Balance Sheet Set-Up

1 minutes read
Last updated: February 2, 2023

Now that we’ve begun to build our income statement let’s switch gears and set up our balance sheet. For now, we are going to simply plug in historical balance sheet data and leave room for transaction adjustments that will help us calculate the target’s pro forma balance sheet at the close of the transaction.

 

Download Template

Balance Sheet Set-Up

Try Macabacus for free to accelerate financial modeling in Excel.

Discover more topics

Build an operating model
In this tutorial, we will walk through how to build a general industry business operating model.
Read more
Build an M&A model
In this section, we demonstrate how to model a merger of two public companies in Excel.
Read more
Build an LBO model
In this tutorial, we will walk you through building an LBO model in Excel.
Read more
Asset and Stock Deals
The first step in purchase price allocation, or PPA, is to determine the purchase price.
Read more