Originally published: 24/01/2020 09:22
Publication number: ELQ-17650-1

Corporate Finance Motherbook

I created this excel to automatically calculate values for me so I wouldn't have to memorize the formulas

by Adi Brittany Vaughn Soozin
Fast Growth Executive at MD9

6 reviews115 views|Start the discussion!|download for free

corporate finance wacc roic equity valuation startup valuation capex

Description
During my time at IE Business School, it was mandatory to take a series of finance courses which were a bit over my head. To make everything a bit easier I created an excel so I wouldn't have to memorize dozens of formulas. This is the excel.

It can help you to calculate ROIC, starting capital requirements, cost of capital, valuations, WACC, amount needed to be paid out to shareholders, annual tax benefits, APV, VEA, PVI, EVIT, expected return on equity, leveraged beta, asset beta, the cost of debt at different debt levels, interest coverage ratio, CAPM, CAPEX, market premiums, risk free rate, cost of debt, DDM & more

Do not use this excel to make financial decisions. I am not a CFP or CFA. I literally created this tool to wrap my brain around corporate finance and as a result was able to walk away from the class with one of the two A's given out to a class of 52 students.

If you're a student of finance this might benefit you in your studies. It is free for anyone to download because it should not be used as anything more than a learning tool.

I hope this helps!

This Best Practice includes
1 excel, several sheets

Adi Brittany Vaughn Soozin offers you this Best Practice for free!

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Further information

Objectives

help non-finance people make preliminary decisions, help non-finance MBA students figure out corporate finance

Don't use it if

don't make financial decisions based on this, speak to a CFP or CFA before making a financial decision. I'm not a financial analyst. I just used this excel to learn corporate finance and walked away with one of the two A's given in my class.

Reviews

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Caleb Thomson(last updated: 19/07/2020 06:29)
Abhishek Krishna514(last updated: 12/05/2020 21:37)
Warburg(last updated: 25/04/2020 15:16)
Abdul Ghafur BE, MCIOB, AClArb, CQS,610(last updated: 04/03/2020 05:00)
Arquimides Perez-Leyva(last updated: 17/02/2020 23:22)
An excellent introduction for new students
I've seen a few financial model examples in previous introductory entrepreneurship courses but I haven't seen one this in-depth or modeled off of what one should expect in the real world such as factoring the investments necessary for a business year after year into your earnings and cash flow statements. This tool would best serve those just starting to learn or those who have some exposure but want a look at what a more realized model would resemble.
Mohd. Faizal Mohd. Zaki(last updated: 30/01/2020 10:08)