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FinQuest Spreadsheet Tools

FinQuest Spreadsheet Tools

FinQuest Partners LLC has developed an Excel-based template which – when combined with the financial knowledge from our workshops – allows you to quickly gain unique insights about banking opportunities and to effectively communicate the quantitative impact of these insights to your customer. The FinQuest Spreadsheet Tools include financial statement projections, valuation calculations, strategy assessment tools and financial statement analysis, as well as modules for the analysis of capital structure, debt capacity, credit, working capital, and financial risk.

SUMMARY OF SPREADSHEET FUNCTIONS
FINANCIAL STATEMENT FORECASTING CAPITAL STRUCTURE ANALYSIS
Income Statement DEBT CAPACITY ANALYSIS
Balance Sheet Senior Debt
Cash Flow Statement Subordinated Debt
FINANCIAL/BUSINESS STRATEGY ASSESSMENT CREDIT ANALYSIS AND RATINGS
Macro/Industry Assessment WORKING CAPITAL ANALYSIS
Growth Strategy (Life Cycle Analysis) FINANCIAL RISK ASSESSMENT
Competitive Strategy (SWOT/Porter Analysis) Transaction Exposure
Business Risk Assessment Translation Exposure
Financial Risk Assessment Economic and Competitive Exposure
Financial Strategy Assessment VALUATION METRICS
Low Cost / High Flexibility / High Access Tradeoffs WACC Calculation
FINANCIAL STATEMENT ANALYSIS Return on Invested Capital / ROCE
Cash Flow Analysis Economic Profit
Profitability Ratios VALUATION CALCULATIONS
Liquidity Ratios Discounted Cash Flow
Financial Structure Ratios LBO Analysis
Debt Service Ratios Comparable Company Analysis
Peer/Industry Comparisons FINANCIAL STRATEGY MATRIX