A comprehensive Excel template for analyzing financial statements, calculating key metrics, and evaluating business performance.
Conducting thorough financial analysis is critical when evaluating a business for acquisition. Our template simplifies this process by providing pre-built formulas, charts, and analysis tools that help you:
Our template provides everything you need for thorough business evaluation:
Comprehensive overview of all key metrics in one place. Track performance trends and identify areas for attention at a glance.
Detailed financial ratios with industry benchmarks. Compare liquidity, profitability, and efficiency metrics against standards.
Multiple valuation methods in one place. Compare different approaches to determine a fair market value range for acquisition targets.
CEO, Horizon Acquisitions
"This template has completely transformed our acquisition analysis process. We're now able to evaluate potential targets in hours instead of days. The valuation models are particularly impressive."
Business Broker, BizTech Partners
"I recommend this template to all my clients. The trend analysis and projections provide clear insights that help my clients make confident decisions. Worth every penny!"
Serial Entrepreneur
"As someone who's acquired multiple businesses, I can confidently say this is the most comprehensive analysis template I've used. The ratio analysis helped me identify issues that weren't obvious in the financial statements."
Our template includes everything you need to perform professional-grade financial analysis in minutes, not hours.
Download NowRatio Analysis Dashboard Screenshot
Comprehensive ratio analysis with visualizations
Trend Analysis Screenshot
Multi-year trend analysis with comparison charts
Valuation Models Screenshot
Multiple valuation approaches with adjustable inputs
Cash Flow Analysis Screenshot
Detailed cash flow analysis and projections
Excel workbook (.xlsx) - Compatible with Excel 2010 or later (3.8 MB)
Time-saving automation - All calculations and charts update automatically as you input data
Comprehensive analysis - Covers profitability, liquidity, solvency, efficiency, and growth metrics
Visual insights - Clear charts and graphs make trends and patterns immediately visible
Industry benchmarks - Compare performance against industry standards to identify strengths and weaknesses
Built-in guidance - Explanations and interpretations help you understand what the numbers mean
No, the template is designed to be user-friendly for both financial experts and beginners. It includes built-in instructions and guidance to help you through the analysis process. Basic familiarity with spreadsheets is helpful but not required.
The template uses industry-standard valuation methodologies including multiple approaches (SDE/EBITDA multiples, DCF, asset-based) to provide a comprehensive range. For the most accurate results, we recommend consulting with a valuation professional for final acquisition decisions.
Absolutely! The template is fully customizable. You can adjust industry benchmarks, valuation multiples, growth assumptions, and other parameters to align with your specific industry requirements or business characteristics.
Yes! When you download the template, you can opt to join our newsletter which will notify you of all future updates and enhancements. We regularly improve the template based on user feedback and industry changes.
We offer email support for all template users. For complex questions or custom modifications, we also provide consultation services at an additional fee. Most users find the built-in instructions sufficient for successful implementation.
Our template offers many of the same features as software costing thousands of dollars, but at a fraction of the price. While dedicated software may offer more automation for ongoing business management, our template is optimized specifically for acquisition analysis and decision-making.
Financial Analyst, Investment Advisor
David specializes in business valuation and has analyzed over 300 companies across multiple industries. This template incorporates his practical experience and analytical best practices.
View profileOur platform offers advanced financial analysis tools with automated data import, industry benchmarking, and AI-powered insights.
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