Free Stuff

We have a range of free resources for our clients - ranging from e-books to sample spreadsheets. Ask us for our factsheet index.  Clients can contact us to obtain spreadsheets for managing your property portfolio. JUST ASK!

Visit Business with Attitude Radio at http://www.bwaradio.co.uk for our syndicated online business podcast.

Please feel free to download the following spreadsheets from elsewhere on the web:

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