This is a complete M&A analysis tool. From purchase price to synergies to IRR and accretion/dilution — everything a professional deal evaluation requires is built in.
WHAT'S INCLUDED:
→ Deal Overview Tab — Transaction structure (parties, deal type, offer price, shares outstanding), purchase price waterfall (equity value → enterprise value → EV/EBITDA paid), and financing breakdown (cash vs. stock consideration, new debt, dilution)
→ Target Financials Tab — 3-year historical + 2-year projected P&L (revenue, gross profit, EBITDA, EBIT, net income) with auto-calculated margins
→ Synergies Tab — Cost synergies (headcount, facilities, IT, procurement) and revenue synergies (cross-sell, new markets, product bundling) built out across 5 years
→ Returns Analysis Tab — Synergy-adjusted enterprise value, exit assumptions, MOIC, estimated IRR, and first-year accretion/dilution
→ Summary Tab — Deal scorecard with all key metrics pulled automatically
WHO THIS IS FOR:
Business owners evaluating an acquisition. Investors running buy-side diligence. M&A professionals who want
DESCRIPTION:
Net worth is not what you earn. It's what you keep, build, and own minus what you owe.
Most people have a rough idea of their number. This dashboard gives you the exact number — broken down by category, tracked over time, and updated in real-time as you input new data.
WHAT'S INCLUDED:
→ Net Worth Dashboard Tab — Live KPI cards (total assets, total liabilities, net worth, debt-to-asset ratio), asset breakdown by category with % of total, and liability breakdown with monthly payment summary
→ Assets Tab — Four sections: Cash & Equivalents (checking, savings, money market, emergency fund with interest rates), Investments (brokerage, 401k, IRA, stock options with unrealized gain/loss), Real Estate (properties with current value, mortgage balance, and equity), Other Assets (vehicles, collectibles, business interests)
→ Liabilities Tab — Mortgages, vehicle loans, and short-term debt (credit cards, student loans) with interest rates and monthly payments
→ History Tab — 10-period net worth tracker to watch your trajectory over time
WHO THIS IS FOR:
Anyone who wants to stop estimating and start knowing. People building toward a specific net worth goal. Adults who've accumulated multiple accounts and want everything in one place.
FILE DETAILS:
Format: Microsoft Excel (.xlsx)
Sheets: Cover, Net Worth Dashboard, Assets, Liabilities, History
Instant download. No subscription. Yours forever.
This is a complete M&A analysis tool. From purchase price to synergies to IRR and accretion/dilution — everything a professional deal evaluation requires is built in.
WHAT'S INCLUDED:
→ Deal Overview Tab — Transaction structure (parties, deal type, offer price, shares outstanding), purchase price waterfall (equity value → enterprise value → EV/EBITDA paid), and financing breakdown (cash vs. stock consideration, new debt, dilution)
→ Target Financials Tab — 3-year historical + 2-year projected P&L (revenue, gross profit, EBITDA, EBIT, net income) with auto-calculated margins
→ Synergies Tab — Cost synergies (headcount, facilities, IT, procurement) and revenue synergies (cross-sell, new markets, product bundling) built out across 5 years
→ Returns Analysis Tab — Synergy-adjusted enterprise value, exit assumptions, MOIC, estimated IRR, and first-year accretion/dilution
→ Summary Tab — Deal scorecard with all key metrics pulled automatically
WHO THIS IS FOR:
Business owners evaluating an acquisition. Investors running buy-side diligence. M&A professionals who want
DESCRIPTION:
Net worth is not what you earn. It's what you keep, build, and own minus what you owe.
Most people have a rough idea of their number. This dashboard gives you the exact number — broken down by category, tracked over time, and updated in real-time as you input new data.
WHAT'S INCLUDED:
→ Net Worth Dashboard Tab — Live KPI cards (total assets, total liabilities, net worth, debt-to-asset ratio), asset breakdown by category with % of total, and liability breakdown with monthly payment summary
→ Assets Tab — Four sections: Cash & Equivalents (checking, savings, money market, emergency fund with interest rates), Investments (brokerage, 401k, IRA, stock options with unrealized gain/loss), Real Estate (properties with current value, mortgage balance, and equity), Other Assets (vehicles, collectibles, business interests)
→ Liabilities Tab — Mortgages, vehicle loans, and short-term debt (credit cards, student loans) with interest rates and monthly payments
→ History Tab — 10-period net worth tracker to watch your trajectory over time
WHO THIS IS FOR:
Anyone who wants to stop estimating and start knowing. People building toward a specific net worth goal. Adults who've accumulated multiple accounts and want everything in one place.
FILE DETAILS:
Format: Microsoft Excel (.xlsx)
Sheets: Cover, Net Worth Dashboard, Assets, Liabilities, History
Instant download. No subscription. Yours forever.
