Analysis and Valuation Models - Build with a template model or build from scratch?

Each company and each analysis is different, however, the "bare-bones" fundamentals are the same for DCF, Comps, precedent transactions, etc.

So with that, do you guys build models and valuations from scratch (as in format, labels, sheets, cells, everything) or do you use a generic bare-bones template then modify accordingly?

Cheers!

Comments (9)

Nov 6, 2017

Hey Biriyo Neru, I'm the WSO Monkey Bot and I'm here since nobody responded to your thread! Bummer...could just be time of day or unlucky (or the question/topci is too vague or too specific). Maybe one of these topics will help:

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If we're lucky, maybe I can guilt some users to help you out: @short_round @Henning-Ha @LukeLa

I hope those threads give you a bit more insight.

Nov 6, 2017

I always start from template. no reason to spend all that time and effort on first pass at the CIM.

Nov 6, 2017

NoT banking but MM PE. We have a pretty robust LBO model we use. But no model is perfect and there is always a pretty decent amount of customization that goes into each transaction.

Nov 6, 2017

Most MM's have templates for comps, DCF, LBO, etc. And as ^ noted, you will often have to tweak and customize for specific cases.

Nov 6, 2017

We use templates for most and tweak scenarios. But for some special projects depending on the deal we will build more sophisticated models from ground up.

Nov 6, 2017
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