Building the Essential BV Templates in Excel

January 2020 PDF, Softcover (141 pages)

Shawn Hyde

Business Valuation Resources, LLC

Building the Essential BV Templates in Excel is the first resource of its kind - a practical, hands-on guide to understanding and building Excel templates for business valuation analysis. While many practitioners choose to use off-the-shelf software packages, this must-have guide offers a more sophisticated approach that will prove indispensable for any BV practitioner looking to up his or her Excel game to the highest level. 

The author has just released a highly anticipated add-on that features Excel templates for Bizminer users that will save valuable time. This update enables users to: 

  • Use the new templates to download industry reports from Bizminer as .csv versions
  • Easily incorporate new data into a sheet in the Excel template and rapidly define a set of financial ratios calculated for both the industry and the subject company 

 

This publication and many more are also available for download with a subscription to the Digital Library or BVResearch Pro.
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Categories: valuation method


Highlights of the guide include:

 

  • Up your Excel game and take your BV analysis to new heights: Join sophisticated and well-respected business valuation practitioners and learn how to easily build a template that maximizes your valuation analysis and clearly showcases all conclusions

     

  • Harness the advanced power of Excel: The expert author provides readers with an advanced and thorough understanding of Excel capabilities and application in business valuation to best support analysis

     

  • Master the subject with a hands-on learning approach: This easy-to-follow publication includes web-based videos, Excel samples, and comprehensive coverage of numerous business valuation analysis scenarios

Table of Contents

 

  • ABOUT THE AUTHOR

  • THE ‘WHY’ BEHIND THIS BOOK

  • INTRODUCTION

  • CONTROL SHEET

  • FINANCIAL SPREADS

  • ABV METHOD

  • NORMALIZED INCOME STATEMENTS

  • DETERMINATION OF CAPITALIZATION RATE

  • BRIEF DISCUSSION ON PROJECTIONS

  • CAPITALIZATION OF EARNINGS METHOD

  • DISCOUNTED CASH FLOW METHOD

  • OPTIONAL MODIFICATION TO THE CAPITALIZATION OF EARNINGS METHOD—THE MIDYEAR CONVENTION

  • EXCESS EARNINGS METHOD

  • PRIVATE COMPANY TRANSACTION METHOD

  • RECONCILIATION

  • PURCHASE JUSTIFICATION TEST

  • BRIEF DISCUSSION ON FINANCIAL RATIO ANALYSIS

  • LAST STEP—CLEANING UP THE TEMPLATE

  • APPENDIX