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Finance Documents


Below are a list of documents to help build on your understanding of finance. These documents include financial models, business plan templates and other documents that may help you as you undertake similar projects on your own.

You may also want to check out our Most Popular Downloads.


Finance Ocean

Business Plan Template


Downloads: 665

This document provides a general template for writing a business plan.



Finance Ocean

Comparable Companies Analysis Model


Downloads: 1,015

This is a sample model for a comparable companies analysis of a hypothetical home improvement company.



Finance Ocean

Discounted Cash Flow Analysis (DCF)


Downloads: 1,327

This Excel model is a discounted cash flow analysis of a hypothetical discount retail store. It includes WACC and unlevered Beta calculations.



Finance Ocean

IF Function Example


Downloads: 307

An excel file with a small model demonstrating the IF function.



Finance Ocean

INDIRECT Function Example


Downloads: 309

An excel file with a small model demonstrating the INDIRECT function.



Finance Ocean

Investment Property Model


Downloads: 1,194

This Excel model looks at the return on investment of a simple rental property.



Finance Ocean

Sensitivity Analysis


Downloads: 604

A simple financial model demonstrating a sensitivity table.



Finance Ocean

Time Value of Money Model


Downloads: 321

This model illustrates how a simple fixed-payment amortizing loan works over time.



Finance Ocean

U.S. Deficit Analysis 2000-2010


Downloads: 1,691

This excel file looks at data from the Office of Management and Budget (OMB) to analyze how the United States went from a budget surplus in 2000 to a record deficit in 2010. It also projects how taxation and spending would have to change over the next five years in order to reach a budget surplus using the tax and spending levels of 2000.



Finance Ocean

U.S. Money Supply and Velocity of Money


Downloads: 619

This excel document contains graphs and data of the U.S. money supply and the velocity of money based on information from the U.S. Federal Reserve and Department of Commerce.




 
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