competitive analysis - Business Tools Templates.
71. External Assessment - Assessment questions for organizational assessment (must enable macros).
72. Internal Assessment - Assessment questions for organizational assessment (must enable macros).
73. Formal Scorecard - Formal Balanced Scorecard Spreadsheet Model (3.65 MB / must enable macros) - Madison Area Quality Improvement Network.
74. Project Plan - Project Scheduling Template currently setup for a Balanced Scorecard Project.
75. Gantt Chart - Gantt chart for project management with work plan - Jim Chapman's Web Site
76. E O Q Model - Simple Inventory Models for calculating Economic Order Quantity.
77. Inventory Simulation Control Model - Formal model for simulating inventory shortages, delivery times, costs, backorders, and optimal inventory levels - John McClain
78. Financial Projections Model - A comprehensive financial model for forecasting a complete set of financials with breakeven and valuation tabs developed by Frank Moyes and Stephen Lawrence at Leeds School of Business.
79. Option Trading Workbook - Educational toolkit for using Excel for Options - Option Trading Tips
80. Financial Model - A nice clean financial model driven by different calculators (such as Company, Market, Subscribers, etc.) developed by Bill Snow.
81. Forecasting Model - Step by step financial model for forecasting financials created by Sam Gui
82. Economic Evaluation - Step by step workbook for evaluating the economics of a system investment - Automated Concepts
83. Project Management Templates - A collection of templates (charter, budget, risk register, issues log, etc.) for managing a project - International Association of Project and Program Management
84. Project Cost Estimating Workbook - A workbook model for developing a cost estimate on a software development project - ProTrain China
85. Risk Assessment Register - A workbook for establishing a risk management register - Emergency Preparedness Capacity Builders
86. Project Investment Model - A comprehensive financial model for evaluating projects from the book: Mastering Financial Modelling by Alastair L. Day
87. Simple ABC Model - A simple model that illustrates Activity Based Costing
88. Six Sigma Tool Kit - A large collection of templates for doing six sigma tasks - Fara Vesh
89. Project Management Tool Kit - Collection of useful templates for managing projects - Michael D. Taylor
90. Intellectual Property Valuation Model - A simple and easy to use model to help assign value to intellectual assets such as patents, copyrights and trademarks - My Patent
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