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| business case financial model template: Building Financial Models with Microsoft Excel K. Scott Proctor, 2009-11-25 A proven guide to building financial models from scratch The Second Edition of Building Financial Models with Microsoft Excel + CD-ROM provides beginning and intermediate level computer users with step-by-step instructions on building financial models using Microsoft Excel 2007-the most popular spreadsheet program available. The accompanying CD-ROM contains Excel worksheets that track the course of the book and allow you to build your own financial models. This comprehensive resource also covers important topics such as the concepts of valuation, sensitivity analysis, and contribution margin. Offers accessible guidance on building financial models using Excel 2007 Illustrates how to integrate financial statements such as the balance sheet, income statement, and statement of cash flows Covers the basics of building and using a Capitalization Table Discusses how to best present a financial model Incorporating financial models into business decisions has become an essential element of good business practice, and this book will show you how to excel at this endeavor. |
| business case financial model template: Financial Modeling and Valuation Paul Pignataro, 2013-07-10 Written by the Founder and CEO of the prestigious New York School of Finance, this book schools you in the fundamental tools for accurately assessing the soundness of a stock investment. Built around a full-length case study of Wal-Mart, it shows you how to perform an in-depth analysis of that company's financial standing, walking you through all the steps of developing a sophisticated financial model as done by professional Wall Street analysts. You will construct a full scale financial model and valuation step-by-step as you page through the book. When we ran this analysis in January of 2012, we estimated the stock was undervalued. Since the first run of the analysis, the stock has increased 35 percent. Re-evaluating Wal-Mart 9months later, we will step through the techniques utilized by Wall Street analysts to build models on and properly value business entities. Step-by-step financial modeling - taught using downloadable Wall Street models, you will construct the model step by step as you page through the book. Hot keys and explicit Excel instructions aid even the novice excel modeler. Model built complete with Income Statement, Cash Flow Statement, Balance Sheet, Balance Sheet Balancing Techniques, Depreciation Schedule (complete with accelerating depreciation and deferring taxes), working capital schedule, debt schedule, handling circular references, and automatic debt pay downs. Illustrative concepts including detailing model flows help aid in conceptual understanding. Concepts are reiterated and honed, perfect for a novice yet detailed enough for a professional. Model built direct from Wal-Mart public filings, searching through notes, performing research, and illustrating techniques to formulate projections. Includes in-depth coverage of valuation techniques commonly used by Wall Street professionals. Illustrative comparable company analyses - built the right way, direct from historical financials, calculating LTM (Last Twelve Month) data, calendarization, and properly smoothing EBITDA and Net Income. Precedent transactions analysis - detailing how to extract proper metrics from relevant proxy statements Discounted cash flow analysis - simplifying and illustrating how a DCF is utilized, how unlevered free cash flow is derived, and the meaning of weighted average cost of capital (WACC) Step-by-step we will come up with a valuation on Wal-Mart Chapter end questions, practice models, additional case studies and common interview questions (found in the companion website) help solidify the techniques honed in the book; ideal for universities or business students looking to break into the investment banking field. |
| business case financial model template: Principles of Financial Modelling Michael Rees, 2018-03-19 The comprehensive, broadly-applicable, real-world guide to financial modelling Principles of Financial Modelling – Model Design and Best Practices Using Excel and VBAcovers the full spectrum of financial modelling tools and techniques in order to provide practical skills that are grounded in real-world applications. Based on rigorously-tested materials created for consulting projects and for training courses, this book demonstrates how to plan, design and build financial models that are flexible, robust, transparent, and highly applicable to a wide range of planning, forecasting and decision-support contexts. This book integrates theory and practice to provide a high-value resource for anyone wanting to gain a practical understanding of this complex and nuanced topic. Highlights of its content include extensive coverage of: Model design and best practices, including the optimisation of data structures and layout, maximising transparency, balancing complexity with flexibility, dealing with circularity, model audit and error-checking Sensitivity and scenario analysis, simulation, and optimisation Data manipulation and analysis The use and choice of Excel functions and functionality, including advanced functions and those from all categories, as well as of VBA and its key areas of application within financial modelling The companion website provides approximately 235 Excel files (screen-clips of most of which are shown in the text), which demonstrate key principles in modelling, as well as providing many examples of the use of Excel functions and VBA macros. These facilitate learning and have a strong emphasis on practical solutions and direct real-world application. For practical instruction, robust technique and clear presentation, Principles of Financial Modelling is the premier guide to real-world financial modelling from the ground up. It provides clear instruction applicable across sectors, settings and countries, and is presented in a well-structured and highly-developed format that is accessible to people with different backgrounds. |
| business case financial model template: The Green Book Great Britain. Treasury, 2003 This new edition incorporates revised guidance from H.M Treasury which is designed to promote efficient policy development and resource allocation across government through the use of a thorough, long-term and analytically robust approach to the appraisal and evaluation of public service projects before significant funds are committed. It is the first edition to have been aided by a consultation process in order to ensure the guidance is clearer and more closely tailored to suit the needs of users. |
| business case financial model template: Pro Excel Financial Modeling Tom Sawyer, 2009-06-29 Learn the business thinking behind financial modeling and execute what you know effectively using Microsoft Excel. Many believe that sales and profitability projections shown in financial models are the keys to success in attracting investors. The truth is that investors will come up with their own projections. The investor wants to understand the assumptions, structure, and relationships within the modeling of a startup. If the investor is satiated, the entrepreneur has successfully demonstrated a complete understanding of the business side of the enterprise. Pro Excel Financial Modeling provides the keys necessary to learn this thinking and to build the models that will illustrate it. Step–by–step approach to developing financial models in Excel Extensive case studies and Excel templates provided |
| business case financial model template: Hands-On Financial Modeling with Microsoft Excel 2019 Shmuel Oluwa, 2019-07-11 Explore the aspects of financial modeling with the help of clear and easy-to-follow instructions and a variety of Excel features, functions, and productivity tips Key FeaturesA non data professionals guide to exploring Excel's financial functions and pivot tablesLearn to prepare various models for income and cash flow statements, and balance sheetsLearn to perform valuations and identify growth drivers with real-world case studiesBook Description Financial modeling is a core skill required by anyone who wants to build a career in finance. Hands-On Financial Modeling with Microsoft Excel 2019 examines various definitions and relates them to the key features of financial modeling with the help of Excel. This book will help you understand financial modeling concepts using Excel, and provides you with an overview of the steps you should follow to build an integrated financial model. You will explore the design principles, functions, and techniques of building models in a practical manner. Starting with the key concepts of Excel, such as formulas and functions, you will learn about referencing frameworks and other advanced components of Excel for building financial models. Later chapters will help you understand your financial projects, build assumptions, and analyze historical data to develop data-driven models and functional growth drivers. The book takes an intuitive approach to model testing, along with best practices and practical use cases. By the end of this book, you will have examined the data from various use cases, and you will have the skills you need to build financial models to extract the information required to make informed business decisions. What you will learnIdentify the growth drivers derived from processing historical data in ExcelUse discounted cash flow (DCF) for efficient investment analysisBuild a financial model by projecting balance sheets, profit, and lossApply a Monte Carlo simulation to derive key assumptions for your financial modelPrepare detailed asset and debt schedule models in ExcelDiscover the latest and advanced features of Excel 2019Calculate profitability ratios using various profit parametersWho this book is for This book is for data professionals, analysts, traders, business owners, and students, who want to implement and develop a high in-demand skill of financial modeling in their finance, analysis, trading, and valuation work. This book will also help individuals that have and don't have any experience in data and stats, to get started with building financial models. The book assumes working knowledge with Excel. |
| business case financial model template: Business Model Generation Alexander Osterwalder, Yves Pigneur, 2013-02-01 Business Model Generation is a handbook for visionaries, game changers, and challengers striving to defy outmoded business models and design tomorrow's enterprises. If your organization needs to adapt to harsh new realities, but you don't yet have a strategy that will get you out in front of your competitors, you need Business Model Generation. Co-created by 470 Business Model Canvas practitioners from 45 countries, the book features a beautiful, highly visual, 4-color design that takes powerful strategic ideas and tools, and makes them easy to implement in your organization. It explains the most common Business Model patterns, based on concepts from leading business thinkers, and helps you reinterpret them for your own context. You will learn how to systematically understand, design, and implement a game-changing business model--or analyze and renovate an old one. Along the way, you'll understand at a much deeper level your customers, distribution channels, partners, revenue streams, costs, and your core value proposition. Business Model Generation features practical innovation techniques used today by leading consultants and companies worldwide, including 3M, Ericsson, Capgemini, Deloitte, and others. Designed for doers, it is for those ready to abandon outmoded thinking and embrace new models of value creation: for executives, consultants, entrepreneurs, and leaders of all organizations. If you're ready to change the rules, you belong to the business model generation! |
| business case financial model template: How to Write a Great Business Plan William A. Sahlman, 2008-03-01 Judging by all the hoopla surrounding business plans, you'd think the only things standing between would-be entrepreneurs and spectacular success are glossy five-color charts, bundles of meticulous-looking spreadsheets, and decades of month-by-month financial projections. Yet nothing could be further from the truth. In fact, often the more elaborately crafted a business plan, the more likely the venture is to flop. Why? Most plans waste too much ink on numbers and devote too little to information that really matters to investors. The result? Investors discount them. In How to Write a Great Business Plan, William A. Sahlman shows how to avoid this all-too-common mistake by ensuring that your plan assesses the factors critical to every new venture: The people—the individuals launching and leading the venture and outside parties providing key services or important resources The opportunity—what the business will sell and to whom, and whether the venture can grow and how fast The context—the regulatory environment, interest rates, demographic trends, and other forces shaping the venture's fate Risk and reward—what can go wrong and right, and how the entrepreneurial team will respond Timely in this age of innovation, How to Write a Great Business Plan helps you give your new venture the best possible chances for success. |
| business case financial model template: Using Excel for Business and Financial Modelling Danielle Stein Fairhurst, 2019-03-25 A hands-on guide to using Excel in the business context First published in 2012, Using Excel for Business and Financial Modelling contains step-by-step instructions of how to solve common business problems using financial models, including downloadable Excel templates, a list of shortcuts and tons of practical tips and techniques you can apply straight away. Whilst there are many hundreds of tools, features and functions in Excel, this book focuses on the topics most relevant to finance professionals. It covers these features in detail from a practical perspective, but also puts them in context by applying them to practical examples in the real world. Learn to create financial models to help make business decisions whilst applying modelling best practice methodology, tools and techniques. • Provides the perfect mix of practice and theory • Helps you become a DIY Excel modelling specialist • Includes updates for Excel 2019/365 and Excel for Mac • May be used as an accompaniment to the author’s online and face-to-face training courses Many people are often overwhelmed by the hundreds of tools in Excel, and this book gives clarity to the ones you need to know in order to perform your job more efficiently. This book also demystifies the technical, design, logic and financial skills you need for business and financial modelling. |
| business case financial model template: Building Financial Models John S. Tjia, 2004-01-10 Financial modeling is essential for determining a company's current value and projecting its future performance, yet few books explain how to build models for accurately interpreting financial statements. Building Financial Models is the first book to correct this oversight, unveiling a step-by-step process for creating a core model and then customizing it for companies in virtually any industry. Covering every aspect of building a financial model, it provides a broad understanding of the actual mechanics of models, as well as their foundational accounting and finance concepts. |
| business case financial model template: Financial Management for Small Businesses Steven D. Hanson, Lindon J. Robison, J. Roy Black, 2017 |
| business case financial model template: The Business Case Guide Marty J. Schmidt, 2002 |
| business case financial model template: Template Analysis for Business and Management Students Nigel King, Joanna M. Brooks, 2016-11-10 In Template Analysis, Nigel King and Joanna Brookes guide you through the origins of template analysis and its place in qualitative research, its basic components, and the main strengths and limitations of this method. Practical case studies and examples from published research then guide you through how to use it in your own research project. Ideal for Business and Management students reading for a Master’s degree, each book in the series may also serve as a reference book for doctoral students and faculty members interested in the method. Part of SAGE’s Mastering Business Research Methods, conceived and edited by Bill Lee, Mark N. K. Saunders and Vadake K. Narayanan and designed to support researchers by providing in-depth and practical guidance on using a chosen method of data collection or analysis. |
| business case financial model template: Financial Modeling Simon Benninga, Benjamin Czaczkes, 2000 Too often, finance courses stop short of making a connection between textbook finance and the problems of real-world business. Financial Modeling bridges this gap between theory and practice by providing a nuts-and-bolts guide to solving common financial problems with spreadsheets. The CD-ROM contains Excel* worksheets and solutions to end-of-chapter exercises. 634 illustrations. |
| business case financial model template: Financial Analysis and Modeling Using Excel and VBA Chandan Sengupta, 2009-11-09 An updated look at the theory and practice of financial analysis and modeling Financial Analysis and Modeling Using Excel and VBA, Second Edition presents a comprehensive approach to analyzing financial problems and developing simple to sophisticated financial models in all major areas of finance using Excel 2007 and VBA (as well as earlier versions of both). This expanded and fully updated guide reviews all the necessary financial theory and concepts, and walks you through a wide range of real-world financial problems and models that you can learn from, use for practice, and easily adapt for work and classroom use. A companion website includes several useful modeling tools and fully working versions of all the models discussed in the book. Teaches financial analysis and modeling and illustrates advanced features of Excel and VBA, using a learn-by-doing approach Contains detailed coverage of the powerful features of Excel 2007 essential for financial analysis and modeling, such as the Ribbon interface, PivotTables, data analysis, and statistical analysis Other titles by Sengupta: Financial Modeling Using C++ and The Only Proven Road to Investment Success Designed for self-study, classroom use, and reference This comprehensive guide is an essential read for anyone who has to perform financial analysis or understand and implement financial models. |
| business case financial model template: The Art of Company Valuation and Financial Statement Analysis Nicolas Schmidlin, 2014-06-09 The Art of Company Valuation and Financial Statement Analysis: A value investor’s guide with real-life case studies covers all quantitative and qualitative approaches needed to evaluate the past and forecast the future performance of a company in a practical manner. Is a given stock over or undervalued? How can the future prospects of a company be evaluated? How can complex valuation methods be applied in practice? The Art of Company Valuation and Financial Statement Analysis answers each of these questions and conveys the principles of company valuation in an accessible and applicable way. Valuation theory is linked to the practice of investing through financial statement analysis and interpretation, analysis of business models, company valuation, stock analysis, portfolio management and value Investing. The book’s unique approach is to illustrate each valuation method with a case study of actual company performance. More than 100 real case studies are included, supplementing the sound theoretical framework and offering potential investors a methodology that can easily be applied in practice. Written for asset managers, investment professionals and private investors who require a reliable, current and comprehensive guide to company valuation, the book aims to encourage readers to think like an entrepreneur, rather than a speculator, when it comes to investing in the stock markets. It is an approach that has led many to long term success and consistent returns that regularly outperform more opportunistic approaches to investment. |
| business case financial model template: Ask a Manager Alison Green, 2018-05-01 From the creator of the popular website Ask a Manager and New York’s work-advice columnist comes a witty, practical guide to 200 difficult professional conversations—featuring all-new advice! There’s a reason Alison Green has been called “the Dear Abby of the work world.” Ten years as a workplace-advice columnist have taught her that people avoid awkward conversations in the office because they simply don’t know what to say. Thankfully, Green does—and in this incredibly helpful book, she tackles the tough discussions you may need to have during your career. You’ll learn what to say when • coworkers push their work on you—then take credit for it • you accidentally trash-talk someone in an email then hit “reply all” • you’re being micromanaged—or not being managed at all • you catch a colleague in a lie • your boss seems unhappy with your work • your cubemate’s loud speakerphone is making you homicidal • you got drunk at the holiday party Praise for Ask a Manager “A must-read for anyone who works . . . [Alison Green’s] advice boils down to the idea that you should be professional (even when others are not) and that communicating in a straightforward manner with candor and kindness will get you far, no matter where you work.”—Booklist (starred review) “The author’s friendly, warm, no-nonsense writing is a pleasure to read, and her advice can be widely applied to relationships in all areas of readers’ lives. Ideal for anyone new to the job market or new to management, or anyone hoping to improve their work experience.”—Library Journal (starred review) “I am a huge fan of Alison Green’s Ask a Manager column. This book is even better. It teaches us how to deal with many of the most vexing big and little problems in our workplaces—and to do so with grace, confidence, and a sense of humor.”—Robert Sutton, Stanford professor and author of The No Asshole Rule and The Asshole Survival Guide “Ask a Manager is the ultimate playbook for navigating the traditional workforce in a diplomatic but firm way.”—Erin Lowry, author of Broke Millennial: Stop Scraping By and Get Your Financial Life Together |
| business case financial model template: HBR Guide to Persuasive Presentations Nancy Duarte, 2012 Terrified of speaking in front of a group> Or simply looking to polish your skills? No matter where you are on the spectrum, this guide will give you the confidence and the tools you need to get results. Learn how to wIn over tough crows, organize a coherent narrative, create powerful messages and visuals, connect with and engage your audience, show people why your ideas matter to them, and strike the right tone, in any situation. |
| business case financial model template: ADKAR Jeff Hiatt, 2006 In his first complete text on the ADKAR model, Jeff Hiatt explains the origin of the model and explores what drives each building block of ADKAR. Learn how to build awareness, create desire, develop knowledge, foster ability and reinforce changes in your organization. The ADKAR Model is changing how we think about managing the people side of change, and provides a powerful foundation to help you succeed at change. |
| business case financial model template: Business and Financial Models Clive Marsh, 2013-03-03 A good business model should describe how an organization creates and delivers value, meaning that financial modelling is a vital tool for business strategy, allowing hypotheses and scenarios to be translated into numbers. It enables a company to experiment with different ideas and scenarios in a safe, low-risk environment, to consider what it is aiming to achieve, and to prioritize accordingly. Business and Financial Models provides an accessible introduction to these essential strategic practices, with guidance on using Microsoft Excel for projection and analysis. The book takes you through the process of building your model from the initial phase of formulating questions through modelling cash flow, budgets, investment appraisal and 'dashboard' tools for monitoring performance. Ideal for both small and large companies, Business and Financial Models also includes coverage of new visual thinking techniques, like Structured Visual Thinking, and how these can be incorporated into conventional business modelling. Online supporting resources for this book include downloadable figures from the book. |
| business case financial model template: Financial Modeling Using Excel and VBA Chandan Sengupta, 2004-02-26 Reviews all the necessary financial theory and concepts, and walks you through a wide range of real-world financial models - cover. |
| business case financial model template: BIM Beyond Design Guidebook Jack Ray, 2020 The complexity of airport management has grown dramatically in recent years, with increased security requirements, a focus on sustainability, increased competition, new technologies, and traffic growth. The TRB Airport Cooperative Research Program's ACRP Research Report 214: BIM Beyond Design Guidebook gives airport owners the basic knowledge required to manage this complexity through building information modeling (BIM), a practice that has transformed the design and construction industry over the last decade and is now emerging as a key component to enhancing an asset life cycle management approach for many organizations.-- |
| business case financial model template: Financial Modeling in Excel For Dummies Danielle Stein Fairhurst, 2017-04-11 Make informed business decisions with the beginner's guide to financial modeling using Microsoft Excel Financial Modeling in Excel For Dummies is your comprehensive guide to learning how to create informative, enlightening financial models today. Not a math whiz or an Excel power-user? No problem! All you need is a basic understanding of Excel to start building simple models with practical hands-on exercises and before you know it, you'll be modeling your way to optimized profits for your business in no time. Excel is powerful, user-friendly, and is most likely already installed on your computer—which is why it has so readily become the most popular financial modeling software. This book shows you how to harness Excel's capabilities to determine profitability, develop budgetary projections, model depreciation, project costs, value assets and more. You'll learn the fundamental best practices and know-how of financial modeling, and how to put them to work for your business and your clients. You'll learn the tools and techniques that bring insight out of the numbers, and make better business decisions based on quantitative evidence. You'll discover that financial modeling is an invaluable resource for your business, and you'll wonder why you've waited this long to learn how! Companies around the world use financial modeling for decision making, to steer strategy, and to develop solutions. This book walks you through the process with clear, expert guidance that assumes little prior knowledge. Learn the six crucial rules to follow when building a successful financial model Discover how to review and edit an inherited financial model and align it with your business and financial strategy Solve client problems, identify market projections, and develop business strategies based on scenario analysis Create valuable customized templates models that can become a source of competitive advantage From multinational corporations to the mom-and-pop corner store, there isn't a business around that wouldn't benefit from financial modeling. No need to buy expensive specialized software—the tools you need are right there in Excel. Financial Modeling in Excel For Dummies gets you up to speed quickly so you can start reaping the benefits today! |
| business case financial model template: Business Analysis and Valuation Sue Joy Wright, Michael Bradbury, Philip Lee, Krishna G. Palepu, Paul M. Healy, 2014 Business Analysis and Valuation has been developed specifically for students undertaking accounting Valuation subjects. With a significant number of case studies exploring various issues in this field, including a running chapter example, it offers a practical and in-depth approach. This second edition of the Palepu text has been revitalised with all new Australian content in parts 1-3, making this edition predominantly local, while still retaining a selection of the much admired and rigorous Harvard case studies in part 4. Retaining the same author team, this new edition presents the field of valuation accounting in the Australian context in a clear, logical and thorough manner. |
| business case financial model template: Business Case Essentials Marty J. Schmidt, 2009 A brief but complete outline of what belongs in a business case and why it belongs. It assumes no prior background in finance or business planning. The focus is on questions like these: How do I prove that one choice is the best business decision? How do I show that all important costs and benefits are included? How do I show that alternative action proposals are compared fairly? How do I establish value for benefits--even non financial benefits? How do I build a business case when I am in a government or non profit organization? How do I minimize risk and show management how to maximize business results? |
| business case financial model template: Investment Banking Joshua Rosenbaum, Joshua Pearl, 2020-03-20 A timely update to the global bestselling book on investment banking and valuation – this new edition reflects valuable contributions from Nasdaq and the global law firm Latham & Watkins LLP plus access to the online valuation models and course. In the constantly evolving world of finance, a solid technical foundation is an essential tool for success. Due to the fast-paced nature of this world, however, no one was able to take the time to properly codify its lifeblood--namely, valuation and dealmaking. Rosenbaum and Pearl originally responded to this need in 2009 by writing the first edition of the book that they wish had existed when they were trying to break into Wall Street. Investment Banking: Valuation, LBOs, M&A, and IPOs, 3rd Edition is a highly accessible and authoritative book written by investment bankers that explains how to perform the valuation work and financial analysis at the core of Wall Street – comparable companies, precedent transactions, DCF, LBO, M&A analysis...and now IPO analytics and valuation. Using a step-by-step, how-to approach for each methodology, the authors build a chronological knowledge base and define key terms, financial concepts, and processes throughout the book. The genesis for the original book stemmed from the authors' personal experiences as students interviewing for investment banking positions. As they both independently went through the rigorous process, they realized that their classroom experiences were a step removed from how valuation and financial analysis were performed in real-world situations. Consequently, they created this book to provide a leg up to those individuals seeking or beginning careers on Wall Street – from students at undergraduate universities and graduate schools to career changers looking to break into finance. Now, over 10 years after the release of the first edition, the book is more relevant and topical than ever. It is used in over 200 universities globally and has become a go-to resource for investment banks, private equity, investment firms, and corporations undertaking M&A transactions, LBOs, IPOs, restructurings, and investment decisions. While the fundamentals haven't changed, the environment must adapt to changing market developments and conditions. As a result, Rosenbaum and Pearl have updated their widely adopted book accordingly, turning the latest edition of Investment Banking: Valuation, LBOs, M&A, and IPOs into a unique and comprehensive training package, which includes: Two new chapters covering IPOs plus insightful contributions from Nasdaq, the leading U.S. exchange and technology provider for IPOs and new listings, and global law firm Latham & Watkins LLP Access to six downloadable valuation model templates, including Comparable Companies Analysis, Precedent Transactions Analysis, Discounted Cash Flow Analysis, Leveraged Buyout Analysis, M&A Analysis, and IPO Valuation Six-month access to online Wiley Investment Banking Valuation Course featuring bite-sized lessons, over five hours of video lectures, 100+ practice questions, and other investment banking study tools Launch your career on Wall Street and hone your financial expertise with Rosenbaum and Pearl’s real-world knowledge and forward-looking guidance in the latest edition of Investment Banking: Valuation, LBOs, M&A, and IPOs. |
| business case financial model template: Corporate and Project Finance Modeling Edward Bodmer, 2014-11-10 A clear and comprehensive guide to financial modeling and valuation with extensive case studies and practice exercises Corporate and Project Finance Modeling takes a clear, coherent approach to a complex and technical topic. Written by a globally-recognized financial and economic consultant, this book provides a thorough explanation of financial modeling and analysis while describing the practical application of newly-developed techniques. Theoretical discussion, case studies and step-by-step guides allow readers to master many difficult modeling problems and also explain how to build highly structured models from the ground up. The companion website includes downloadable examples, templates, and hundreds of exercises that allow readers to immediately apply the complex ideas discussed. Financial valuation is an in-depth process, involving both objective and subjective parameters. Precise modeling is critical, and thorough, accurate analysis is what bridges the gap from model to value. This book allows readers to gain a true mastery of the principles underlying financial modeling and valuation by helping them to: Develop flexible and accurate valuation analysis incorporating cash flow waterfalls, depreciation and retirements, updates for new historic periods, and dynamic presentation of scenario and sensitivity analysis; Build customized spreadsheet functions that solve circular logic arising in project and corporate valuation without cumbersome copy and paste macros; Derive accurate measures of normalized cash flow and implied valuation multiples that account for asset life, changing growth, taxes, varying returns and cost of capital; Incorporate stochastic analysis with alternative time series equations and Monte Carlo simulation without add-ins; Understand valuation effects of debt sizing, sculpting, project funding, re-financing, holding periods and credit enhancements. Corporate and Project Finance Modeling provides comprehensive guidance and extensive explanation, making it essential reading for anyone in the field. |
| business case financial model template: Organizing for Sustainability Jan Jonker, 2021 This upper-level Open Access textbook aims to educate students and professionals on how to develop business models that have a positive impact on people, society, and the social and ecological environment. It explores a different view of how to organize value creation, from a focus on an almost exclusively monetary value creation to one that creates positive impact through multiple values. The book offers students and entrepreneurs a structured approach based through the Business Model Template (BMT). It consists of three stages and ten building blocks to facilitate the development of a business model. Users, be they students or practitioners, need to choose from one of the three offered business model archetypes, namely the platform, community, or circular business models. Each archetype offers a dedicated logic for vale creation. The book can be used to develop a business model from scratch (turning an idea into a working prototype) or to transform an existing business model into one of the three archetypes. Throughout the book extra sources, links to relevant online video clips, assignments and literature are offered to facilitate the development process. This book will be of interest to students studying the development of business models, sustainable management, innovation, and value creation. It will also be of interest executives, and professionals such as consultants or social entrepreneurs seeking further education.-- Provided by publisher. |
| business case financial model template: Business Plan Template and Example Alex Genadinik, 2015 This book is now used by the University of Kentucky entrepreneurship program. This book will give you a fresh and innovative way to write a business plan that will help you: - Complete your business plan faster - Avoid confusion and frustration - Focus on the core of your business and create more effective business strategies To help you learn the business planning process from the ground up, this book gets you started with a very basic business plan and helps you expand it as you make your way through the book. This way, you have less confusion and frustration and are more likely to finish your business plan faster and have it be better. This way you get a business plan template together practical explanations and an example. So whatever your learning style might be, this book has a high chance of being effective for you. If business planning seems to you complex and scary, this book will make it simple for you. It is written in simple and clear language to help you get started and create a great business plan. So what are you waiting for? Get this book now, and start creating a great business plan for your business today. Also recently added in the last update of this book is a business plan sample since many people commented that they wanted a business plan example. Although for my taste as an entrepreneur, I rather give you lots of great business planning strategies and theory that you can use in the real world instead of having a business plan template or workbook to write your business plan from. After all, a business plan is just a document. But to make your business a success, you will have to do it in the real world. So when you try to figure out how to create a business plan, don't just focus on the business plan document. Instead, focus on a plan for the real world with actionable and effective strategies. Get the book now, and start planning your business today. |
| business case financial model template: The One-Page Financial Plan Carl Richards, 2015-03-31 A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE. |
| business case financial model template: The Nonprofit Business Plan David La Piana, Heather Gowdy, Lester Olmstead-Rose, Brent Copen, 2017-03-24 A fresh, compelling approach to establishing a sustainable, results-driven nonprofit business plan. Nonprofits often use the terms “strategic planning” and “business planning” interchangeably, but a good business plan goes beyond the traditional strategic plan with its focus on mission and vision, goals and objectives. The Nonprofit Business Plan, created by the nationally recognized nonprofit consultant experts at La Piana Consulting, helps your nonprofit organization understand what a strategic business plan is and why you need one, then provides a practical, proven process for creating a successful, sustainable business model. This groundbreaking resource further explains how your nonprofit can determine whether a potential undertaking is economically viable—a vital tool in today’s economic climate—and how to understand and solve challenges as they arise. With detailed instructions, worksheets, essential tools, case studies, and a rigorous financial analysis presented clearly and accessibly for executives, board members, and consultants, The Nonprofit Business Plan is also an important resource for non-specialist audiences such as potential funders and investors. This innovative step-by-step guide will provide your team with a solid set of business decisions so that your nonprofit can achieve maximum results for years to come. |
| business case financial model template: Fundamentals of Financial Accounting Fred Phillips, Robert Libby, Patricia A. Libby, 2011-01 |
| business case financial model template: Scaling Up Verne Harnish, 2014 In this guide, Harnish and his co-authors share practical tools and techniques to help entrepreneurs grow an industry -- dominating business without it killing them -- and actually have fun. Many growth company leaders reach a point where they actually dread adding another customer, employee, or location. It feels like they are just adding more weight to an ever-heavier anchor they are dragging through the sand. To make matters worse, the increased revenues have not turned into more profitability, so at some point they wonder if the journey is worth the effort. This book focuses on the four major decisions every company must get right: People, Strategy, Execution and Cash. The book includes a series of One-Page tools including the One-Page Strategic Plan and the Rockefeller Habits Execution Checklist, which more than 40,000 firms around the globe have used to scale their companies successfully. |
| business case financial model template: The Great Mental Models, Volume 1 Shane Parrish, Rhiannon Beaubien, 2024-10-15 Discover the essential thinking tools you’ve been missing with The Great Mental Models series by Shane Parrish, New York Times bestselling author and the mind behind the acclaimed Farnam Street blog and “The Knowledge Project” podcast. This first book in the series is your guide to learning the crucial thinking tools nobody ever taught you. Time and time again, great thinkers such as Charlie Munger and Warren Buffett have credited their success to mental models–representations of how something works that can scale onto other fields. Mastering a small number of mental models enables you to rapidly grasp new information, identify patterns others miss, and avoid the common mistakes that hold people back. The Great Mental Models: Volume 1, General Thinking Concepts shows you how making a few tiny changes in the way you think can deliver big results. Drawing on examples from history, business, art, and science, this book details nine of the most versatile, all-purpose mental models you can use right away to improve your decision making and productivity. This book will teach you how to: Avoid blind spots when looking at problems. Find non-obvious solutions. Anticipate and achieve desired outcomes. Play to your strengths, avoid your weaknesses, … and more. The Great Mental Models series demystifies once elusive concepts and illuminates rich knowledge that traditional education overlooks. This series is the most comprehensive and accessible guide on using mental models to better understand our world, solve problems, and gain an advantage. |
| business case financial model template: Strategic Benefits Realization Craig Letavec, 2014-02-19 “Strategic Benefits Realization never loses focus on the ultimate goal of any organization—to achieve business benefits that endure. Craig Letavec’s common sense approach and practical guidance can be applied throughout the entire benefits realization life cycle to ensure true business value from project investments. Business and project professionals can apply the author’s business-focused techniques immediately—a must read in today’s highly competitive global marketplace.” —Marc Resch, President, Resch Group, and best-selling author This desk reference offers practical guidance for program managers, portfolio managers, and business leaders in the implementation of benefits realization management in organizations. Aligned with global standards, this book extends the knowledge contained in these standards through practical implementation guidance, examples, and additional detail created to assist organizations in implementing benefits realization management as a business practice to support the achievement of strategic business benefits. It also addresses important considerations in organizational change management, providing insights on leveraging key principles to guide successful implementation of the business change required to realize benefits through project and program work. Leveraging benefits realization management at the business portfolio level is covered as well. This book is ideal for organizations beginning to implement benefits realization management and those that wish to mature existing practices. Strategic Benefits Realization provides a practical approach to implementing benefits realization management in organizations that is aligned to PMI’sStandard for Program Management and other global standards, and is presented in the context of program and portfolio management. The guidance offered supports effective governance and execution management to deliver business value. |
| business case financial model template: Public-Private Partnerships E. R. Yescombe, 2011-04-01 Over the last decade or so, private-sector financing through public-private partnerships (PPPs) has become increasingly popular around the world as a way of procuring and maintaining public-sector infrastructure, in sectors such as transportation (roads, bridges, tunnels, railways, ports, airports), social infrastructure (hospitals, schools, prisons, social housing) public utilities (water supply, waste water treatment, waste disposal), government offices and other accommodation, and other specialised services (communications networks or defence equipment). This book, based on the author's practical experience on the public- and private-sector sides of the table, reviews the key policy issues which arise for the public sector in considering whether to adopt the PPP procurement route, and the specific application of this policy approach in PPP contracts, comparing international practices in this respect. It offers a systematic and integrated approach to financing PPPs within this public-policy framework, and explains the project-finance techniques used for this purpose. The book deals with both the Concession and PFI models of PPP, and provides a structured introduction for those who are new to the subject, whether in the academic, public-sector, investment, finance or contracting fields, as well as an aide memoire for those developing PPP policies or negotiating PPPs. The author focuses on practical concepts, issues and techniques, and does not assume any prior knowledge of PPP policy issues or financing techniques. The book describes and explains:* The different types of PPPs and how these have developed* Why PPPs are attractive to governments* General policy issues for the public sector in developing a PPP programme* PPP procurement procedures and bid evaluation* The use of project-finance techniques for PPPs* Sources of funding* Typical PPP contracts and sub-contracts, and their relationship with the project's financial structure * Risk assessment from the points of view of the public sector, investors, lenders and other project parties* Structuring the investment and debt financing* The key issues in negotiating a project-finance debt facility. In addition the book includes an extensive glossary, as well as cross-referencing.*Reviews the PPP policy framework and development from an international perspective*Covers public- and private-sector financial analysis, structuring and investment in PPPs*No prior knowledge of project financing required |
| business case financial model template: HBR Guide to Building Your Business Case Raymond Sheen, Amy Gallo, 2015 You've got a great idea that will increase revenue or productivity--but how do you get approval to make it happen? By building a business case that clearly shows its value. Maybe you struggle to win support for projects because you're not sure what kind of data your stakeholders will trust, or naysayers always seem to shoot your ideas down at the last minute. Or perhaps you're intimidated by analysis and number crunching, so you just take a stab at estimating costs and benefits, with little confidence in your accuracy. To get any idea off the ground at your company you'll have to make a strong case for it. This guide gives you the tools to do that-- |
| business case financial model template: Secrets of Business Plan Writing Andrei Besedin, 2017-10-16 BUSINESS PLAN WRITING Do you have the plan of starting a business? Do you wish to develop an existing business? Or are you starting a non-profit? Whatever your project may be, you need to create a plan and knowledge that will ensure you have a successful business operation. Even though the business planning process takes lots of shape, form, and level of intensity, it is something that should be done so your business won’t fail. Almost 50% of new businesses fail within 5 years of establishment. A perfect business plan can help your business survive and grow. That is why we have made our incredible short book titled “Secrets of Business Plan Writing” available for you. We don’t want your business to add up to the statistics of failing businesses. Whatever the stage of your business this influential book is just for you. If you are wondering how much this short book can benefit you, we will show you the embedded benefits of this product. •You will find out why you need a business plan and various templates for you •You will learn the step-by-step process of writing a business plan • It offers navigation index you can use as reference guide •Each process provided are easy to understand, so you will spend less time writing a business plan and have more time for your business. •The Secrets of Business Plan Writing is loaded with actionable advice, information and various sources to get your information. Of course, we cannot argue the fact that our product is not 100% detailed. How primary focus is to ensure your business is headed towards the right direction, you understand each section of your business plan, and also provide you great pointers so you can write a satisfactory business plan. The Secrets of Business Plan Writing our incredible book has in store for you would save you the cost of employing a professional to write your business plan for you. You could save about US$2000 which is more than enough to take care of some other important projects. The more you delay purchasing this powerful short book, the more you be at the risk of getting a low customer volume, budget problems, and in a worst-case scenario closure of your business. So why wait when you have something that can offer you the saving grace! To be successful in your business prevent it from adding to the number of failing business today, click the buy button on the upper right side of the page and obtain your copy of the book in just a single click! Keep in mind that the more you delay purchasing this fantastic short book, the more your business and the entire process be at risk. So get your copy now! |
| business case financial model template: 24-hour Business Plan Template Steven Fies, 2015-09-03 Writing a business plan should be simple, dynamic, and straightforward. More importantly, it must be a FUNCTIONAL tool that advances you forward towards your goals -- rather than holding you back due to endless tinkering and perfecting of your plan without taking action. Enter the 24 Hour Business Plan Template, your functional tool to get you there as efficiently as possible. This is a complete guide that includes a downloadable pre-formatted business plan template and cash flow spreadsheet to help you get started. In the book, I lay out the method I personally used to plan my own business - and in doing so, leave my full-time job and start my business on a full-time basis within seven months. My plan itself was constructed in under 24 hours on January 1, 2015 as my new years resolution; the remainder of the time spent was executing this plan over time. In the book you'll learn how to do the same, or close to it at the very least - and you'll begin to understand why this efficiency in the beginning is so important. To reiterate, it's important to get to the action-taking phase as soon as possible. This cannot be overstated enough. Successful entrepreneurs and authors like Eric Ries, Gabriel Weinberg, and Justin Mares tout this very principle in their books The Lean Startup and Traction -- the simple fact is, it's much easier to make progress by taking action and adapting over time vs. trying to get everything perfect the first time around. Too much time can be spent getting stuck in your head due to information paralysis or perfectionism, only to wake up one day realizing you've actually done nothing concrete at all to advance your goals. Don't be this person! Get up out of your chair and take action to make your goals happen. Realize that it may take several iterations of creating a business plan, or cycling through various ideas, before you feel confident in moving forward with one in particular. This is okay -- and in fact, it's the exact reason why you need to be efficient during the initial planning and evaluation stage. Much better to spent one or two weeks cycling through 5-10 ideas than an entire year getting nowhere. In this book, we'll cover the following topics: -The importance of validation, and how to validate your business idea. -The key elements of designing an amazing cover page for your business plan. -How to write an executive summary, and why it must be written last after everything else. -The proper elements that make up your Company Objectives section. -The right approach to laying out your Products & Services section. -How to setup a target customer profile including the right questions to ask. -Websites and tables that will greatly simplify your industry and competitor analyses. -Several possibilities for getting started with sales and marketing, and the difference between each. -The key elements that will comprise your operational plan and any business logistics. -What roles need to be defined in your Management section. -The preferred formats and metrics to use in your business capitalization (initial funding) section. -How to lay out your financial plan, both for your business and your personal finances. Please know fat was trimmed from every section of this book to ensure you can get through it and understand the key principles quickly and move on to actually creating your own plan. Only the critical elements were left in, with additional explanation added at key junctions to ensure comprehension. Whether you're venturing out for your first time as an entrepreneur, or you're a seasoned veteran looking for a no-nonsense way to manage the planning process for your next venture, 24 Hour Business Plan Template belongs on your tool belt. |
| business case financial model template: Commercial Bank Valuation William D. Miller, 1995-11-03 The value of a bank is a complex and involved topic. Dertermining value requires an understanding of the purposed of the valuation, the underlying business, the assets involved, the outlook for the market served, competitive position, financial history, and a host of other factors. For example, establishing the value based solely on a bank's book value is a convenient shorthand, but not a good technique of establishing actual value. Regardless of the potential need for a proper valuation, commercial banks and bank holding companies have several characteristics that distinguishe them from other types of businesses and that influence the application of valuation techniques. It is critical to bear these in mind during the valuation process. Provides a thorough and practical discussion of valuation and techniques that apply to the banking and financial services industry. By necessity, however, the scope of the discussion goes beyond valuation. It is necessary to understand various transactional processes (e.g., the merger & acquisition process), target bank analysis, tax ramification, and specific accounting rules, in addition to valuation methodology. Consequently, this title is a beneficial primer for those with only a cursory knowledge of banking and valuation as well as a useful reference for seasoned professionals. |
Business Case Template - fnii.ca
• Financial Model – Financial model is the basis of the financial case and accounts for all whole-of-life costs and all funding sources and / or revenue streams expected over the infrastructure …
Guide to developing the Project Business Case - GOV.UK
Thanks are due to Joe Flanagan for origination of the five case model and authorship of the guidance, with whom I have been privileged to work on both this publication and the Better …
DOD IT Business Case Analysis Template - DEPARTMENT OF …
Jul 26, 2018 · Specify POC roles and responsibility in the writing of the BCA so that any questions can be more quickly addressed.
ANNEXURE C BUSINESS CASE GUIDELINES AND TEMPLATE
This Public Service CGICT Business Case Guideline provides guidance for developing a business case as required in the Public Service Corporate Governance of ICT Policy Framework.
MODEL FULL BUSINESS CASE (FBC) STRUCTURE
The FBC will be developed in the same format as the Outline Business Case (OBC). Where there is material change between what was anticipated in the OBC and what is negotiated with the …
Financial Modelling in Excel (Intermediate) - Plum Solutions
Inputs for Example Case Study Model Based on the information given below, build a business case in Excel which will give the five year NPV and IRR and the payback period, and market …
Financial Model Template
Each Template needs to be adjusted for the individual project or business case with its assumptions and eventual modifications by the User. The User is self-responsible for …
Better Business Cases Single Stage Light Business Case Template
This document provides a template for completing a Single Stage Light Business Case as part of the Better Business Cases guidance. The template applies for investment decisions
Business Case Template - cpsa.com
business case & roi template INSTRUCTIONS : Use this template to strategize and practice your Business Case & ROI to earn the business of a potential client or earn more business with an …
Detailed business case template - industry.nt.gov.au
Approval to develop a Detailed Business Case is usually obtained from the Project Sponsor, after an initial Strategic Business Case has been completed and approved.
Business Case Sample - Institute for Healthcare Improvement
Data and project details, including project name, are illustrative and provided as examples only.
BUILDING A BUSINESS CASE FOR SMARTER HR, PAYROLL …
To support you in preparing a business case for delivering a smarter HR, payroll and finance solution, we have prepared a template that will help you justify the value to your business.
Business Case template for ICT projects - Joinup
Design/Architecture The Business case model is a spreadsheet with the following tabs: - Home containing master data. - Scenario 0, describing the current operation.
Business Case Template - Gov
Committee uses a multi-criteria decision analysis framework to assess business cases for making recommendations. This business case template is structured to guide authors in providing …
Business Case - First Nations University of Canada
A business case is typically a presentation or a proposal to an authority by an organization seeking funding (which includes an increase in your areas budget) or for an activity, initiative, …
A MODEL OUTLINE BUSINESS CASE(OBC) STRUCTURE
The purpose of the Outline Business Case (OBC) is to seek approval from the government for the preferred project and procurement options and to obtain funding if the project is not financially …
Local government: How to build a business case - KPMG
Through KPMG’s work with over 100 public sector bodies we have produced a practical guide to preparing robust and proportionate business cases to support both routine and strategic …
United Kingdom - OECD Infrastructure Toolkit
The Five Case Model is the required standard for developing a business case for public investments in the United Kingdom. It has been adopted by the G20 as an international …
The Five Case Model Reference Tool, Training ByteSize UK
The Five Case Model is a method of creating better business cases. It is a structured and standardised format for constructing business cases. In a government sense, The Five Case …
Using the Praxis Framework to support the Five Case Model
This document brings together the Five Case Model with best practice in project, programme and portfolio management (P3M) from the Praxis Framework, in a simple and accessible way.
Business Case Template - fnii.ca
• Financial Model – Financial model is the basis of the financial case and accounts for all whole-of-life costs and all funding sources and / or revenue streams expected over the infrastructure …
Guide to developing the Project Business Case - GOV.UK
Thanks are due to Joe Flanagan for origination of the five case model and authorship of the guidance, with whom I have been privileged to work on both this publication and the Better …
DOD IT Business Case Analysis Template - DEPARTMENT OF …
Jul 26, 2018 · Specify POC roles and responsibility in the writing of the BCA so that any questions can be more quickly addressed.
ANNEXURE C BUSINESS CASE GUIDELINES AND TEMPLATE
This Public Service CGICT Business Case Guideline provides guidance for developing a business case as required in the Public Service Corporate Governance of ICT Policy Framework.
MODEL FULL BUSINESS CASE (FBC) STRUCTURE
The FBC will be developed in the same format as the Outline Business Case (OBC). Where there is material change between what was anticipated in the OBC and what is negotiated with the …
Financial Modelling in Excel (Intermediate) - Plum Solutions
Inputs for Example Case Study Model Based on the information given below, build a business case in Excel which will give the five year NPV and IRR and the payback period, and market …
Financial Model Template
Each Template needs to be adjusted for the individual project or business case with its assumptions and eventual modifications by the User. The User is self-responsible for …
Better Business Cases Single Stage Light Business Case …
This document provides a template for completing a Single Stage Light Business Case as part of the Better Business Cases guidance. The template applies for investment decisions
Business Case Template - cpsa.com
business case & roi template INSTRUCTIONS : Use this template to strategize and practice your Business Case & ROI to earn the business of a potential client or earn more business with an …
Detailed business case template - industry.nt.gov.au
Approval to develop a Detailed Business Case is usually obtained from the Project Sponsor, after an initial Strategic Business Case has been completed and approved.
Business Case Sample - Institute for Healthcare Improvement
Data and project details, including project name, are illustrative and provided as examples only.
BUILDING A BUSINESS CASE FOR SMARTER HR, PAYROLL …
To support you in preparing a business case for delivering a smarter HR, payroll and finance solution, we have prepared a template that will help you justify the value to your business.
Business Case template for ICT projects - Joinup
Design/Architecture The Business case model is a spreadsheet with the following tabs: - Home containing master data. - Scenario 0, describing the current operation.
Business Case Template - Gov
Committee uses a multi-criteria decision analysis framework to assess business cases for making recommendations. This business case template is structured to guide authors in providing …
Business Case - First Nations University of Canada
A business case is typically a presentation or a proposal to an authority by an organization seeking funding (which includes an increase in your areas budget) or for an activity, initiative, …
A MODEL OUTLINE BUSINESS CASE(OBC) STRUCTURE
The purpose of the Outline Business Case (OBC) is to seek approval from the government for the preferred project and procurement options and to obtain funding if the project is not financially …
Local government: How to build a business case - KPMG
Through KPMG’s work with over 100 public sector bodies we have produced a practical guide to preparing robust and proportionate business cases to support both routine and strategic …
United Kingdom - OECD Infrastructure Toolkit
The Five Case Model is the required standard for developing a business case for public investments in the United Kingdom. It has been adopted by the G20 as an international …
The Five Case Model Reference Tool, Training ByteSize UK
The Five Case Model is a method of creating better business cases. It is a structured and standardised format for constructing business cases. In a government sense, The Five Case …
Using the Praxis Framework to support the Five Case Model
This document brings together the Five Case Model with best practice in project, programme and portfolio management (P3M) from the Praxis Framework, in a simple and accessible way.
