How to Become Rich: 5 Reasons Why Most Don't Become WealthyBrian Tracy gives his 5 perspectives on why most people don't become wealthy, with advice on how to avoid these mistakescommon mistakeswealthstep by steppursuit of wealthrich466Discuss free by Brian Tracy
Present Value of Entrepreneur's Wealth and CommitmentCalculate how much your entrepreneurial investment is worth in your total projected wealth over your careerinvestmentventurefinancepresent valuestartup764Discussadd_shopping_cart free by Richard L. Smith
Track Wealth - Wealth - Asset - Debt - Tax - Investment - Net WorthWealth Tracker - Wealth Tracker - Asset Tracker - Debt Tracker - Tax Tracker - Investment Tracker - Net Worth Tracker - Net Worth Calculatormonthly budgetfinancial trackermoney trackernet worth calculatordebt payoff planner32Discussadd_shopping_cart $5.00 by Aman Khan
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RIA / Wealth-Management Practice Acquisition & SBA Underwriting Financial ModelUnderwrite an RIA book the way a lender will: AUM roll-forward, retention, market-drawdown and an SBA DSCR gate - broker's 2.2x-revenue price vs cash-flow.financial modelwealth managementrecurring revenuedscrbusiness valuationNew!Discussadd_shopping_cart $99.00 by ProformaWorks
Financial Plan TemplateA simple Financial Plan Template to start your business' plan financial tracking to help you in your decision makingplanprofitlossfinancecash flow1,251Discussadd_shopping_cart free by Commonwealth Bank
Dashboard for Personal Finance ManagementAll-in-One Personal Finance Dashboard in Excel Comprehensive Budgeting, Wealth Planning & Financial Analytics Systemexceltemplatespersonalfinancedashboardexcelbudgetplannerwealthplanningtoolsmoneymanagementsystem642Discussadd_shopping_cart $10.00 by Alessandro Patruno
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Family Office Platform – 10 Year Financial Model10-year financial model for a family office platform providing forecasts, scenario analysis, and insights to support long-term wealth management and planning.financial modelstartupwealth managementasset managementrisk-management91Discussadd_shopping_cart $129.00 by Profit Vision
India Model Portfolio - Billion Dollar ValuationList of 29 stocks for long term wealth creation in the Indian Marketsfinancial modelinvestingportfolio managementbillion dollar valuationindian model portfolio78211add_shopping_cart $7.50 by Valuation
Entrepreneur's Cost of Capital TemplateEstimate the statistical parameters for determining an entrepreneur's cost of capitalventurefinancevaluationcash flowcost of capital1,209Discussadd_shopping_cart free by Richard L. Smith
Financial mananagement system (2024 version)Fully fledged financial management package for private investors and small financial service businesses.budgetpersonal financewealth managementroifinancial statements1,134Discussadd_shopping_cart free by Domenico Cristarella
Annual Budget CalculatorA budget model used to track not only monthly but yearly spending across a variety of customizable budget categoriesbudgetcash flowfinancial modelpersonal financewealth266Discussadd_shopping_cart $5.00 by Daniel Anderson
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Portfolio Optimization Excel Model with Harry Markowitz's Modern Portfolio TheoryFind the efficient frontier of optimal portfolios, the Capital Allocation Line, tangent portfolio and moreinvestmentpersonal financewealth managementoptimizationportfolio8,4657add_shopping_cart $5.00 by Jhett Koo
Personal Financial Planning Model with Monte Carlo SimulationExcel Personal financial planning model to project/simulate personal or family cash flow & net worth over 50 yearscash flow forecastingmonte carlo simulationpersonal financial planningpersonal finance modelnet worth projection1,130Discussadd_shopping_cart $79.00 by Projectify
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3 hours agoThe All-in-One Task Tracking SystemThe All-in-One Task Tracking System is a simple and organized framework designed to help you manage, monitor, and complete your tasks efficiently. It allows youdashboardexceltasks742Discusslibrary_add free by Rahim Zulfiqar Ali
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17 hours agoSaaS Revenue Waterfall Excel Chart TemplateA SaaS Excel Model to help you forecast revenue waterfall in simple, automated charts.revenuewaterfallsaassoftware as a servicemrr13,775Discussadd_shopping_cart free by Ben Murray
17 hours agoSales Team Headcount Forecast Excel TemplateThis Excel spreadsheet template will help you forecast your sales team headcount while scaling bookings.forecastsaassoftware as a serviceexcelheadcount forecast7,832Discussadd_shopping_cart free by Ben Murray
22 hours agoEV Charging Hub Financial Model Template - one page modelA dynamic one page EV Charging Hub financial model (up to 25 years), showing investor returnsinvestorforecastforecastingfinancial modelfundraising407Discussadd_shopping_cart $59.00 by numberslides
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