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DCF & Sensitivity - Business Valuation Model (Excel XLSX)
Excel (XLSX)
BENEFITS OF DOCUMENT
- Enables users to calculate DCF and perform Business Valuation and Sensitivity Analysis
- Customizable for any type of business/industry
DESCRIPTION
User friendly template providing valuation tools for any type of business/industry.
Template includes 3 Statement Financial Model for 5-Year Actual and 5-Year Forecast Scenario, Calculation of WACC, Discounted Cash Flow and Business Valuation and highly-sophisticated Sensitivity Analysis.
The template is built using Financial Modeling Best Practices and is fully customizable.
Inputs:
-Contents: Update Company's General Info and select currency from the drop-down list
-Financial Statements: Update Assumptions for Forecast Periods.
Update Income Statement, Balance Sheet, Cash Flow and Supporting Schedules Data for the Actual Periods
-WACC: Update Data for Comparable Companies and Calculation Assumptions.
-DCF & Valuation: Update Valuation Assumptions
Outputs:
-Financial Statements: 5-Year Forecast
-WACC: Calculation of Weighted Average Cost of Capital, which is used for Business Valuation
-DCF & Business Valuation: Discounted Cash Flow, Calculation of Enterprise Value, Equity Value, Targeted Share Price, IRR and Valuation Ratios
-Sensitivity Analysis: Presentation of various outputs and assumptions that affect Share Price
General Notes:
-Beta in WACC Tab is calculated based on Comparable Companies data. You can use sites as Yahoo Finance, Statistica, Capital IQ, etc. for reference
-Some cells in tabs "DCF & Valuation" & "Sensitivity Analysis" are locked. They are used to populate the sensitivity tables in a different worksheet, so please do not edit
-In the "Sensitivity" tab, you may change the blue colored percentage(%), to see how a change in the output impacts the share price
The template also features comprehensive financial statements for both actual and forecast periods, ensuring a robust analysis of historical performance and future projections. Detailed assumptions for income statement, balance sheet, and cash flow are meticulously laid out, allowing for precise customization to fit specific business scenarios. The WACC tab provides a thorough breakdown of comparable companies' beta, debt, and equity, facilitating an accurate cost of capital calculation. The DCF model includes key assumptions such as tax rate, discount rate, and revenue growth, delivering a clear picture of enterprise and equity value. This tool is indispensable for executives seeking a reliable and detailed valuation model.
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Source: Best Practices in Valuation Model Example, Valuation Excel: DCF & Sensitivity - Business Valuation Model Excel (XLSX) Spreadsheet, Profit Vision
ABOUT THE AUTHOR
Profit Vision provides Consulting & Outsourced Financial Services as well as Financial Planning & Performance analysis to small and mid-size businesses by implementing efficient and effective tools to assist them with start-up business plans or improve their ongoing operations.
Our range of services include Financial & Operational Analysis, Business Planning, Budgeting & Forecasting, Cash Flow
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