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Basic plan
Updated over a week ago

The Basic Plan gives you control over all valuation-relevant line items, but doesn't require a full Balance Sheet or Cash Flow statement.

As a result, it offers the most efficient approach for projections, but it doesn't constitute a comprehensive, integrated 3-statement model. The Basic Plan supports all valuation methods which include:

Income Statement

  • Net Sales

  • Other operating expenses


  • Depreciation & Amortisation (D&A)

  • EBIT (Operating income)

  • Interest income

  • Interest expense

  • EBT

  • Tax


Cashflow Statement

  • Capex

  • Dividends paid

Balance Sheet

  • Cash & cash equivalents

  • Accounts receivable

  • Inventories

  • Fixed assets

  • Accounts payable

  • Debt

  • Book equity

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