The Investment and Business Valuation template is ideal for evaluating a wide range of investment, financial analysis and business case scenarios. While it is based on the traditional discounted cash flow method of valuation, it also provides ability to evaluate economic value added valuation, accounting impact, and a range of other evaluation parameters. Furthermore, the step-by-step input flow makes usage straightforward, gaining quick results to drive decision-making. The key features of the Investment and Business Valuation model include:
Ease and flexibility of input, with embedded help prompts.
Cost of capital calculation.
Economic value added valuation with flexibility on identifying economic costs with specific amortization periods.
Accounting impact including profit and loss statement, balance sheet and cash flow analysis.
Accurate handling of asset purchase, disposal and depreciation with capital and gearing impacts; Evaluation of new investments or changes to existing investments.
Unique 'finite' terminal value calculation alternative to mimic investment life cycles.
Unique Comparative Investment Score can be set to evaluate and prioritise different investments, depending on the prevailing business environment.
Compatible with all versions of Excel for Windows as well as Excel for Mac 2011 and 2004 as a cross platform business valuation and investment analysis solution.
More resources for the Investment and Business Valuation template including video, user manual and support can be found on the Excel Business Valuation Template page.
User Reviews for Investment and Business Valuation:
Reviewed by M Bola on This is a well organized and professionally thought out workbook that addresses the various components of valuing a business.
Reviewed by Dan Morano on I reviewed the Investment and Business Valuation spreadsheet. The spreadsheet was easy to use and allowed me to come up with a good evaluation for a recent acquisition proposal. The ease of inputting and collecting data using key features, such as the balance sheet analysis, allowed numbers to flow easily to a usable and presentable format to present to key senior management and directors.
Reviewed by Sean C on I am the CEO of a billboard company. I do not have a financial or accounting background and I use the investment and business valuation tool to evaluate and prioritize investment, construction and acquisition opportunities. The tool provides robust functionality and allows me to evaluate and prioritize multiple projects at the same time. I can also compare projected outcomes to actual outcomes. It is functional and easy to use. I highly recommend this tool.
Reviewed by Mike on I found this business valuation template very useful and saved me a lot of time in reviewing old notes and data, to remember how to put an investment presentation together.
Reviewed by Lugarel on It is a compact and complete tool that may be customized to your needs. It offers multiple valuation options for different circumstances, including EVA. Comparison of 'before' and 'after' tabs can be used to obtain intangible valuation results. Graphics are nice and professional and gives a step by step process for presenting records of the main cash flow elements as fixed assets and financing. If it were possible to customize adding up to five more years for the flow for instance, would be even more useful.
Reviewed by Jim on This is a very nice tool and a must have time saver for anyone looking at new business opportunities.
Reviewed by Nikos on The Excel Investment and Business Valuation template is worth every cent. It takes an average knowledgeable person no more than 1 and a half hours to create a very enlightening and presentable valuation case. It would only make me happier if there was a simpler and more user friendly way for laying eyes on the user guide. Bottom line: highly recommended.
Reviewed by TigerW11 on Never has it been easier to value a business or an investment without having to purchase expensive software equal to a mortgage PMT. This product enables me to valuate business 100x faster than the standard methods. Great product that saves time.
Reviewed by Damien on New to business evaluation, the Investment and Business Valuation template helped me a lot make save a lot of time on structuring the evaluation process. Its a great product.
Reviewed by Irina on This template rocks! It helped me get through my corporate finance MBA course. I don't know what I would have done without it. Thanks.
Reviewed by Alpha on Being a fresh graduate and a newbie in this business firm, I found the Investment and Business Valuation Template very useful. They even thought that I was a pro despite my minimal work experience. Thank you.
Reviewed by Karim Haber on It looks comprehensive for investment valuation, we are looking into using it for real estate investment valuation.
Reviewed by Derrick Haber on This spreadsheet was very influential and pertinent in deciding what
property my company should move forward with.
Reviewed by Miomo on I think that this is the most complete business valuation software that I have downloaded online.
Reviewed by John Gehlmann on This a very useful tool for developing the fair market value of a business under different assumptions of market risk. I have used it to evaluate two businesses that my client is considering acquiring. It will bring facts and understanding to the final discussions of what the business is worth based on it potential future earnings. I have looked at a number of other products and this one is powerful and simple to use. It is going to be part of my tool kit from now on.
Reviewed by Jiannan on The Investment and Business valuation tool is very useful for investors and small businesses to value a business in a short time. I have tried this tool several times and it always gives me good results. My business partners and myself like it very much. Thank you for developing such a tool.
Reviewed by Jason on The Investment and Business Valuation template has helped me personally and even my corporate clients. It is able to evaluate the fundamentals of businesses.
Reviewed by CNET on Read the CNET review of the Investment and Business Valuation template.