Templates by Corporate Finance Institute®

This Term Sheet Template from CFI is a free example of a fundamental legal document used in private capital raising…

Capital expenditure (CapEx) is the amount of money invested by a business in the acquisition, maintenance, and improvement of fixed…

Operating profit margin, also referred to as EBIT (short for earnings before interest and tax) margin, is a profitability ratio…

Revenue variance analysis calculates the difference between actual sales and expected sales using the sales volume metrics, sales mix metrics,…

Enterprise value, also referred to as firm value, is the total value of assets of acompany excluding cash. Financial analysts…

The Cost of Debt Excel Calculator can be useful for debtholders and creditors. The cost of debt is the return…

This Excel template is a useful tool to break-down overhead costs, through the activity based costing approach. Activity-based costing allocates…

This Personal Financial Statement Excel Template is a ready-to-use template to help you track and record your personal finances. It…

Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…

EBITDA multiple (EV/EBITDA) is a financial ratio used to compare the enterprise value of a company to its annual EBITDA…

Cost-volume-profit analysis (CVP analysis), also commonly referred to as breakeven analysis, is a method to evaluate how profitability is impacted…

This Year over Year (YOY) excel template is a great tool to analyze time-series data. This type of analysis is…

Adjusted EBITDA is a normalized financial metric which excludes all one-time, irregular and non-recurring items. It is commonly used in…

This Variance Analysis Excel Template offers a simple yet useful example for conducting variance analysis. Variance analysis is an analysis…

This Cost of Equity Excel Calculator can be a useful tool for prospective investors. The cost of equity is the required…

This is a LTV/CAC (Lifetime value / customer acquisition cost) ratio template that is ready-to-use, and instantly downloadable for the…