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.

• Save time by using a pre-designed template as a basis for your analysis.

• Reduce formula errors caused when practitioners try to "figure out" the calculations used in the 10-K and 10-Q reports. The calculations are already done for you.

• Save money by spending your time on running your business or performing valuations instead of creating financial statements.

• The spreadsheet is fully-editable. Source code and calculations are not blocked or hidden behind passwords, as you may find in other companies' templates. Anyone with a basic knowledge of Excel can expand the capabilities of the spreadsheet to fit their needs.

• Date and number fields may be re-formatted by the user (using Excel's built-in formatting capabilities) to accommodate non-US conventions.

• Combine with the Income Statement Template for Excel and the Cost of Equity and WACC Calculator for Excel to begin 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.

• Spreadsheet was developed by a financial professional (CFA charterholder).

Our software runs on any version of Microsoft Excel from 97-2007.

All recent Microsoft operating systems are supported, including Windows 95, Windows 98, Windows 2000, Windows ME, Windows CE, Windows XP and Vista. Windows Mobile 5.0 and 6.0 are also supported, provided you have Microsoft Excel or Documents-To-Go installed on your mobile device.

It is also fully-compatible with MAC OS and OS X. You must be running Excel 2004 or 2008 for Mac.