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Financial Model Review Template and 3 statement Model (Word DOCX)
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BENEFITS OF DOCUMENT
- Provides a template to assist with reviewing a financial model
- Provides a framework for building out a three statement financial model
DESCRIPTION
This product (Financial Model Review Template and 3 statement Model) is a 16-page Word document, which you can download immediately upon purchase.
Large-scale financial models are time-consuming. Financial models are an integral part of the business decision-making process, enabling organizations to assess the financial implications of commercial decisions with confidence.
The construction of a robust financial model is the cornerstone of accurate, informed, and timely commercial decision making and forecasting. Company boards, CFO's, and financiers want to ensure they are dealing with fair and accurate financial information.
By reviewing the detail of the assumptions and formula, and undertaking a high-level review of outputs, we are able to provide assurance on the flow of data from initial assumptions through to output schedules. In addition, we analyze key sensitivities to provide further assurance on the integrity of the model and to identify any potential funding issues or covenant breaches.
This letter presents the template to report findings of a financial model review in the context of your clients' requirements, which may include a summary of errors identified during the review with recommendations on ways to improve the structure of the model.
It will enable you to communicate the findings of the financial model for your business, project, or investment reviewed or audited to provide comfort that the right information to make an informed business decision is available to key stakeholders.
In addition to the financial model review template, a general three statement financial model developed in accordance with best practice is attached.
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Source: Best Practices in Financial Modeling Word: Financial Model Review Template and 3 statement Model Word (DOCX) Document, Corporate Finance 101
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ABOUT THE AUTHOR
Corporate Finance 101 consists of consultants who have experience helping professionals across disciplines, including strategy consultancies and transaction advisory houses, to aid the quality of the thinking behind their output.
These documents are prepared to help you increase the impact of your business communication and save you valuable time.
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Transaction Advisory (M&A) Toolkit
This bundle contains 8 total documents. See the additional documents to the right.
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