001 Apr 21, 2019 How to Use This Website

Each topic starts with the same introduction: a short instructional video providing direction for how best to use this website. The work sheet download, however, changes for each introductory video and provides notes relevant to each of the videos that follow in the series.

Download Notes: ASimpleModel.com Manual
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002 Aug 09, 2014 Overview of the Process

This video runs slightly longer than 4 minutes and briefly describes the process of building an integrated financial statement model. It is an easier process to grasp if thought of as a series of steps. Knowing the steps will also provide the benefit of measuring your progress as you watch the longer instructional video and build your own model.

Download Notes: How to Integrate Financial Statements (An Overview)
Download Model: Three-Statement Template Used in Video
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003 May 12, 2017 Three Statement Model Part I

This is the first instructional video in the “Integrating Financial Statements” series. The video will guide you through the process of using two years of historical income statement data and balance sheet data to build a fully integrated model. In my opinion this is the most important thing to understand if you want to build a strong model building skill-set.

Download Notes: Integrating Financial Statements
Download Model: Integrated Financial Statement Model (Step by Step)
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004 May 12, 2017 Three Statement Model Part II

This is a continuation of the previous video. Whereas the first video focused on historical data, the income statement and the balance sheet, in this video we will focus on the cash flow statement and supporting schedules.

Download Model: Integrated Financial Statement Model (Step by Step)
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005 Oct 16, 2013 Broken Models & Circular References

Circular references are frequently responsible for crashing financial models. This video will explain how they work, and how to fix your model by focusing on the most common circular reference error found in financial models: the interest expense circularity.

Download Notes: Broken Models and Circular References
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006 Nov 05, 2016 Balancing the Model

Balancing a financial model can be a frustrating experience. This video will walk through the most common errors made, and how to fix them quickly.

Get Started » 007 Mar 10, 2016 Exercise: Building the Model

This video introduces a model building exercise. The concept was introduced by a professor at a nearby university who uses ASM to introduce students in his Corporate Finance class to financial models. What follows is a variation of his assignment. It will challenge you to build a model on your own, and think through the variables as you do. (Template available for download.)

Get Started » 008 May 20, 2017 Three Statement Model: Scenarios

In this video we will revisit the three statement model, and begin incorporating additional flexibility with new inputs and scenario options.

Get Started » 009 Nov 06, 2015 PP&E Schedule

This video introduces a more advanced Property Plant & Equipment supporting schedule, which is important as your models increase in complexity. The video also focuses on how to efficiently delete an old supporting schedule and integrate a new one.

Download Model: PP&E Schedule Update
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010 Jun 02, 2017 PP&E Schedule Options

In this video we will explore several different options for PP&E schedules. The video also touches on several new topics including the Half-Year Convention and an accelerated depreciation method known as the Sum of the Years' Digits. (notes pending)

Download Notes: PP&E Schedule Considerations
Download Model: PP&E Schedule Options
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011 Jun 18, 2017 Dividends in a Financial Model

This video explains how to update a three statement model to include cash dividends. Two examples are provided. (notes pending)

Download Notes: Cash Dividends in a Financial Model
Download Model: Cash Dividends in a Financial Model
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012 Aug 18, 2015 Projecting Stockholders' Equity

This video is focused on projecting stockholders' equity for the Home Depot (NYSE: HD). The content is primarily concerned with the mechanics, but there will be a follow up video that explains vocabulary and concepts in greater detail.

Download Notes: Projecting Stockholders' Equity (NYSE: HD)
Download Model: Projecting Stockholders' Equity (NYSE: HD)
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013 Jun 15, 2018 Flow Through Questions

In this video we explore how an increase in depreciation expense impacts the three financial statements. The notes will explore this same question for a variety of additional topics.

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