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  • BALANCE, INCOME & CASH FLOW

3 Statement Financial Model

Create your own 3-statement model for a company – specifically, the balance sheet, income statement, and statement of cash flows. It is a very simplified template that should be used to better understand how the 3 financial statements work in unison. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.

  • PLUG-AND-PLAY MODEL

Private Equity Distribution Model

This is a simplified template that allows you to create your own PE distribution waterfall for returning capital to the LPs, GPs, etc with different fund structures. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.

  • ENTERPRISE & EQUITY VALUE

Discounted Cash Flow Model

This template is a simplified 3-statement model with a DCF and Weighted Average Cost of Capital (WACC) to demonstrate how the Enterprise Value and Equity Value of a company is determined. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate.

  • featured resource

Valua Partners LBO Model

Build a private equity LBO model using flexible financing/debt inputs and supporting schedules. It’s plug-and-play: enter your own numbers (or formulas) and the outputs will auto-populate. The template also includes all three financial statements, a discounted cash flow (DCF) analysis, and a sensitivity analysis.

  • For Canadian Estates & Trusts

Financial Modeling Fundamentals

A guide to building finance-grade models with clean inputs, defensible assumptions, and stakeholder-ready outputs, including how the three statements connect and how to structure models that hold up in diligence.

  • For Canadian Estates & Trusts

Business Valuation Guide

Download our walkthrough of how to prepare for a valuation, what information matters most, and how professionals triangulate value using income, market, and asset-based approaches.

  • For Canadian Estates & Trusts

T3 Estate Return Checklist

Use this checklist to gather documents before we prepare your T3 Trust Income Tax and Information Return. If you’re unsure about an item, include what you have, we’ll confirm what’s required.