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Financial Management Templates


Is the lack of financial management and understanding keeping your business from exceeding business goals?


These 93 powerful Financial Management Templates will help you assess, plan and grow your profits fast?


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Here's just a handful of the FREE templates you'll receive


  • Income Statement and Balance Sheets

  • Capital Budgeting Analysis

  • Valuation Models

  • Risk Assessments

  • Financial Projections

  • FInancial Analysis Templates

  • Balanced Scorecard

  • Financial Charts and Graphs

  • Earned Value Assessments

And much, much more (see full list at bottom of page)


A $297 value...and it's yours FREE when you signup now...


Is the lack of an effective financial plan keeping you from reaching your financial goals?

These 93 financial templates that will save you time and money, and bring structure to any financial management initiative.

And I'm offering you these templates for FREE! A $297 value.

Why? So that you don't have to waste time and resources figuring out what to capture and how. You can download these informative templates right now, for free. All you have to do is sign up now.


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  1. Capital Budgeting Analysis (xls) - Basic program for doing capital budgeting analysis with inclusion of opportunity costs, working capital requirements, etc. - Aswath Damodaran
  2. Rating Calculation (xls) - Estimates a rating and cost of debt based on the coverage of debt by an organization - Aswath Damodaran
  3. LBO Valuation (xls) - Analyzes the value of equity in a leverage buyout (LBO) - Aswath Damodaran
  4. Synergy (xls) - Estimates the value of synergy in a merger and acquisition - Aswath Damodaran
  5. Valuation Models (xls) - Rough calculation for choosing the correct valuation model - Aswath Damodaran
  6. Risk Premium (xls) - Calculates the implied risk premium in a market. (uses macros) - Aswath Damodaran
  7. FCFE Valuation 1 (xls) - Free Cash Flow to Equity (FCFE) Valuation Model for organizations with stable growth rates - Aswath Damodaran
  8. FCFE Valuation 2 (xls) - Free Cash Flow to Equity (FCFE) Valuation Model for organizations with two periods of growth, high growth initially and then stable growth - Aswath Damodaran
  9. FCFE Valuation 3 (xls) - Free Cash Flow to Equity (FCFE) Valuation Model for organizations with three stages of growth, high growth initially, decline in growth, and then stable growth - Aswath Damodaran
  10. FCFF Valuation 1 (xls) - Free Cash Flow to Firm (FCFF) Valuation Model for organizations with stable growth rates - Aswath Damodaran
  11. FCFF Valuation 2 (xls) - Free Cash Flow to Firm (FCFF) Valuation Model for organizations with two periods of growth, high growth initially and then stable growth - Aswath Damodaran
  12. Time Value (xls) - Introduction to time value concepts, such as present value, internal rate of return, etc.
  13. Lease or Buy a Car (xls) - Basic spreadsheet for deciding to buy or lease a car.
  14. NPV & IRR (xls) - Explains Internal Rate of Return, compares projects, etc.
  15. Real Rates (xls) - Demonstrates inflation and real rates of return.
  16. Template (xls) - Template spreadsheet for project evaluation & capital budgeting.
  17. Free Cash Flow (xls) - Cash flow worksheets - subsidized and unsubsidized.
  18. Capital Structure (xls) - Spreadsheet for calculating optimal capital structures using different percents of debt.
  19. WACC (xls) - Calculation of Weighted Average Cost of Capital using beta's for equity.
  20. Statements (xls) - Generate a set of financial statements using two input sheets - operational data and financial data.
  21. Bond Valuation (zip) - Calculates the value or price of a 25 year bond with semi-annual interest payments.
  22. Buyout (zip) - Analyzes the effects of combining two companies.
  23. Cash Flow Valuation (zip) - Walks through a valuation of cash flows under three models- capital cash flows, equity cash flows, and free cash flows.
  24. Financial Projections (zip) - Spreadsheet model for generating projected financials along with valuation based on WACC.
  25. Leverage (zip) - Shows the effects on Net Income from using debt (leverage).
  26. Ratio Calculator (zip) - Calculates a standard set of ratios based on input of financial data.
  27. Stock Value (zip) - Calculates expected return on stock and value based on no growth, growth, and variable growth.
  28. CFROI (xls) - Simplified Cash Flow Return on Investment Model.
  29. Financial Charting (zip) - Add on tool for Excel 97, consists of 6 files.
  30. Risk Analysis (exe) - Analysis and simulation add on for excel, self extracting exe file.
  31. Black Scholes Option Pricing (zip) - Excel add on for the pricing of options.
  32. Cash Flow Matrix - Basic cash flow model.
  33. Business Financial Analysis Template for start-up businesses from Small Business Technology Center
  34. Forex (zip) - Foreign market exchange simulation for Excel
  35. Hamlin (zip) - Financial function add-on's for Excel
  36. Tanly (zip) - Suite of technical analysis models for Excel
  37. Financial History Pivot Table - Microsoft Financials
  38. Income Statement What If Analysis
  39. Breakeven Analysis (zip) - Pricing and breakeven analysis for optimal pricing - Biz Pep.
  40. SLG Ratio Master (exe) - Excel workbook for creating 25 key performance ratios.
  41. DCF - Menu driven Excel program (must enable macros) for Discounted Cash Flow Analysis from the book Analysis for Financial Management by Robert C. Higgins - Analysis for Financial Management
  42. History - Menu driven Excel program (must enable macros) for Historical Financial Statements from the book Analysis for Financial Management byRobert C. Higgins - Analysis for Financial Management
  43. Proforma - Menu driven Excel program (must enable macros) for Pro-forma Financial Statements from the book Analysis for Financial Management by Robert C. Higgins - Analysis for Financial Management
  44. Business Valuation Model (zip) - Set of tabbed worksheets for generating forecast / valuation outputs. Includes instruction sheet. Bizpep
  45. LBO Model - Excel model for leveraged buy-outs
  46. Comparable Companies - Excel valuation model comparing companies
  47. Combination Model - Excel valuation model for combining companies
  48. Balanced Scorecard - Set of templates for building a balanced scorecard.  Matt H. Evans
  49. Cash Model - Template for calculating projected financials from CFO Connection
  50. Techniques of Financial Analysis - Workbook of 11 templates (breakeven, valuation, forecasting, etc.) from ModernSoft
  51. Ratio Reminder (zip) - Simple worksheet of comparative financials and corresponding ratios
  52. Risk Analysis IT - Template for assessing risk of Information Technology - Audit Net
  53. Risk Analysis DW - Template for assessing risk of Data Warehousing - Audit Net
  54. Excel Workbook 1-2 - Set of worksheets for evaluating financial performance and forecasting - Supplemental Material for Short Course 1 and 2 on this website. Matt H. Evans
  55. Rule Maker Essentials - Excel Template for scoring a company by entering financial data - The Motley Fool
  56. Rule Maker Ranker - Excel Template for scoring a company by entering comparable data - The Motley Fool
  57. IPO Timeline - Excel program for Initial Public Offerings (must enable macros)
  58. Assessment Templates - Set of templates for assessing an organization based on the Malcolm Baldrige Quality Model.  Matt H. Evans
  59. Cash Gap in Days - Spreadsheet for calculating number of days required for short-term financing.
  60. Cash Flow Template - Simple cash flow model with explanations of each cash flow component - Arkansas Small Business Development Center.
  61. Six Solver Workbook (zip) - Set of various spreadsheets for solving different business problems (inventory ordering, labor scheduling, working capital, etc.).
  62. Free Cash Flow Valuation - Basic Spreadsheet Valuation Model
  63. Finance Examples - Seven examples in Business Finance - Solver
  64. Capital Budgeting Workbook - Several examples of capital budgeting analysis, including the use of Solver to select optimal projects.  Matt H. Evans
  65. Present Value Tables (rtf) - Set of present value tables written in rich text format, compatible with most word processors. Includes examples of how to use present value tables.
  66. Investment Valuation Model (zip) - Valuation model of companies (must enable macros)
  67. Cash Flow Sensitivity (xlt) - Sensitivity analysis spreadsheet - Small Business Store
  68. What If Analysis - Set of templates for sensitivity analysis using financial inputs.
  69. Risk Return Optimization - Optimal project selection (must enable macro's) - Metin Kilic
  70. CI - Basics #1 - Basic spreadsheet illustrating competitive analysis - Business Tools Templates.
  71. CI - Basics #2 - Basic spreadsheet illustrating competitive analysis - Business Tools Templates.
  72. External Assessment - Assessment questions for organizational assessment (must enable macros).
  73. Internal Assessment - Assessment questions for organizational assessment (must enable macros).
  74. Formal Scorecard - Formal Balanced Scorecard Spreadsheet Model (3.65 MB / must enable macros) - Madison Area Quality Improvement Network.
  75. Project Plan - Project Scheduling Template currently setup for a Balanced Scorecard Project.
  76. Gantt Chart - Gantt chart for project management with work plan - Jim Chapman's Web Site
  77. E O Q Model - Simple Inventory Models for calculating Economic Order Quantity.
  78. Inventory Simulation Control Model - Formal model for simulating inventory shortages, delivery times, costs, backorders, and optimal inventory levels - John McClain
  79. Financial Projections Model - A comprehensive financial model for forecasting a complete set of financials with breakeven and valuation tabs developed by Frank Moyes and Stephen Lawrence at Leeds School of Business.
  80. Option Trading Workbook - Educational toolkit for using Excel for Options - Option Trading Tips
  81. Financial Model - A nice clean financial model driven by different calculators (such as Company, Market, Subscribers, etc.) developed by Bill Snow.
  82. Forecasting Model - Step by step financial model for forecasting financials created by Sam Gui
  83. Economic Evaluation - Step by step workbook for evaluating the economics of a system investment - Automated Concepts
  84. Project Management Templates - A collection of templates (charter, budget, risk register, issues log, etc.) for managing a project - International Association of Project and Program Management
  85. Project Cost Estimating Workbook - A workbook model for developing a cost estimate on a software development project - ProTrain China
  86. Risk Assessment Register - A workbook for establishing a risk management register - Emergency Preparedness Capacity Builders
  87. Simple ABC Model - A simple model that illustrates Activity Based Costing 
  88. Six Sigma Tool Kit - A large collection of templates for doing six sigma tasks - Fara Vesh
  89. Project Management Tool Kit - Collection of useful templates for managing projects - Michael D. Taylor
  90. Intellectual Property Valuation Model - A simple and easy to use model to help assign value to intellectual assets such as patents, copyrights and trademarks - My Patent
  91. IT Infrastructure Maturity Assessment - Maturity model for evaluating different segments of IT infrastructure
  92. EVA Model - Template worksheets for calculating Economic Value Added (EVA) - Zachary Scott
  93. EVA Tree Model - Economic Value Added drill-down model with charts - Manfred Grotheer


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