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Sheet Name Code Template

Sheet Name Code Template This sheet name code template allows you to display the name of an Excel sheet in a cell using a combination of formulas. Here are the screenshots of the sheet name code template: Download the Free Template Enter your name and email in the form below and download the free template now!…

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Unlevered Cost of Capital

What is the Unlevered Cost of Capital? The unlevered cost of capital is the implied rate of return a company expects to earn on its assets, without the effect of debt. A company that wants to undertake a project will have to allocate capital or money for it. Theoretically, the capital could be generated either…

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Forward-Looking Statements Example

Example of Forward-Looking Statements This is an example of forward-looking statements for an investor relations presentation on behalf of a public company. Note: this example is for educational purposes only and should not be relied upon for any other use. Forward-Looking Statements Certain information set forth in this presentation contains “forward-looking information”, including “future-oriented financial…

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Section 368

Overview and Fundamentals of Section 368 Section 368(A)(1) outlines a format for US tax treatment of corporate reorganizations, as described in the Internal Revenue Code of 1986. The reorganization transactions, however, must meet certain legal requirements to classify for the favorable treatment. Additionally, there has been further precedent outside of the codified requirements that have developed…

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Football Field Chart Template

What is a Football Field Chart? A football field chart is used to summarize a range of values for a business, based on different valuation methods.  This guide includes a free Football Field Chart Template to download at the end of the page. The purpose of the chart is to show how much a buyer…

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Investment Banking Job Description

Investment Banking Job Description This investment banking job description was inspired by the responsibilities outlined by a list of investment banks including Goldman Sachs, Morgan Stanley, Credit Suisse, UBS, and Barclays. To ensure you have the skills required for the job, check out CFI’s investment banking courses now! Key Responsibilities Development of various types of financial models to…

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Mining Asset Valuation Techniques

How Do You Value a Mining Asset? Mining assets are very challenging to value. Given the degree of geologic uncertainty around reserves and resources, it’s hard to know how much metal is actually in the ground. This guide to mining valuation will teach you all you need to know to value an asset! The best…

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Sharpe Ratio Calculator

What is the Sharpe Ratio Calculator? The Sharpe Ratio, also known as the Sharpe Index, is named after American economist William Sharpe. The ratio is commonly used as a means of calculating the performance of an investment after adjusting for its risk that allows investments of different risk profiles to be compared against each other….

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Minority Interest in Enterprise Value Calculation

Why is Minority Interest added to Enterprise Value? When a company owns more than 50% (but less than 100%) of a subsidiary, the company records all 100% of the subsidiary’s revenue, costs, and other income statement items, even though the company doesn’t own 100% of the subsidiary.  Therefore, when you look at a company’s EV/EBITDA…

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Crossover Rate

What is the Crossover Rate? Crossover Rate is the rate of return (alternatively called the weighted average cost of capital) at which the Net Present Values (NPV) of two projects are equal. It represents the rate of return at which the net present value profile of one project intersects the net present value profile of…

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