FDD templates, inserted from the ribbon
Formula-driven schedules for financial due diligence. Each page explains how the schedule works; inside ZAF Tools you insert it into your workbook with one click from Template Library.
EV to Equity Bridge
Reconciles headline enterprise value to the cash payable to the seller for the equity: net debt, debt-like items, the working capital adjustment against the peg, and locked-box leakage.
Net Debt and Debt-like Items
Builds the net debt figure that flows into the EV-to-equity bridge: cash, borrowings, leases and the debt-like items buyers and sellers argue about.
EBITDA Normalisation Bridge (QoE)
Reported EBITDA adjusted to a maintainable, run-rate basis for pricing, with each adjustment categorised and evidenced.
Price-Volume-Mix Analysis
Decomposes the revenue variance between two periods into price, volume, mix and interaction effects, by product.
Price-Volume-Mix Analysis (3-Year Trend)
Price, volume, mix and interaction effects across three consecutive periods, with a chained three-period revenue bridge.
AR Ageing Schedule
Accounts receivable ageing with Not due, 0-30, 31-60, 61-90 and over 90 day buckets.
AP Ageing Schedule
Accounts payable ageing with Not due, 0-30, 31-60, 61-90 and over 90 day buckets.
FDD guides and checklists
EBITDA bridge Excel template
A period-to-period EBITDA bridge with revenue, COGS and opex drivers, a waterfall chart built on native Excel charting, and a variance check against the P&L.
Quality of Earnings adjustments template
The schedule at the heart of every QoE report: reported EBITDA, management adjustments, diligence adjustments and adjusted EBITDA by period, driven by an adjustments log with category, evidence and status columns.
Financial due diligence checklist
The information request list and workplan used on a mid-market buy-side FDD, organised by area with owner, status and reference columns so it doubles as a tracker.
Management questions bank for FDD
Questions asked on real engagements, grouped by area, with a column for the schedule that usually prompts them.
Trial balance mapping template
A three-sheet template: raw TB in, hierarchy codes, and a check sheet that flags unmapped accounts and confirms the mapped total equals the TB total.
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