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Types of Financial Models

Budget Model
Budget Model

Financial modeling is performed in Excel to forecast a company's financial performance. Overview of what is financial modeling, how & why to build a model. A 3 statement model links income statement, balance sheet, and cash flow statement.

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Consolidation Model
Consolidation Model

A Consolidation Model is constructed by combining the financial results of multiple business units into one single model. Typically, the first worksheet of the model is a summary or consolidation view that shows the highest-level figures (monthly and yearly revenues, profits, costs, productivity rate, etc.) in the form of tables, graphs or charts.

Discounted Cash Flow (DCF) Model
Discounted Cash Flow (DCF) Model

Discounted cash flow (DCF) is a valuation method used to estimate the attractiveness of an investment opportunity. Discounted cash flow (DCF) is a valuation method used to estimate the attractiveness of an investment opportunity.

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Initial Public Offering (IPO) Model
Initial Public Offering (IPO) Model

An Initial Public Offering (IPO) is the first sale of stocks issued by a company to the public. Prior to an IPO, a company is considered a private company, usually with a small number of investors (founders, friends, families, and business investors such as venture capitalists or angel investors).

Leveraged Buyout (LBO) Model
Leveraged Buyout (LBO) Model

Leveraged Buyout (LBO) Model Overview . A . leveraged buyout model. ... reference guide is just an introduction to LBO models.

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Merger Model (M&A)
Merger Model (M&A)

Interviewer: What can lead to EPS dilution in an M&A acquisition? Expect to get questions pertaining to Merger Models during Investment Banking interviews. The whole purpose of a merger model is to show clients the impact of an acquisition to the acquirer’s EPS and how the new EPS compares with the status quo.

Sum of the Parts Model
Sum of the Parts Model

3) Sum-of-the-parts model. It is also referred to as the break-up analysis. This modeling involves valuation of a company by determining the value of its divisions if they were broken down and spun off or they were acquired by another company. 4) Leveraged Buy Out (LBO) model. Included in the types of Financial model is the LBO Model.

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Three Statement Model
Three Statement Model

Three-statement financial models can be built in a variety of different layouts and designs. For example, the Income Statement, Balance Sheet, and Statement of Cash Flows can be combined on one excel tab, or each of the three financial statements can occur on separate tabs (i.e., worksheets within a single workbook).

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