📊 OVERVIEW
An editable Excel template designed to assess the financial health and acquisition viability of a target business. Includes modular fields for asset/liability breakdowns, five-year financial history, and fixed asset valuation—ideal for founders, investors, and client-facing documentation.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 🧾 Business profile section with contact details and remarks
• 📈 Five-year financial overview including gross sales, cost of sales, and net cash flow
• 🧮 Asset and liability breakdown with fixed asset valuation (cost, market, book)
• ✅ Clear section headers and formula-driven logic for client-side editing
🧠 USE CASES
• Internal due diligence and acquisition analysis
• Client-facing documentation for M&A advisory or investment review
• Strategic planning and valuation modelling
• Reusable format for multiple acquisition targets or investor presentations
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for financial input, asset tracking, and equity analysis
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
