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 key | Action | Menu equivalent comments | version |
|---|---|---|---|
| Ctrl+A | Select All | None | All |
| Ctrl+B | Bold | Format, Cells, Font, Font Style, Bold | All |
| Ctrl+C | Copy | Edit, Copy | All |
| Ctrl+D | Fill Down | Edit, Fill, Down | All |
| Ctrl+F | Find | Edit, Find | All |
| Ctrl+G | Goto | Edit, Goto | All |
| Ctrl+H | Replace | Edit, Replace | All |
| Ctrl+I | Italic | Format, Cells, Font, Font Style, Italic | All |
| Ctrl+K | Insert Hyperlink | Insert, Hyperlink | Excel 97/2000 + |
| Ctrl+N | New Workbook | File, New | All |
| Ctrl+O | Open | File, Open | All |
| Ctrl+P | File, Print | All | |
| Ctrl+R | Fill Right | Edit, Fill Right | All |
| Ctrl+S | Save | File, Save | All |
| Ctrl+U | Underline | Format, Cells, Font, Underline, Single | All |
| Ctrl+V | Paste | Edit, Paste | All |
| Ctrl W | Close | File, Close | Excel 97/2000 + |
| Ctrl+X | Cut | Edit, Cut | All |
| Ctrl+Y | Repeat | Edit, Repeat | All |
| Ctrl+Z | Undo | Edit, Undo | All |
| F1 | Help | Help, Contents and Index | All |
| F2 | Edit | None | All |
| F3 | Paste Name | Insert, Name, Paste | All |
| F4 | Repeat last action | Edit, Repeat. Works while not in Edit mode. | All |
| F4 | While typing a formula, switch between absolute/relative refs | None | All |
| F5 | Goto | Edit, Goto | All |
| F6 | Next Pane | None | All |
| F7 | Spell check | Tools, Spelling | All |
| F8 | Extend mode | None | All |
| F9 | Recalculate all workbooks | Tools, Options, Calculation, Calc Now | All |
| F10 | Activate Menubar | N/A | All |
| F11 | New Chart | Insert, Chart | All |
| F12 | Save As | File, Save As | All |
| Ctrl+: | Insert Current Time | None | All |
| Ctrl+; | Insert Current Date | None | All |
| Ctrl+" | Copy Value from Cell Above | Edit, Paste Special, Value | All |
| Ctrl+’ | Copy Formula from Cell Above | Edit, Copy | All |
| Shift | Hold down shift for additional functions in Excel’s menu | none | Excel 97/2000 + |
| Shift+F1 | What’s This? | Help, What’s This? | All |
| Shift+F2 | Edit cell comment | Insert, Edit Comments | All |
| Shift+F3 | Paste function into formula | Insert, Function | All |
| Shift+F4 | Find Next | Edit, Find, Find Next | All |
| Shift+F5 | Find | Edit, Find, Find Next | All |
| Shift+F6 | Previous Pane | None | All |
| Shift+F8 | Add to selection | None | All |
| Shift+F9 | Calculate active worksheet | Tools, Options, Calculation, Calc Sheet | All |
| Ctrl+Alt+F9 | Calculate all worksheets in all open workbooks, regardless of whether they have changed since the last calculation. | None | Excel 97/2000 + |
| Ctrl+Alt+Shift+F9 | Rechecks dependent formulas and then calculates all cells in all open workbooks, including cells not marked as needing to be calculated. | None | Excel 97/2000 + |
| Shift+F10 | Display shortcut menu | None | All |
| Shift+F11 | New worksheet | Insert, Worksheet | All |
| Shift+F12 | Save | File, Save | All |
| Ctrl+F3 | Define name | Insert, Names, Define | All |
| Ctrl+F4 | Close | File, Close | All |
| Ctrl+F5 | XL, Restore window size | Restore | All |
| Ctrl+F6 | Next workbook window | Window, ... | All |
| Shift+Ctrl+F6 | Previous workbook window | Window, ... | All |
| Ctrl+F7 | Move window | XL, Move | All |
| Ctrl+F8 | Resize window | XL, Size | All |
| Ctrl+F9 | Minimize workbook | XL, Minimize | All |
| Ctrl+F10 | Maximize or restore window | XL, Maximize | All |
| Ctrl+F11 | Inset 4.0 Macro sheet | None in Excel 97. In versions prior to 97 - Insert, Macro, 4.0 Macro | All |
| Ctrl+F12 | File Open | File, Open | All |
| Alt+F1 | Insert Chart | Insert, Chart... | All |
| Alt+F2 | Save As | File, Save As | All |
| Alt+F4 | Exit | File, Exit | All |
| Alt+F8 | Macro dialog box | Tools, Macro, Macros in Excel 97 Tools,Macros - in earlier versions | Excel 97/2000 + |
| Alt+F11 | Visual Basic Editor | Tools, Macro, Visual Basic Editor | Excel 97/2000 + |
| Ctrl+Shift+F3 | Create name by using names of row and column labels | Insert, Name, Create | All |
| Ctrl+Shift+F6 | Previous Window | Window, ... | All |
| Ctrl+Shift+F12 | File, Print | All | |
| Alt+Shift+F1 | New worksheet | Insert, Worksheet | All |
| Alt+Shift+F2 | Save | File, Save | All |
| Alt+= | AutoSum | No direct equivalent | All |
| Ctrl+` | Toggle Value/Formula display | Tools, Options, View, Formulas | All |
| Ctrl+Shift+A | Insert argument names into formula | No direct equivalent | All |
| Alt+Down arrow | Display AutoComplete list | None | Excel 95 |
| Alt+’ | Format Style dialog box | Format, Style | All |
| Ctrl+Shift+~ | General format | Format, Cells, Number, Category, General | All |
| Ctrl+Shift+! | Comma format | Format, Cells, Number, Category, Number | All |
| Ctrl+Shift+@ | Time format | Format, Cells, Number, Category, Time | All |
| Ctrl+Shift+# | Date format | Format, Cells, Number, Category, Date | All |
| Ctrl+Shift+$ | Currency format | Format, Cells, Number, Category, Currency | All |
| Ctrl+Shift+% | Percent format | Format, Cells, Number, Category, Percentage | All |
| Ctrl+Shift+^ | Exponential format | Format, Cells, Number, Category, | All |
| Ctrl+Shift+& | Place outline border around selected cells | Format, Cells, Border | All |
| Ctrl+Shift+_ | Remove outline border | Format, Cells, Border | All |
| Ctrl+Shift+* | Select current region | Edit, Goto, Special, Current Region | All |
| Ctrl++ | Insert | Insert, (Rows, Columns, or Cells) Depends on selection | All |
| Ctrl+- | Delete | Delete, (Rows, Columns, or Cells) Depends on selection | All |
| Ctrl+1 | Format cells dialog box | Format, Cells | All |
| Ctrl+2 | Bold | Format, Cells, Font, Font Style, Bold | All |
| Ctrl+3 | Italic | Format, Cells, Font, Font Style, Italic | All |
