Products

The worksheets below can be downloaded for use free of charge. Descriptions are listed on our Interim Controller Toolkit page here.

Technical support is available for all worksheets and models by calling or texting Ron Johnson at 916-524-3999.

Financial Templates in Microsoft Excel formats:

• Operations/Financial Plan (ver 5.0) (referenced in the Principles for a successful Start-up Company book)

• Equity and Milestone plan (referenced in the Principles for a Successful Start-up Company book)

• Short Operations Plan Financial Model

• Depreciation Schedule

• Technology Valuation Model

• Biotechnology Valuation Model

• Deferred Revenue Schedule

• Stock Distribution and Valuation Worksheet

• IPO Checklist

• Insurance Checklist

• Acquisition Strategy Document