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Various Services of Matt H. Evans
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Free Spreadsheets

Creating Value through Excellence in Financial Management (exinfm)
6903 29th St N • Arlington, VA 22213 U.S.A.
Phone 1-877-807-8756 • Email: matt@exinfm.com
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 Free Excel Spreadsheets

  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 macro's) - 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 by Robert C. Higgins - Analysis for Financial Management
  43. Business Valuation Model (zip) - Set of tabbed worksheets for generating forecast / valuation outputs. Includes instruction sheet. Bizpep
  44. LBO Model - Excel model for leveraged buy-outs
  45. Comparable Companies - Excel valuation model comparing companies
  46. Combination Model - Excel valuation model for combining companies
  47. Balanced Scorecard - Set of templates for building a balanced scorecard.
  48. Cash Model - Template for calculating projected financials from CFO Connection
  49. Ratio Reminder (zip) - Simple worksheet of comparative financials and corresponding ratios
  50. Risk Analysis IT - Template for assessing risk of Information Technology - Audit Net
  51. Risk Analysis DW - Template for assessing risk of Data Warehousing - Audit Net
  52. Excel Workbook 1-2 - Set of worksheets for evaluating financial performance and forecasting - Supplemental Material for Short Course 1 and 2 on this website.
  53. Rule Maker Essentials - Excel Template for scoring a company by entering financial data - The Motley Fool
  54. Rule Maker Ranker - Excel Template for scoring a company by entering comparable data - The Motley Fool
  55. IPO Timeline - Excel program for Initial Public Offerings (must enable macros)
  56. Assessment Templates - Set of templates for assessing an organization based on the Malcolm Baldrige Quality Model.
  57. Cash Gap in Days - Spreadsheet for calculating number of days required for short-term financing.
  58. Cash Flow Template - Simple cash flow model with explanations of each cash flow component - Arkansas Small Business Development Center.
  59. Six Solver Workbook (zip) - Set of various spreadsheets for solving different business problems (inventory ordering, labor scheduling, working capital, etc.).
  60. Free Cash Flow Valuation - Basic Spreadsheet Valuation Model
  61. Finance Examples - Seven examples in Business Finance - Solver
  62. Capital Budgeting Workbook - Several examples of capital budgeting analysis, including the use of Solver to select optimal projects.
  63. 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.
  64. Investment Valuation Model (zip) - Valuation model of companies (30 Day Trial Model) from Business Spreadsheets | Additional Trial Models from Business Spreadsheets > Real Option Valuation | Portfolio Optimization | Optimal Hedging Strategy
  65. Cash Flow Sensitivity (xlt) - Sensitivity analysis spreadsheet - Small Business Store
  66. What If Analysis - Set of templates for sensitivity analysis using financial inputs.
  67. Risk Return Optimization - Optimal project selection (must enable macro's) - Metin Kilic
  68. CI - Basics #1 - Basic spreadsheet illustrating competitive analysis - Business Tools Templates.
  69. CI - Basics #2 - Basic spreadsheet illustrating competitive analysis - Business Tools Templates.
  70. External Assessment - Assessment questions for organizational assessment (must enable macros).
  71. Internal Assessment - Assessment questions for organizational assessment (must enable macros).
  72. Formal Scorecard - Formal Balanced Scorecard Spreadsheet Model (3.65 MB / must enable macros) - Madison Area Quality Improvement Network.
  73. Project Plan - Project Scheduling Template currently setup for a Balanced Scorecard Project.
  74. Gantt Chart - Gantt chart for project management with work plan - Jim Chapman's Web Site | Simplified Version - Barnard of Fong's Eng & Manf
  75. E O Q Model - Simple Inventory Models for calculating Economic Order Quantity.
  76. Inventory Simulation Control Model - Formal model for simulating inventory shortages, delivery times, costs, backorders, and optimal inventory levels - John McClain
  77. 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.
  78. Option Trading Workbook - Educational toolkit for using Excel for Options - Option Trading Tips
  79. Financial Model - A nice clean financial model driven by different calculators (such as Company, Market, Subscribers, etc.) developed by Bill Snow.
  80. Forecasting Model - Step by step financial model for forecasting financials created by Sam Gui
  81. Economic Evaluation - Step by step workbook for evaluating the economics of a system investment
  82. 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
  83. Project Cost Estimating Workbook - A workbook model for developing a cost estimate on a software development project - ProTrain China
  84. Risk Assessment Register - A workbook for establishing a risk management register - Emergency Preparedness Capacity Builders
  85. Simple ABC Model - A simple model that illustrates Activity Based Costing
  86. Six Sigma Tool Kit - A large collection of templates for doing six sigma tasks
  87. Project Management Tool Kit - Collection of useful templates for managing projects - Michael D. Taylor
  88. 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
  89. IT Infrastructure Maturity Assessment - Maturity model for evaluating different segments of IT infrastructure
  90. EVA Model - Template worksheets for calculating Economic Value Added (EVA) - Zachary Scott
  91. EVA Tree Model - Economic Value Added drill-down model with charts - Manfred Grotheer
  92. Personal Finance Model - A simple and clean model to track personal wealth - ROI Team
  93. Financial Startup Model - A six parameter model to help organize financials for startup companies - ROI Team
  94. Performance Leadership Assessment - Simple and straight-forward tool for assessing leadership across five important categories - People Positive
  95. Due Diligence Assessment Model - Assessment of new business ventures across ten different dimensions - Affiliate Tips
  96. Management Diamond Assessment - A useful tool for developing human capital and teams - Geir Fuglaas | Management Diamond Overview | Management Diamond Book
  97. Performance Solution Tool Kit - Evaluation of performance issues related to knowledge gaps - Brent Norton
  98. Ratio Tree - A simple yet comprehensive tree of ratios for most businesses - Strategy Expert
  99. Skills & Modeling Guide | Assessment Exercise Workbook - Two very good spreadsheet models to help you develop your spreadsheet modeling skills - Tykoh Training
  100. Breakeven Forecasting Model - A clean and contemporary spreadsheet tool for easily forecasting breakeven. Includes parameters for seasonality and start-up optimization - Ethos 360
  101. ROI IT Initiative Tool - A comprehensive business case model for evaluating technology projects - Hall Consulting
  102. Waterfall Distribution Model - Distribution of proceeds from a business venture using hurdles - Global iConnect
  103. LBO DCF Model - Leveraged Buyout Model with tabs for financials and analysis - Global iConnect
  104. Weekly Cash Flow - Rolling cash flow projections of purchases - Portal CFO
  105. Factoring Cash Flow - Weekly calculation of cash flows with factoring - MP Star Financial Invoice Factoring
  106. Series of Commission Spreadsheets > Calculator | Template-Fixed | Template-Margin | Template Revenue
  107. Dashboard Report - Demonstrates countif, vlookup, and arrays - Bob Lopez
  108. Real Estate Investment Analysis - Workbook example developed by Dr. Greg Smersh
  109. Rental Property Investment - Workbook for evaluating rental property - Globaliconnect
  110. Valuation Utility Workbook | User Manual - A nice and simple valuation model with sensitivity charts - Tykoh Training
  111. Monte Carlo Sales Forecast - Provides an example of Monte Carlo Simulation using a simple sales forecast model - Business Templates
  112. Depreciation Schedules - Calculates annual depreciation using a variety of methods - Business Templates
  113. NPV Calculator - Shows examples that use the NPV, IRR, XNPV, and XIRR functions - Business Templates
  114. Basic Excel Course - Collection of 4 Excel files from the Basic Excel course offered by DeZyre > All 4 Files (zip) | How to Concatenate | How to Use Lookup | How to Filter Data | Excel Module
  115. Financial Modeling Course - 12 different excel files from the financial modeling course offered by DeZyre > Download All 12 Files (zip) | Advanced Income | Analyzing Dominos-1 | Analyzing Dominos-2 | Balance Sheet Basics | Building Cash Flow Statement | Capex | Double Entry Accounting | Expense Recognition | Revenue-Gross Margin | Revenue Recognition | Tax | Summary|
  116. BPM Tool Kit - 6 different comprehensive models from Best Practice Modeling > All 6 Files (zip) | Enterprise Valuation Example | Equity Valuation Example | Historical Forecast Model | Whole Business Plan Model | Project Summary | Multi Stack Waterfall Chart
  117. Box IPO Model - A complete financial model developed by Dheeraj Vaidya - Wall Street Mojo

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 General Resources on Microsoft Excel

| Business Functions | Business Intelligence | Business Spreadsheets | CEO Tools | Convert to Web App | Data Conversion | Data Secure | Decision Trees | Derivative Spreadsheets | Edit Grid | EVA Calculation | Excel Applications | Excel Auditor | Excel Business Users | Excel Cheat Sheets | Excel Development | Excel Digest | Excel Everywhere | ExcelFix | Excel Formulas | Excel Ideas | Excel Magic | Excel Materials | Excel Mixer | Excel Programming Services | Excel Quantitative | Excel Solutions | Excel Tutorial | Excel Unusual | ExcelWriter | Exchange Models | File Repair | Financial Model Guide | Financial Modeling School | Financial Model Training | Financial Model Training-2 | Financial Scorecard | Finance Models | Finance Package | Formulas & Functions | Improve Excel | Invest Excel | Investment Related | Magic Workbooks | Marketing Related | Model Advisor | Model Answer | Modeling Fundamentals | Model Sheet | Mr Excel | MyWorkTools | Oil & Gas Models | Online Help | Option Models | PDF to Excel | Personal Finance Spreadsheets | Process Simulation | Process Trends | Projected Financials | Quantitative Methods| Quantrix Modeling [Quantrix Sample Models] | Real Estate Related | Secure Spreadsheets | Speed Sheets | Spreadsheet Comparer | Spreadsheet Guys | Spreadsheet Marketplace | Spreadsheet Security | Spreadsheet Store | Spreadsheet Tester | Stock Analyzer | Teach Excel | Timesheets | XL Modeling

 Excel Templates

Basic Business Templates | Customized Templates | Financial Templates | High Quality Templates | Project Management |

 Online Training

Excel Learning Made Easy | Edu CBA | Learn Excel by Example | Fast Track Excel Training | Excel 2010 - Beginner Intermediate Training | Mastering Excel - Beginner Intermediate Training | Excel Advanced Training | Excel Pivot Tables | Fast Financial Modeling (Free) | Financial Modeling and Valuation |

 Add On's for Microsoft Excel

Able Bits | Addin Directory | Analyze It | Brush Tools | Business Rules | Custom Add Ins | Database Manager | Dashboards | Decision Analysis | Derivative Analysis | EZ Analyze | EZ Forecaster | FinCad-Derivatives | Free Economic Add On's | Free Navigation Tool Bar | Model Builder | Monte Carlo Simulation | Monte Carlo - Easy | Monte Carlo-Tukhi | NumXL | Portfolio Optimization | Risk Modeling | Sensitivity Toolkit | Simul-Stats | Spreadsheet ML | Statistical Analysis | Recover Corrupted Files | Report Writing Tool | Sales Forecasting | Tree Plan | Value at Risk | XL Modeler | XL Sim | XL Stats | XML Converter | XML Report Builder |

 Six Sigma Spreadsheets

ASQ Tools | Baran-Systems | John Zorich | SPC for Excel | SPC XL | Robert Dallman | Six Sigma Project Files

 Leading Experts on Microsoft Excel

| Alan Barasch | Scott Beber | Rob Bovey | Stephen Bullen | Peter Clayton | Jim Cline | Codematic | Debra Dalgleish | Doctor | Curtis Frye | Glynn | Jon Heyden | Nick Hodge | Instant Online Help | Bill Jelen | Jason Khoo | Mike Middleton | Ivan Moala | David McRitchie | Jon Pearson | Jon Peltier | Andy Pope | Joseph Rubin, CPA | John Walkenbach | Charles Williams |

 Leading Experts on Financial Modeling

Chandoo | Corality | Fimodo | Modeling Championship | Navigator | Plum Solutions | Pristine | Strategize

 Books on Microsoft Excel

Analyzing Business Data | Balanced Scorecards in Excel | Best Practices | Business Analysis | Data Analysis | Excel Hacks | Financial Analysis | Financial Modeling | Finance with Excel | Financial Planning with Excel | Managing Data | Managing Money | Spreadsheet Modeling |

 Lynda's Excel Video's

| Creating Budgets | Essential Training | Financial Analysis | Financial Functions | Formulas and Functions

Also check out Chandoo's Video's for Beginners and Excel Exposure