Financial Planning Models
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| Author | : James R. Morris |
| Publisher | : CRC Press |
| Total Pages | : 637 |
| Release | : 2017-05-30 |
| Genre | : Business & Economics |
| ISBN | : 1498765041 |
A properly structured financial model can provide decision makers with a powerful planning tool that helps them identify the consequences of their decisions before they are put into practice. Introduction to Financial Models for Management and Planning, Second Edition enables professionals and students to learn how to develop and use computer-based models for financial planning. This volume provides critical tools for the financial toolbox, then shows how to use them tools to build successful models.
| Author | : K. Scott Proctor |
| Publisher | : John Wiley and Sons |
| Total Pages | : 530 |
| Release | : 2009-11-25 |
| Genre | : Business & Economics |
| ISBN | : 0470561459 |
A proven guide to building financial models from scratch The Second Edition of Building Financial Models with Microsoft Excel + CD-ROM provides beginning and intermediate level computer users with step-by-step instructions on building financial models using Microsoft Excel 2007-the most popular spreadsheet program available. The accompanying CD-ROM contains Excel worksheets that track the course of the book and allow you to build your own financial models. This comprehensive resource also covers important topics such as the concepts of valuation, sensitivity analysis, and contribution margin. Offers accessible guidance on building financial models using Excel 2007 Illustrates how to integrate financial statements such as the balance sheet, income statement, and statement of cash flows Covers the basics of building and using a Capitalization Table Discusses how to best present a financial model Incorporating financial models into business decisions has become an essential element of good business practice, and this book will show you how to excel at this endeavor.
| Author | : Paul Lower |
| Publisher | : Harriman House Limited |
| Total Pages | : 157 |
| Release | : 2019-06-17 |
| Genre | : Business & Economics |
| ISBN | : 0857195778 |
Financial models in Excel allow investment analysts and other finance professionals to take the laborious number crunching out of financial analysis and forecasting. Models help them to gain meaningful insights into the way that a business is working and focus attention on areas to improve bottom-line results. They can also be used as powerful tools to test the potential impact of various risks on business performance. In this brand new guide, financial modelling expert Paul Lower presents step-by-step instructions for seven spreadsheet models that will help the user to gain a better understanding of the financial data coming out of a business. These seven models can be used to: 1. Assess how a business is performing on key financial indicators. 2. Produce sales and cost forecasts. 3. Create a cash flow forecast. 4. Understand the impact of product price changes on profitability. 5. Assess potential investment decisions. 6. Check the sensitivity of key financial measures to risk events. 7. Produce a business valuation. The book also includes downloadable spreadsheets of the author’s original Excel models and introductory chapters about best practice when modelling in Excel. With this suite of seven tools, a financial analyst will be equipped to use Excel to achieve a deep understanding of a business and its financial data.
| Author | : Michael Samonas |
| Publisher | : John Wiley & Sons |
| Total Pages | : 242 |
| Release | : 2015-01-20 |
| Genre | : Business & Economics |
| ISBN | : 1118921097 |
Risk analysis has become critical to modern financial planning Financial Forecasting, Analysis and Modelling provides a complete framework of long-term financial forecasts in a practical and accessible way, helping finance professionals include uncertainty in their planning and budgeting process. With thorough coverage of financial statement simulation models and clear, concise implementation instruction, this book guides readers step-by-step through the entire projection plan development process. Readers learn the tools, techniques, and special considerations that increase accuracy and smooth the workflow, and develop a more robust analysis process that improves financial strategy. The companion website provides a complete operational model that can be customised to develop financial projections or a range of other key financial measures, giving readers an immediately-applicable tool to facilitate effective decision-making. In the aftermath of the recent financial crisis, the need for experienced financial modelling professionals has steadily increased as organisations rush to adjust to economic volatility and uncertainty. This book provides the deeper level of understanding needed to develop stronger financial planning, with techniques tailored to real-life situations. Develop long-term projection plans using Excel Use appropriate models to develop a more proactive strategy Apply risk and uncertainty projections more accurately Master the Excel Scenario Manager, Sensitivity Analysis, Monte Carlo Simulation, and more Risk plays a larger role in financial planning than ever before, and possible outcomes must be measured before decisions are made. Uncertainty has become a critical component in financial planning, and accuracy demands it be used appropriately. With special focus on uncertainty in modelling and planning, Financial Forecasting, Analysis and Modelling is a comprehensive guide to the mechanics of modern finance.
| Author | : Narat Charupat |
| Publisher | : Cambridge University Press |
| Total Pages | : 383 |
| Release | : 2012-05-28 |
| Genre | : Business & Economics |
| ISBN | : 0521764564 |
This is a final-year college level textbook on personal finance, jointly written by business school and mathematics professors. It is aimed at a wide audience of people who are interested in wealth management from a more rigorous perspective. It may be used in both personal applications and professional classrooms.
| Author | : Jack Alexander |
| Publisher | : John Wiley & Sons |
| Total Pages | : 647 |
| Release | : 2018-06-13 |
| Genre | : Business & Economics |
| ISBN | : 1119491487 |
Critical insights for savvy financial analysts Financial Planning & Analysis and Performance Management is the essential desk reference for CFOs, FP&A professionals, investment banking professionals, and equity research analysts. With thought-provoking discussion and refreshing perspective, this book provides insightful reference for critical areas that directly impact an organization’s effectiveness. From budgeting and forecasting, analysis, and performance management, to financial communication, metrics, and benchmarking, these insights delve into the cornerstones of business and value drivers. Dashboards, graphs, and other visual aids illustrate complex concepts and provide reference at a glance, while the author’s experience as a CFO, educator, and general manager leads to comprehensive and practical analytical techniques for real world application. Financial analysts are under constant pressure to perform at higher and higher levels within the realm of this consistently challenging function. Though areas ripe for improvement abound, true resources are scarce—until now. This book provides real-world guidance for analysts ready to: Assess performance of FP&A function and develop improvement program Improve planning and forecasting with new and provocative thinking Step up your game with leading edge analytical tools and practical solutions Plan, analyze and improve critical business and value drivers Build analytical capability and effective presentation of financial information Effectively evaluate capital investments in uncertain times The most effective analysts are those who are constantly striving for improvement, always seeking new solutions, and forever in pursuit of enlightening resources with real, useful information. Packed with examples, practical solutions, models, and novel approaches, Financial Planning & Analysis and Performance Management is an invaluable addition to the analyst’s professional library. Access to a website with many of the tools introduced are included with the purchase of the book.
| Author | : Paul Pignataro |
| Publisher | : John Wiley & Sons |
| Total Pages | : 432 |
| Release | : 2013-07-10 |
| Genre | : Business & Economics |
| ISBN | : 1118558766 |
Written by the Founder and CEO of the prestigious New York School of Finance, this book schools you in the fundamental tools for accurately assessing the soundness of a stock investment. Built around a full-length case study of Wal-Mart, it shows you how to perform an in-depth analysis of that company's financial standing, walking you through all the steps of developing a sophisticated financial model as done by professional Wall Street analysts. You will construct a full scale financial model and valuation step-by-step as you page through the book. When we ran this analysis in January of 2012, we estimated the stock was undervalued. Since the first run of the analysis, the stock has increased 35 percent. Re-evaluating Wal-Mart 9months later, we will step through the techniques utilized by Wall Street analysts to build models on and properly value business entities. Step-by-step financial modeling - taught using downloadable Wall Street models, you will construct the model step by step as you page through the book. Hot keys and explicit Excel instructions aid even the novice excel modeler. Model built complete with Income Statement, Cash Flow Statement, Balance Sheet, Balance Sheet Balancing Techniques, Depreciation Schedule (complete with accelerating depreciation and deferring taxes), working capital schedule, debt schedule, handling circular references, and automatic debt pay downs. Illustrative concepts including detailing model flows help aid in conceptual understanding. Concepts are reiterated and honed, perfect for a novice yet detailed enough for a professional. Model built direct from Wal-Mart public filings, searching through notes, performing research, and illustrating techniques to formulate projections. Includes in-depth coverage of valuation techniques commonly used by Wall Street professionals. Illustrative comparable company analyses - built the right way, direct from historical financials, calculating LTM (Last Twelve Month) data, calendarization, and properly smoothing EBITDA and Net Income. Precedent transactions analysis - detailing how to extract proper metrics from relevant proxy statements Discounted cash flow analysis - simplifying and illustrating how a DCF is utilized, how unlevered free cash flow is derived, and the meaning of weighted average cost of capital (WACC) Step-by-step we will come up with a valuation on Wal-Mart Chapter end questions, practice models, additional case studies and common interview questions (found in the companion website) help solidify the techniques honed in the book; ideal for universities or business students looking to break into the investment banking field.
| Author | : Tom Y. Sawyer |
| Publisher | : Apress |
| Total Pages | : 335 |
| Release | : 2014-09-22 |
| Genre | : Business & Economics |
| ISBN | : 1484203704 |
Financial Modeling for Business Owners and Entrepreneurs: Developing Excel Models to Raise Capital, Increase Cash Flow, Improve Operations, Plan Projects, and Make Decisions may be one of the most important books any entrepreneur or manager in a small or medium-sized enterprise will read. It combines logical business principles and strategies with a step-by-step methodology for planning and modeling a company and solving specific business problems. You’ll learn to create operational and financial models in Excel that describe the workings of your company in quantitative terms and that make it far more likely you will avoid the traps and dead ends many businesses fall into. Serial entrepreneur and financial expert Tom Y. Sawyer shows how to break your company down into basic functional and operational components that can be modeled. The result is a financial model that, for example, you can literally take to the bank or bring to local angel investors to receive the funding you need to launch your business or a new product. Or it might be a model that shows with startling clarity that your new product development effort is a likely winner—or loser. Even better, you’ll learn to create models that will serve as guideposts for ongoing operations. You’ll always know just where you are financially, and where you need to be. The models you will learn to build in Financial Modeling for Business Owners and Entrepreneurs can be used to: Raise capital for startup or any stage of growth Plan projects and new initiatives Make astute business decisions, including go/no-go assessments Analyze ROI on your product development and marketing expenditures Streamline operations, manage budgets, improve efficiency, and reduce costs Value the business when it is time to cash out or merge In addition to many valuable exercises and tips for using Excel to model your business, this book contains a combination of practical advice born of hard-won lessons, advanced strategic thought, and the insightful use of hard skills. With a basic knowledge of Excel assumed, it will help you learn to think like an experienced business person who expects to make money on the products or services offered to the public. You’ll discover that the financial model is a key management tool that, if built correctly, provides invaluable assistance every step of the entrepreneurial journey. Tom Y. Sawyer has used the principles this book contains to create financial models of numerous startup and early-stage companies, assisting them in planning for and raising the capital that they needed to grow their businesses and ultimately exit with multiples of their initial investment. Financial Modeling for Business Owners and Entrepreneurs, a mini-MBA in entrepreneurship and finance, will show you how you can do the same. Note: This book is an updated version of Sawyer's 2009 title, Pro Excel Financial Modeling.
| Author | : Alan Moore |
| Publisher | : |
| Total Pages | : 112 |
| Release | : 2016-08-16 |
| Genre | : |
| ISBN | : 9780692769713 |
The financial advice industry is changing. The Monthly Retainer Model in Financial Planning introduces a new way for advisors to structure their business models, making it feasible to profitably serve the next generation of clients for years to come. Alan Moore and Michael Kitces explain how the monthly retainer model enables RIA owners to work with Gen X and Gen Y clients, and share how to create and establish this fee structure in your own business. They also walk through how to design the model that works for the exact type of client you want to serve, transition away from your old fee structure to the new model, communicate your value to prospects and current clients, and leverage technology to deliver your services efficiently. This is THE guide you need to design, implement, and run a monthly retainer so you can generate business revenue and successfully work with the next generation of financial planning clients.
| Author | : Walter Schuster |
| Publisher | : |
| Total Pages | : 208 |
| Release | : 2019-08-22 |
| Genre | : |
| ISBN | : 9789144127668 |
This book presents the construction of a basic but complete financial planning model that may be used as a tool when addressing the strategic and financial challenges of a firm. Financial Planning Models in Excel introduces a model that, in addition to having budgeted statements of income and financial position as output, presents a budgeted cash flow statement. The advantage is that the cash flow consequences of different scenarios are presented in more detail and structured by operating, investing and financing cash flows. Most importantly, this approach provides a check of the model relationships, thus ensuring the reliability of the model. The book presents solutions to the most common problems in relation to model-building and there are specific chapters on developing support modules for revenues, expenses, investments, research and development, liabilities, equity and tax. Focusing on the interpretation of the models, there are also chapters on support modules for calculating financial ratios and company valuation. Although Excel is not the primary focus of the book, there are guidelines on how to construct the model in order to maximise the computer support and instructions for specific issues such as the use of logical tests. Financial Planning Models in Excel is intended for university students in accounting and finance. These types of models constitute useful tools for strategy development and evaluation, as well as for learning accounting.
