3-Period Balance Sheet Template for Open Office Calc

The Balance Sheet Template for Open Office is an Open Office template (Calc) for practitioners who wish to perform their own valuation and analysis but don't wish to invest the significant time necessary to create the financial statements.

It is designed to accommodate three periods of data, which can be entered from a firm's 10-K or 10-Q report (10-K and 10-Q reports are publicly available reports detailing a company's financial position). The spreadsheet comes pre-configured to accept the most popular asset and liability categories, and is easily expandable by anyone with a basic knowledge of Open Office Calc.

A common-size balance sheet is automatically calculated based on the input from the 10-K and 10-Q reports. (Common-size balance sheets are used to show the percentage of total assets and liabilities represented by each item in the balance sheet.)

Date and number fields may be re-formatted by the user (using Open Office Calc's built-in formatting capabilities) to accommodate non-US conventions.

The Balance Sheet Template for Open Office is an excellent tool to use as a basis for business valuation.

This Open Office template was developed by a CFA charterholder.