A Simple Model
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Integrating Financial
Statements
NOTES TO
ACCOMPANY
VIDEOS
These notes are intended to supplement the videos on ASimpleModel.com. They are not to be used
as stand
‐
alone study aids, and are not written as comprehensive overviews of the topic detailed. The
purpose of these notes is to provide a tangible collection of the visuals used in the videos with
comments highlighting the more important aspects covered.
A Simple Model
002
Overview of the Process
Integrating Financial Statements
The objective of the first video in this series is to explain and briefly walk through the
process of building a fully integrated financial statement model.
Initially a brief outline is provided detailing the sequence in which this model will be
built:
Overview of Building an Integrated Financial Statement Model
1.
Input Historical Data
2.
Project Financial Statements
I.
Income Statement
II.
Balance Sheet
III.
Cash Flow Statement
3.
Build the Supporting Schedules
I.
Debt Schedule
II.
PP&E Schedule
Keeping this sequence in mind as you build the model provides a good reference for
progress made.
