General Valuation   Document Bundle
$135.00

THIS IS A DOCUMENT BUNDLE.

A bundle is a pre-defined set of documents. By purchasing the document bundle as a whole, you achieve significant savings from purchasing the documents individually. There is sometimes duplicate content among the bundled documents. See full details below.

General Valuation (Document Bundle)

General Valuation (Document Bundle)

$135.00

Add to Cart
  


Immediate download
Editable with PDF editor
Free lifetime updates

DESCRIPTION

This product (General Valuation) is a Document Bundle, which you can download immediately upon purchase.

These spreadsheets will help you with small or medium business valuation. There are all sorts of tools included in here that give methodology and reasoning along with calculations to come up with a range of values that can be applied to a business. These methods are all quantitative in nature and can be driven by actual financial statement data that is pulled out or from a financial model that is forecasting future expected cash flows of a given business.

Note, these are just to be used as rules of thumb and act more as a back-of-the-envelope style template that is more useful internally rather than externally. It can be useful for business acquirers that want to quickly evaluate a new business or someone that is trying to understand what their own business may be worth.

In general, the valuation methodologies available with these documents center around two things: 1) Applying a multiple to annual EBITDA, SDE, or revenue 2) Forecasting future cash flows and discounting them back to the present value.

There is not a single end-all business valuation methodology that is correct. Many approaches are used out in the real world and no matter what method is used, the result is always going to be some sort of average or midpoint estimation that is derived from a range of low to high valuations.

With these sheets, an instruction video is included (link is in each file) and they are all fully editable and unlocked so you can drop your own data into the input cells and the output values will automatically update.

Got a question about the product? Email us at support@flevy.com or ask the author directly by using the "Ask the Author a Question" form.



THERE ARE 10 PRODUCTS IN THIS BUNDLE:


There are four main quantitative ways to value a business. This model has logic for all four. It walks you through how to calculate each as well as shows up to 6 potential... [read more]

Add to Cart View Details

Individual Price: $45.00

Interest rate swaps may seem scary, but both large and small entities do them all the time. It can be used as a hedge or as a bet about future interest rates. Many banks offer... [read more]

Add to Cart View Details

Individual Price: $45.00

This template is designed for valuation. It uses DCF Analysis but without a terminal value. Oftentimes you will see a 3/5/10 year model with a terminal value at the exit period.... [read more]

Add to Cart View Details

Individual Price: $45.00

This is not looking at the present value of future cash flows in order to come up with the value of a given business. Instead, it is looking at historical EBITDA per year... [read more]

Add to Cart View Details

Individual Price: $45.00

People hate math, and you have to do a little of it to convert your discount rates to monthly periods properly. This is a general use monthly DCF (discounted cash... [read more]

Add to Cart View Details

Individual Price: $45.00

One of the oldest and most reliable way to value something is coming up with the present value of all future cash flows that the item will produce. DCF Analysis templates are... [read more]

Add to Cart View Details

Individual Price: $45.00

Tracking IRR by way of using the 'XIRR' function in Excel can be tricky when you are looking at multiple cash flow streams with different start dates. You can't just drag the... [read more]

Add to Cart View Details

Individual Price: $45.00

Create up to a 15-year financial projection for any business acquisition that uses debt and equity. The assumptions are not industry-specific, but rather top-down for revenues,... [read more]

Add to Cart View Details

Individual Price: $45.00

Earning royalty licensing income is a great form of passive income. This template lets the user forecast sales counts and amounts for up to a 50-year period. The final output is... [read more]

Add to Cart View Details

Individual Price: $45.00

This is a simple finance calculator for one of the more widely used figures in investment analysis. It has implications for valuing any business via DCF Analysis methodology.... [read more]

Add to Cart View Details

Individual Price: $45.00
$135.00

Add to Cart
  

ABOUT THE AUTHOR

Author image
Additional documents from author: 187
Terms of usage (for all documents from this author)

I graduated in 2011 with a Bachelor's degree in Accounting and began my career as a financial analyst at a small chain of auto repair shops. After gaining valuable experience, I launched my own practice specializing in real estate underwriting, later expanding into general business modeling.

I honed my spreadsheet modeling expertise by completing over 400 projects on Upwork with a 100% success ... [read more]

Ask the Author a Question

Must be logged in

Did you know?
The average daily rate of a McKinsey consultant is $6,625 (not including expenses). The average price of a Flevy document is $65.




Trusted by over 10,000+ Client Organizations
Since 2012, we have provided best practices to over 10,000 businesses and organizations of all sizes, from startups and small businesses to the Fortune 100, in over 130 countries.
AT&T GE Cisco Intel IBM Coke Dell Toyota HP Nike Samsung Microsoft Astrazeneca JP Morgan KPMG Walgreens Walmart 3M Kaiser Oracle SAP Google E&Y Volvo Bosch Merck Fedex Shell Amgen Eli Lilly Roche AIG Abbott Amazon PwC T-Mobile Broadcom Bayer Pearson Titleist ConEd Pfizer NTT Data Schwab




Read Customer Testimonials

 
"One of the great discoveries that I have made for my business is the Flevy library of training materials.

As a Lean Transformation Expert, I am always making presentations to clients on a variety of topics: Training, Transformation, Total Productive Maintenance, Culture, Coaching, Tools, Leadership Behavior, etc. Flevy "

– Ed Kemmerling, Senior Lean Transformation Expert at PMG
 
"I have used Flevy services for a number of years and have never, ever been disappointed. As a matter of fact, David and his team continue, time after time, to impress me with their willingness to assist and in the real sense of the word. I have concluded in fact "

– Roberto Pelliccia, Senior Executive in International Hospitality
 
"Flevy is now a part of my business routine. I visit Flevy at least 3 times each month.

Flevy has become my preferred learning source, because what it provides is practical, current, and useful in this era where the business world is being rewritten.

In today's environment where there are so "

– Omar HernĂ¡n Montes Parra, CEO at Quantum SFE
 
"I am extremely grateful for the proactiveness and eagerness to help and I would gladly recommend the Flevy team if you are looking for data and toolkits to help you work through business solutions."

– Trevor Booth, Partner, Fast Forward Consulting
 
"I have found Flevy to be an amazing resource and library of useful presentations for lean sigma, change management and so many other topics. This has reduced the time I need to spend on preparing for my performance consultation. The library is easily accessible and updates are regularly provided. A wealth of great information."

– Cynthia Howard RN, PhD, Executive Coach at Ei Leadership
 
"[Flevy] produces some great work that has been/continues to be of immense help not only to myself, but as I seek to provide professional services to my clients, it gives me a large "tool box" of resources that are critical to provide them with the quality of service and outcomes they are expecting."

– Royston Knowles, Executive with 50+ Years of Board Level Experience
 
"If you are looking for great resources to save time with your business presentations, Flevy is truly a value-added resource. Flevy has done all the work for you and we will continue to utilize Flevy as a source to extract up-to-date information and data for our virtual and onsite presentations!"

– Debbi Saffo, President at The NiKhar Group
 
"The wide selection of frameworks is very useful to me as an independent consultant. In fact, it rivals what I had at my disposal at Big 4 Consulting firms in terms of efficacy and organization."

– Julia T., Consulting Firm Owner (Former Manager at Deloitte and Capgemini)


Your Recently Viewed Documents
Document Bundle
$135.00 Bundle of 10 Documents

Customers Also Bought These Documents


Customers Also Like These Documents

Related Management Topics


Valuation Model Example Valuation Sales KPI M&A (Mergers & Acquisitions) Venture Capital Integrated Financial Model Oil & Gas

Download our FREE Strategy & Transformation Framework Templates

Download our free compilation of 50+ Strategy & Transformation slides and templates. Frameworks include McKinsey 7-S Strategy Model, Balanced Scorecard, Disruptive Innovation, BCG Experience Curve, and many more.