Financial Resources for Clients and Students
This resources page is a collection of tools that students and clients have requested over the years. Feel free to request additions.
These are financial student resources for an undergraduate-level college or university finance student.
> Financial Analysis Ratios – these are the primary ratios we use for analysis of Financial Statements
> Goodwill Accounting Explained – Goodwill Accounting treatment
> Operating Leverage Explained – How one uses Operating Leverage to increase profits (or losses!)
Business Resources - Excel Models
Simple 3-Year Business Model
Easy to use 3-year business planning model. Provides Income Statement, Balance Sheet, Cash Flow based on user inputs of sales, expenses and other cash-affecting items.
Simple NPV Model
Easy to use model to find the NPV of a series of monthly cash flows (even or uneven).
Lease Rate Calculator
For calculating monthly lease rates for a 1, 2 or 3 year fully-recovered lease.
Books Related To Finance
I have a page with a comprehensive list of books that provide a great background on money, our economy, how the world is really run.
Lean Startup Resources
Lean Canvas Template
Easy to use PPT template for tracking progress of a startup using the Lean Startup Process.
Click here to download.
Sales Resources
Business to Business Sales Funnel
A simple Excel-based funnel document for tracking sales opportunities and forecasting revenues.
Click here to download.
