Download business valuation

Author: d | 2025-04-24

Valuations Info. Downloads Check out our download sections for guides on Business buying guides, Valuations and more; Valuations Perth Business Valuations has Bank Finance Accreditation for business valuations, enabling us to provide business valuations for lending purposes for most major finance institutions.; Goodwill Valuations Perth Business Valuations

Business Valuation, Company Valuation, Business Valuation

This product (DCF & Sensitivity - Business Valuation Model) is an Excel template (XLSX), which you can download immediately upon purchase.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 AssumptionsOutputs:-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 PriceGeneral 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 priceThe template also features comprehensive financial statements for both actual and forecast periods, ensuring a robust analysis of historical Discover What Valzy Can Do For You Rule of Thumb Express Valuation feature Get a quick estimate of value for your client's business using industry Rule of Thumb standards just by answering a few simple questions. Fast and Simple Generate a PDF report in less than 20 minutes In less than 20 minutes you will receive a detailed internal business valuation PDF report outlining the subject Company’s key valuation information and metrics. Easy to use Use a straight forward system No need to be educated in business valuation or to learn another complex system. External review Missing some information? Ask for any additional or unknown information by simply using the Report Checklist located on your personalized Dashboard. Make Quick Changes Received updated company information? Take a snapshot of your clients previous report and update the report with new data to quickly create an updated version of the report. Share the final report Download a completed PDF internal business valuation From within the system, you can securely download an automatically-generated PDF report that you can share with others. Report Management Manage multiple reports at the same time Manage all of your reports all in one place. Duplicate Reports Make a copy of any report Create another version of a report so you can go into another version and make any adjustments needed. Personal Dashboard Organize your Dashboard A unique Dashboard organized to fit your all your needs. No Business Valuation Experience Required Just follow these four simple steps! 01 Enter Company Information All you need is your basic company information, which includes: Industry, Location And Ownership Details 02 Enter Financials Enter a simplified version of your financials, such as revenue, profit, and non-cash expenses. 03 Answer Risk Questions Respond to a few multiple choice risk-based questions which are specific to your business. 04 Obtain Value Your final value will be outlined in a detailed PDF report, with explanations related to value, assets, liabilities, risks, and more. Our Customers Say This tool has been a great asset as it quickly and accurately gives us insight into the value of a business. SVP Commercial Credit Operations Celtic Bank We have found Valzy incredibly helpful for all parties involved including the buyer, seller, business broker and us as the lender. The software is very user-friendly and is a great balance between simple and thorough for maximum accuracy. The final report that is generated is

Business Valuation Model Excel Download - Business valuation

Comparable companies analysis involves the comparison of operating metrics and valuation multiples for public companies in a peer group (the comparable “universe”) to those of a target company. Peers may be grouped based on any number of criteria, such as industry focus, company size, or growth characteristics, for example. M&A Report Download Download this report for the latest M&A trends, regulatory hurdles, and strategies to close complex deals. Comparable companies analysis has applications in M&A advisory, fairness opinions, restructuring, IPOs and follow-on offerings, and share repurchases. Consider an IPO of a private company that does not have a public market valuation. To determine how public markets might value the company, an investment banker will establish the comparables universe, which may consist or one or more peer groups. He or she will use the operating metrics and valuation multiples of the public comparables to determine an appropriate valuation multiple for the private company.Exhibit A – Practical ApplicationSuppose you are an investment banker positioning a technology-focused third-party logistics company (your client) for an IPO. The company has no direct comparables, but can be legitimately positioned as either a pure-play logistics firm or a business process outsourcing (BPO) company. You expect your client to trade on an EV/EBITDA multiple. Comparable pure-play logistics companies currently trade at 8.1x LTM EBITDA, on average. Comparable BPO firms currently trade at 9.6x, on average.You would probably want to position your client as a BPO firm to take advantage of higher EBITDA multiples in that peer group and boost your client’s valuation. 9.6x LTM EBITDA would therefore be your starting point is determining an appropriate multiple, and you might adjust the multiple upward if your client has better growth characteristics than comparable BPO firms, or downward if your client’s business model is especially risky, for example.The valuation determined through comparable companies analysis does not reflect:The control premium a buyer typically pays in an M&A transaction, orThe discount the public markets may apply to newly issued shares from an IPO.Selecting the Peer GroupTo select the comparables universe, you must understand the target company’s business. Comparable companies will usually share. Valuations Info. Downloads Check out our download sections for guides on Business buying guides, Valuations and more; Valuations Perth Business Valuations has Bank Finance Accreditation for business valuations, enabling us to provide business valuations for lending purposes for most major finance institutions.; Goodwill Valuations Perth Business Valuations From valuation approaches to factors impacting the value of your business, we’re here to walk you step-by-step through the basics of business valuations. Download the Whitepaper on Business Valuations today and learn about: The Purpose of a Business Valuation; Valuation Methods; Benefits of a Valuation; Factors Impacting Business Value

Business Valuations and Appraisals - Art of Business Valuation

AccountBalance Information DisplayedCDPrevious Business Date / Last Valuation Date; Current Balance; Current Rate; Term; Maturity Date; Last Interest Payment; Interest Paid YTD; Taxes Withheld YTDEquity Credit Line (ECL)Previous Business Date / Last Valuation Date; Loan Balance; Available Credit; APR; Payoff Amount; Last Payment Amount; Last Paid Date; Payment Due Date; Payment AmountAnchor CheckingPrevious Business Date / Last Valuation Date; Current Balance; Current Balance - Investment; Current Balance Total; Current Available Balance; Current Available Balance - Investment; Current Available Balance Total; Closing Ledger Balance; Closing Ledger Balance - Investment; Closing Ledger Balance Total; Maximum Northern Line; Northern Line in Use; Available CreditNon-Interest CheckingPrevious Business Date / Last Valuation Date; Current Balance; Current Available Balance; Closing Ledger Balance; Maximum Northern Line; Northern Line in Use; Available Credit; Change; Credits; DebitsSavings/Money MarketPrevious Business Date / Last Valuation Date; Current APY; Current/Loan Balance; Current Available Balance; Closing Ledger Balance; Current Rate; Interest Paid YTD; Taxes Withheld YTD; Closing Periods APYAggregated BankingPrevious Business Date / Last Valuation Date; Current Balance; Available Balance; Interest Paid YTDAggregated CD/Credit CardPrevious Business Date / Last Valuation Date; Current/Loan BalanceInterest CheckingPrevious Business Date / Last Valuation Date; Current APY; Current Loan/Balance; Current Available Balance; Closing Ledger Balance; Maximum Northern Line; Northern Line in Use; Available Credit; Current Rate; Interest Paid YTD; Taxes Withheld YTD; Closing Periods APYMortgage/Installment LoanPrevious Business Date / Last Valuation Date; Loan Balance; APR; Payoff Amount; Last Payment Amount; Last Paid Date; Payment Due Date; PMI; Escrow; Principal Interest; Original Loan Amount; Payment AmountInvestment/Northern Funds/TrustPrevious Business Date / Last Valuation Date; Market ValueAggregated LoanPrevious Business Date / Last Valuation Date; Loan Balance; APR; Payoff Amount; Last Payment Amount; Last Paid Date; Payment Due Date; Original Loan Amount; Payment AmountAggregated RewardsPrevious Business Date / Last Valuation Date; Market Value; UnitsManually Aggregated AccountPrevious Business Date / Last Valuation Date; This product (From Trial Balance to Business Valuation) is an Excel template (XLSX), which you can download immediately upon purchase.General overviewThe main purpose of the model is to allow users to create Company's Management Accounts, starting from Trial Balance up to Business Valuation and Executive Summary.The template is created using Financial Modeling Best Practices including a Trial Balance, 3 Statement Financial Model (Actual & Forecast), KPI & Breakeven Analysis, Business Valuation and Executive Summary.The structure of the model is user-friendly with very easy customization for any type of business.General InstructionsThroughout the entire model, formulas are in black color and hard-coded numbers are in blue color. The user must fill only the blue colored numbers and the rest of the model will be automatically updated.Inputs Cells (Blue color Numbers) • Mapping Settings: Update Current and Last Year Reporting Period. Adjust the categories/classes in the Mapping tables based according to your company's reporting standards • Trial Balance: Update Last Year and Current Period Data • Supporting Data: Update Assumptions and Tax RatesOutput Tabs:The following outputs will be created based on the input cells • Trial Balance: Closing Balances for Last year and Current Year • 3 Statement Model for Actual & 5-Year Forecast • Financial Ratios & Breakeven Analysis • Business Valuation • Executive SummaryHelp & SupportCommitted to high quality and customer satisfaction, all our templates follow best practice financial modeling principles and are thoughtfully and carefully designed, keeping the user's needs and comfort in mind.No matter if you have no experience or you are well versed in finance, accounting, and the use of Microsoft Excel, our professional financial models are the right tools to boost your business operations!If you however experience any difficulty while using this template and you are not able to find the appropriate guidance in the provided instructions, please feel free to contact us for assistance.If you need a template customized for your business requirements, please e-mail us and provide a brief explanation of your specific needs.Got a question about the product? Email us at [email protected] or ask the author directly by using the "Ask the Author a Question" form. If you cannot view the preview above this document description, go here to view the large preview instead. Source: Best Practices in Valuation Model Example Excel: From Trial Balance to Business Valuation Excel (XLSX) Spreadsheet, Profit Vision

Business Valuation and Appraisals - GCF Business Valuation

Business valuation refers to the process of determining the economic value of a business. There are different business valuation methods that can be used to establish a business’s worth. Understanding how to value a company can be helpful for investors and business owners, but creditors and potential buyers may need to value a company as well.What Is a Business Valuation?Business valuation means determining what a business is worth. Again, there are different scenarios where the valuation of a business becomes important. For instance, business owners may be interested in knowing what their business is worth if:• They hope to sell it to a new owner• A merger with another business is in the works• They’re creating an employee stock purchase plan (ESPP)• They’re working on a succession plan that includes a buy-sell agreement• They plan to apply for loans or lines of credit using business assets as security• They need it for tax purposes• The business is being sued• It’s required for the division of assets in a divorce proceeding• Determining an IPO price•Valuing shares in an equity crowdfunding roundVenture capitalists and angel investors may also be interested in how a company is valued if they’re planning to invest before an IPO.💡 Quick Tip: Look for an online brokerage with low trading commissions as well as no account minimum. Higher fees can cut into investment returns over time.How Are Companies Valued?The business valuation process involves a detailed look at the company and its key financial characteristics. A professional business appraiser or an accountant that holds an Accredited in Business Value designation (ABV) typically completes a business valuation. These professionals have specially trained in calculating the valuation of a business. There are also business valuation software programs available that you can use to estimate your company’s value yourself.Finding the valuation of a business can involve a number of factors, including:• Ownership structure• Company management• Combined value of company assets• Combined total of company liabilities• Cash flow• Revenues• Projected earningsThat’s a general explanation of how business valuation works. To understand the valuation of a company at an individual level, it helps to

SBA Business Valuations - Peak Business Valuation

How to Value a Business An introduction for business buyers and sellers on the most common approaches to private business valuation and insights into market trends. Industry Valuation Benchmarks Industry Valuation Benchmarks Learn how to value different types of businesses with detailed multiple data, transaction trends, and financial benchmarks tailored to specific industries. Business Valuation Methods and Concepts Reference charts Valuation Multiples by Industry These reference tables will provide you with average revenue and earnings multiples for over 100 types of businesses. How to Benchmark Your Small Business Benchmark your business against industry standards. Discover key performance metrics, data sources, and analysis methods to evaluate your business performance. Valuing a Business Based on Revenue You can value a business based on revenue, but keep in mind without considering profit, you're not getting the whole picture. How Multiples Are Used Most buyers and sellers will rely on market valuation to gauge a business. Multiples are the tool they use. Using "Comparable" Sales in a Business Valuation There are several methods for valuing a business for sale, using comps—or comparables—compares financial metrics in similar industries, locations, size, and other factors to determine valuation. Why Business Valuations Vary When it comes to buying or selling a business, business valuations often vary. Discover the key factors that cause valuations to vary and how to navigate these differences effectively. Appraised Value vs. Market Value: Distinctions in Business Valuation Appraised value and market value are essential in business valuations. Appraised value provides a structured, objective assessment while market value aligns with real-world market dynamics. Not Just for Selling: How Business Owners Leverage Valuations Discover how business valuations serve as strategic tools beyond determining sale price. Learn how current valuations support financial planning, estate planning, and secure your company's long-term stability. How Often Should You Value Your Business? Explore the key factors influencing the frequency of business valuations, such as industry dynamics, growth stage, economic conditions, and specific circumstances, to help determine an optimal valuation schedule that maximizes value and mitigates risks. Pre-Revenue Valuation Methods for Small and Growing Businesses Pre-revenue valuation methods to help small business owners, buyers, and sellers determine business worth. Learn practical approaches and avoid common mistakes. Avoiding Common Pitfalls in a Business Valuation Discover the importance of relying on professionals when valuing your business for sale to avoid common valuation mistakes business owners make. Financial Metrics & Analysis Seller's Discretionary Earnings (SDE): An Overview SDE is the favored cash flow metric of small business buyers and sellers. Learn what it is, and how it's calculated. Add-Backs for Seller’s Discretionary Earnings Calculating SDE involves 'adding back' several expenses. Find out which add-backs are acceptable - and which may cause trouble. What Is EBITDA. Valuations Info. Downloads Check out our download sections for guides on Business buying guides, Valuations and more; Valuations Perth Business Valuations has Bank Finance Accreditation for business valuations, enabling us to provide business valuations for lending purposes for most major finance institutions.; Goodwill Valuations Perth Business Valuations From valuation approaches to factors impacting the value of your business, we’re here to walk you step-by-step through the basics of business valuations. Download the Whitepaper on Business Valuations today and learn about: The Purpose of a Business Valuation; Valuation Methods; Benefits of a Valuation; Factors Impacting Business Value

Business Valuation Spreadsheet Excel Within Business Valuation

And Why It Matters in Business Sales A key financial metric for valuing growing small businesses. Discover its meaning, importance in acquisitions, and how to calculate it. Cash Flow vs. EBITDA: Which Valuation Metric Should You Use When Buying or Selling a Business? Learn when to use cash flow vs. EBITDA in small business valuation, which metric is right for owner-operated businesses vs those with management teams. Cash Flow—What Is It and Why Is It Important When Valuing a Business for Sale? Cash flow, the movement of money into and out of a business, is an important financial metric that illustrates the overall health of a business. COGS: Understanding Cost of Goods Sold and Its Role in Business Valuation Understand the meaning of COGS (Cost of Goods Sold) and its impact on business valuation. Learn how to calculate COGS to make informed decisions when buying or selling a business. Quality of Earnings Report: Determining a Business’s Value A quality of earnings report is performed during the due diligence process of a business transaction to better understand a businesses historic earnings and the potential for future performance. Separating Personal and Business Financials for Small Business Owners: A Key to Successful Valuation and Sale Discover why separating personal and business finances is important for effective financial management and accurately valuing a business for sale. Learn how this practice streamlines the process of selling your business. Cleaning Up Financial Statements for Accurate Business Valuation Learn how small business owners can clean up financial statements to reveal true earnings and prepare for valuation and sale. Asset Valuation & Components What is FF&E (Furniture, Fixtures & Equipment)? When it comes to buying or selling a business, furniture, fixtures, and equipment are tangible assets that are important to consider during valuation. What Is Purchase Price Allocation? This guide explains the importance and impact of purchase price allocation on financial reporting and its tax implications when selling or buying a business. How Intangible Assets Impact Valuation Discover how to value intangible assets effectively. Learn what intangible assets are and the key methods used for their valuation to ensure accurate business transactions. How to Value Goodwill in Business This guide covers how to value goodwill, breaking down how to calculate it—subtract the fair value of net assets from the purchase price—and providing examples. How to Value Inventory When Selling a Business When preparing to sell your business, valuing inventory is important to ensure you get the most accurate and profitable valuation for your assets. How to Value Equipment When Selling a Business Explore the importance of equipment valuations, the most commonly used valuation methods, and how to choose the right approach when selling a business. How Digital Assets