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Business Valuation Model Excel Template

Value businesses with professional DCF analysis, comparable company multiples, precedent transactions, and integrated valuation methodologies for accurate business appraisals.


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Value Businesses with Professional Precision

Accurate business valuation is essential for M&A transactions, investment decisions, and strategic planning. Our Business Valuation Model provides comprehensive tools to value companies using multiple methodologies including DCF analysis, comparable company analysis, and precedent transactions.

From startups to mature enterprises, apply rigorous valuation techniques that are used by investment bankers, private equity firms, and corporate development teams. Built for analysts, investors, and business owners, this template ensures accurate valuations that stand up to scrutiny.

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Comprehensive DCF Valuation Model

Cash Flow Projections

Build detailed free cash flow projections with revenue forecasting, expense modeling, and working capital analysis. Project cash flows for 10+ years with detailed assumptions and sensitivity analysis.

Discount Rate Calculation

Calculate weighted average cost of capital (WACC) using market data, risk-free rates, and company-specific risk factors. Include beta calculations, cost of equity, and cost of debt components.

Terminal Value Analysis

Calculate terminal value using both perpetuity growth and exit multiple methods. Analyze terminal value sensitivity to growth rates and exit multiples to understand valuation drivers.

Sensitivity & Scenario Analysis

Perform sensitivity analysis on key variables including revenue growth, margins, discount rates, and terminal growth rates. Model different scenarios to understand valuation ranges.

Market-Based Valuation Methods

Comparable Company Analysis

Identify and analyze comparable public companies using trading multiples including P/E, EV/EBITDA, EV/Revenue, and industry-specific metrics. Adjust for size, growth, and profitability differences.

Precedent Transaction Analysis

Analyze precedent M&A transactions to understand transaction multiples and control premiums. Filter transactions by size, timing, and strategic rationale to find relevant comparables.

Multiple Normalization

Normalize financial metrics across comparables to account for different accounting methods, one-time items, and capital structures. Ensure apples-to-apples comparisons.

Valuation Range Analysis

Combine DCF, comparable company, and precedent transaction valuations to establish a comprehensive valuation range. Weight different methodologies based on reliability and market conditions.

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Frequently Asked Questions

Which valuation method is most accurate?

The template uses multiple valuation methods because each has strengths and weaknesses. DCF is theoretically most accurate but sensitive to assumptions. Comparable company analysis reflects current market conditions. The template combines all methods for a comprehensive valuation range.

How do I select comparable companies?

The template provides guidance on selecting comparables based on industry, size, business model, growth rates, and profitability. It includes screening criteria and adjustment factors for differences between companies.

Can it handle different business models?

Yes, the template includes industry-specific adjustments and metrics for different business models including SaaS, retail, manufacturing, and services. It adapts valuation methodologies based on business characteristics.

How does it calculate discount rates?

The template calculates WACC using market data including risk-free rates, market risk premiums, beta coefficients, and company-specific risk factors. It includes both levered and unlevered beta calculations.

Does it include tax considerations?

Yes, the template includes tax shields from debt, corporate tax rates, and after-tax cash flow calculations. It properly accounts for tax effects in both DCF and comparable company analyses.

Frequently Asked Questions

If you question is not covered here, you can contact our team.

Contact Us
How do I analyze data?
To analyze spreadsheet data, just upload a file and start asking questions. Sourcetable's AI can answer questions and do work for you. You can also take manual control, leveraging all the formulas and features you expect from Excel, Google Sheets or Python.
What data sources are supported?
We currently support a variety of data file formats including spreadsheets (.xls, .xlsx, .csv), tabular data (.tsv), JSON, and database data (MySQL, PostgreSQL, MongoDB). We also support application data, and most plain text data.
What data science tools are available?
Sourcetable's AI analyzes and cleans data without you having to write code. Use Python, SQL, NumPy, Pandas, SciPy, Scikit-learn, StatsModels, Matplotlib, Plotly, and Seaborn.
Can I analyze spreadsheets with multiple tabs?
Yes! Sourcetable's AI makes intelligent decisions on what spreadsheet data is being referred to in the chat. This is helpful for tasks like cross-tab VLOOKUPs. If you prefer more control, you can also refer to specific tabs by name.
Can I generate data visualizations?
Yes! It's very easy to generate clean-looking data visualizations using Sourcetable. Simply prompt the AI to create a chart or graph. All visualizations are downloadable and can be exported as interactive embeds.
What is the maximum file size?
Sourcetable supports files up to 10GB in size. Larger file limits are available upon request. For best AI performance on large datasets, make use of pivots and summaries.
Is this free?
Yes! Sourcetable's spreadsheet is free to use, just like Google Sheets. AI features have a daily usage limit. Users can upgrade to the pro plan for more credits.
Is there a discount for students, professors, or teachers?
Currently, Sourcetable is free for students and faculty, courtesy of free credits from OpenAI and Anthropic. Once those are exhausted, we will skip to a 50% discount plan.
Is Sourcetable programmable?
Yes. Regular spreadsheet users have full A1 formula-style referencing at their disposal. Advanced users can make use of Sourcetable's SQL editor and GUI, or ask our AI to write code for you.
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Get Accurate Business Valuations

Professional valuation tools using multiple methodologies to determine accurate business values for any transaction or analysis.

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