R&D Capitalization Model Template

Project and capitalize R&D costs with this free template

Author: Josh Pupkin
Josh Pupkin
Josh Pupkin
Private Equity | Investment Banking

Josh has extensive experience private equity, business development, and investment banking. Josh started his career working as an investment banking analyst for Barclays before transitioning to a private equity role Neuberger Berman. Currently, Josh is an Associate in the Strategic Finance Group of Accordion Partners, a management consulting firm which advises on, executes, and implements value creation initiatives and 100 day plans for Private Equity-backed companies and their financial sponsors.

Josh graduated Magna Cum Laude from the University of Maryland, College Park with a Bachelor of Science in Finance and is currently an MBA candidate at Duke University Fuqua School of Business with a concentration in Corporate Strategy.

Reviewed By: Patrick Curtis
Patrick Curtis
Patrick Curtis
Private Equity | Investment Banking

Prior to becoming our CEO & Founder at Wall Street Oasis, Patrick spent three years as a Private Equity Associate for Tailwind Capital in New York and two years as an Investment Banking Analyst at Rothschild.

Patrick has an MBA in Entrepreneurial Management from The Wharton School and a BA in Economics from Williams College.

Last Updated:September 15, 2022

Download WSO's free R&D Capitalization template below!

This template allows you to project a Research & Development cost plan for your company and capitalize it on the ledger.

The template is plug-and-play, and you can enter your own numbers or formulas to auto-populate output numbers. The template also includes other tabs for other elements of a financial model.

According to the WSO Dictionary,

"R&D expenses are a type of operating expense that can be deducted as such on the business tax return."

A screenshot below gives you a sneak peek of the template.

R&D Capitalization Model Template

More Resources:

We hope this template helps you excel at your job! Please check out the following additional resources to help you advance your career:

Attachment Size
R&D Capitalization Model Template.xlsx 1005.69 KB 1005.69 KB