Consolidation

by D'Errico Financial Services

Basic Founder’s Package – Business Valuation Edition

This is a bundle of financial model templates best suited for business valuation.

Price: $120.00

by Smarthelping

perfect

By Adib Basbous on Jan 23, 2018

great model

Remarkably detailed but lacks a full user manual

By Lanre on Jun 04, 2020

I think the template remarkably detailed but it's quite difficult to adapt it because it doesn't immediately come with a basic manual in which to understand the creator's assumptions and approach.

By malliot on Mar 23, 2020

This is a good document. Carry on the good work

Self Storage Acquisition Financial Model

By rk kliebenstein on Jun 03, 2020

Jay; This is a pretty good tool, and many elements reflect familiarity with self storage experience. The model is good for a look back, weak for looking forward and projecting new ownership There are areas the model could use enhancements and some are essential to self storage: Does not include typical sources of Ancillary Income Does not allow for the proper delineation of unit types and sizes, if the store uses premium pricing, the analyst will need to add a lot of rows and specify types Does not allow for expansion or additional capital beyond inception Management Fees not properly accounted for, no input for a minimum One of the largest problems is the lack of an ability to account for unrentable space. For example, maintenance and insurance costs are often budgeted for $/SF, ALWAYS properly calculated on GSF. If this is a multi story climate controlled store, the model only accounts for NRSF, so the calc is way off. There is no provision for GSF to NRSF allowance No schedules for staffing Debt schedules are way too simplistic. Does not properly account for I/O and refinance Missing several ROI metrics Insufficient competitive rate comparison (unit type issue here again) Needs acquisition cap rate sensitivity analysis (commencing acq, it has a limited terminal cap sensitivity) Needs print macros Needs BoE analysis Insufficient debt parameters/loan calcs Does not account for sponsor/GP promotes Insufficient distribution analysis needs acquisition costing and capX dynamics Needs comparison of TOTAL acquisition costs to purchase price Needs purchase price sensitivity calcs (specify metrics (yield, IRR), have it calc price you can pay Expense Categories messy and needs expense reconciliation Needs start date for rent increases delayed in model Needs single input page Needs comparison of OM/Broker projections to analyst projections There are no calcs for ownership, only property level...The model is good for a look back, very weak for looking forward and projecting new ownership RETax calc simple, but good good job accounting for equity split, (see above, too simplistic) Good very basic scenario modeling Great graphical outputsIf someone wants to co develop this model, they should contact me. [email protected] 561.797.2721 RK

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By Zach on Oct 24, 2019

It's a good starter pro forma but I do need to notify you of a Security flaw in your password protection on the sheets. You did not use "Encrypt" password in your excel document protection, enabling someone somewhat tech savvy to remove the password without having to pay for the document. I'd also recommend you implement Information Rights Management on these documents or utilize a form viewer to showcase the documents so that people cannot easily copy and paste the cells. Just trying to help you protect your business!

Financial modeling spreadsheets and templates in Excel & Google Sheets

Consolidation

Basic Founder’s Package – Business Valuation Edition

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Dynamic Scaling Model – Plan Up to 25 Retail Locations over 5 Years

Bid Price Simulator (Operations and Management Bids)

Financial Modeling Training Package

Retail Chain Rollout Strategy Model

Multiple Loan Repayment Planning with Extra Principal Applied

IRR (Internal Rate of Return) Modeling with Multiple Projects

Consolidated Financial Statements

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