The Balance Sheet Template for Excel is a Microsoft Excel spreadsheet for
practitioners who wish to perform their own valuation and analysis but don't
wish to invest the significant time necessary to create the financial
statements.
It is designed to accommodate three periods of data, which can be entered from a
firm's 10-K or 10-Q report (10-K and 10-Q reports are publicly available reports
detailing a company's financial position). The spreadsheet comes pre-configured
to accept the most popular asset and liability categories, and is easily
expandable by anyone with a basic knowledge of Excel.
A common-size balance sheet is automatically calculated based on the input from
the 10-K and 10-Q reports. (Common-size balance sheets are used to show the
percentage of total assets and liabilities represented by each item in the
balance sheet.)
Date and number fields may be re-formatted by the user (using Excel's built-in
formatting capabilities) to accommodate non-US conventions.
The Balance Sheet Template for Excel is an excellent tool to use as a basis for
business valuation. Combined with the
Income Statement
Template for Excel and the
Cost of Equity
and WACC Calculator for Excel, you can start building a world-class
valuation model. Or, begin using a world-class valuation model "out-of-the-box"
with our
Business
Valuation Model for Excel.
This spreadsheet was developed by a CFA charterholder.
The Balance Sheet Template for Excel runs on any version of Excel from 97-2010.
It is fully compatible with Microsoft Windows 7, Windows Vista and Windows XP.
This product is also compatible with Excel 2004, Excel 2008 and Excel 2011 for Mac running
on Mac OSX Snow Leopard, Leopard or Tiger.
