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Financial Modeling

A financial model is the heart of any successful investment or development project. As deals have reached increasing levels of complexity, they require a level of analysis that is more precise and accurate than the "back of the envelope" approach of yesteryear.

Many of our clients turn to us for their modeling needs. We work closely with them throughout the acquisition and development process to ensure a project's success. Unlike a software vendor, we are platform neutral and tailor the solution to the client instead of the other way around. The models that we deliver to our clients are not "canned"; they are unlocked, reusable, and may be modified by the client at their discretion.

We have worked on a wide range of projects that vary in both size and complexity from a single acquisition to complex mixed-use multi-phase developments.

Regardless of deal size, our key objective is always to build highly functional and automated models that may be controlled from a clearly defined set of input assumptions.

We can also review, audit, and analyze a client’s existing financial models for inaccuracies and inefficiencies.  We can then optimize the client's model to make it run faster, implement new functionality, and make it a more powerful analytical tool.

 

 

Excel Keyboard Shortcuts

This list gives you a glance of (nearly) all shortcut combinations in Excel. Please take the time to read it. I'm sure you'll find many of them useful.

Shortcut keyActionMenu equivalent commentsversion
Ctrl+ASelect AllNoneAll
Ctrl+BBoldFormat, Cells, Font, Font Style, BoldAll
Ctrl+CCopyEdit, CopyAll
Ctrl+DFill DownEdit, Fill, DownAll
Ctrl+FFindEdit, FindAll
Ctrl+GGotoEdit, GotoAll
Ctrl+HReplaceEdit, ReplaceAll
Ctrl+IItalicFormat, Cells, Font, Font Style, ItalicAll
Ctrl+KInsert HyperlinkInsert, HyperlinkExcel 97/2000 +
Ctrl+NNew WorkbookFile, NewAll
Ctrl+OOpenFile, OpenAll
Ctrl+PPrintFile, PrintAll
Ctrl+RFill RightEdit, Fill RightAll
Ctrl+SSaveFile, SaveAll
Ctrl+UUnderlineFormat, Cells, Font, Underline, SingleAll
Ctrl+VPasteEdit, PasteAll
Ctrl WCloseFile, CloseExcel 97/2000 +
Ctrl+XCutEdit, CutAll
Ctrl+YRepeatEdit, RepeatAll
Ctrl+ZUndoEdit, UndoAll
F1HelpHelp, Contents and IndexAll
F2EditNoneAll
F3Paste NameInsert, Name, PasteAll
F4Repeat last actionEdit, Repeat. Works while not in Edit mode.All
F4While typing a formula, switch between absolute/relative refsNoneAll
F5GotoEdit, GotoAll
F6Next PaneNoneAll
F7Spell checkTools, SpellingAll
F8Extend modeNoneAll
F9Recalculate all workbooksTools, Options, Calculation, Calc NowAll
F10Activate MenubarN/AAll
F11New ChartInsert, ChartAll
F12Save AsFile, Save AsAll
Ctrl+:Insert Current TimeNoneAll
Ctrl+;Insert Current DateNoneAll
Ctrl+"Copy Value from Cell AboveEdit, Paste Special, ValueAll
Ctrl+’Copy Formula from Cell AboveEdit, CopyAll
ShiftHold down shift for additional functions in Excel’s menunoneExcel 97/2000 +
Shift+F1What’s This?Help, What’s This?All
Shift+F2Edit cell commentInsert, Edit CommentsAll
Shift+F3Paste function into formulaInsert, FunctionAll
Shift+F4Find NextEdit, Find, Find NextAll
Shift+F5FindEdit, Find, Find NextAll
Shift+F6Previous PaneNoneAll
Shift+F8Add to selectionNoneAll
Shift+F9Calculate active worksheetTools, Options, Calculation, Calc SheetAll
Ctrl+Alt+F9Calculate all worksheets in all open workbooks, regardless of whether they have changed since the last calculation.NoneExcel 97/2000 +
Ctrl+Alt+Shift+F9Rechecks dependent formulas and then calculates all cells in all open workbooks, including cells not marked as needing to be calculated.NoneExcel 97/2000 +
Shift+F10Display shortcut menuNoneAll
Shift+F11New worksheetInsert, WorksheetAll
Shift+F12SaveFile, SaveAll
Ctrl+F3Define nameInsert, Names, DefineAll
Ctrl+F4CloseFile, CloseAll
Ctrl+F5XL, Restore window sizeRestoreAll
Ctrl+F6Next workbook windowWindow, ...All
Shift+Ctrl+F6Previous workbook windowWindow, ...All
Ctrl+F7Move windowXL, MoveAll
Ctrl+F8Resize windowXL, SizeAll
Ctrl+F9Minimize workbookXL, MinimizeAll
Ctrl+F10Maximize or restore windowXL, MaximizeAll
Ctrl+F11Inset 4.0 Macro sheetNone in Excel 97. In versions prior to 97 - Insert, Macro, 4.0 MacroAll
Ctrl+F12File OpenFile, OpenAll
Alt+F1Insert ChartInsert, Chart...All
Alt+F2Save AsFile, Save AsAll
Alt+F4ExitFile, ExitAll
Alt+F8Macro dialog boxTools, Macro, Macros in Excel 97 Tools,Macros - in earlier versionsExcel 97/2000 +
Alt+F11Visual Basic EditorTools, Macro, Visual Basic EditorExcel 97/2000 +
Ctrl+Shift+F3Create name by using names of row and column labelsInsert, Name, CreateAll
Ctrl+Shift+F6Previous WindowWindow, ...All
Ctrl+Shift+F12PrintFile, PrintAll
Alt+Shift+F1New worksheetInsert, WorksheetAll
Alt+Shift+F2SaveFile, SaveAll
Alt+=AutoSumNo direct equivalentAll
Ctrl+`Toggle Value/Formula displayTools, Options, View, FormulasAll
Ctrl+Shift+AInsert argument names into formulaNo direct equivalentAll
Alt+Down arrowDisplay AutoComplete listNoneExcel 95
Alt+’Format Style dialog boxFormat, StyleAll
Ctrl+Shift+~General formatFormat, Cells, Number, Category, GeneralAll
Ctrl+Shift+!Comma formatFormat, Cells, Number, Category, NumberAll
Ctrl+Shift+@Time formatFormat, Cells, Number, Category, TimeAll
Ctrl+Shift+#Date formatFormat, Cells, Number, Category, DateAll
Ctrl+Shift+$Currency formatFormat, Cells, Number, Category, CurrencyAll
Ctrl+Shift+%Percent formatFormat, Cells, Number, Category, PercentageAll
Ctrl+Shift+^Exponential formatFormat, Cells, Number, Category,All
Ctrl+Shift+&Place outline border around selected cellsFormat, Cells, BorderAll
Ctrl+Shift+_Remove outline borderFormat, Cells, BorderAll
Ctrl+Shift+*Select current regionEdit, Goto, Special, Current RegionAll
Ctrl++InsertInsert, (Rows, Columns, or Cells) Depends on selectionAll
Ctrl+-DeleteDelete, (Rows, Columns, or Cells) Depends on selectionAll
Ctrl+1Format cells dialog boxFormat, CellsAll
Ctrl+2BoldFormat, Cells, Font, Font Style, BoldAll
Ctrl+3ItalicFormat, Cells, Font, Font Style, ItalicAll