{"id":1221,"date":"2026-06-14T17:52:34","date_gmt":"2026-06-14T17:52:34","guid":{"rendered":"https:\/\/artfishcreative.com\/ma-toolkit\/templates-resources\/financial-analysis-tools\/"},"modified":"2026-07-10T13:57:02","modified_gmt":"2026-07-10T13:57:02","slug":"financial-analysis-tools","status":"publish","type":"page","link":"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/templates-resources\/financial-analysis-tools\/","title":{"rendered":"Financial Analysis Tools"},"content":{"rendered":"[vc_row][vc_column][vc_column_text]\t\t<div class=\"ma-rescat-sc\">\n\t\t\t<section class=\"ma-res-hero\">\n\t\t\t\t<span class=\"ma-rescat-eyebrow\"><span class=\"ma-rescat-eyebrow__dot\" aria-hidden=\"true\"><\/span>Financial Analysis Tools<\/span>\n\t\t\t\t<h1 class=\"ma-res-hero__title\">Financial Analysis Tools<\/h1>\n\t\t\t<\/section>\n\t\t\t\t\t\t\t<div class=\"ma-rescat-panel\">\n\t\t\t\t\t\t\t\t\t\t\t<section class=\"ma-rescat-grp\"><h2 class=\"ma-rescat-grp__head\"><img decoding=\"async\" class=\"ma-rescat-grp__icon\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/06\/ma-icon-templates-quality_of_earnings_qoe.svg\" alt=\"\" aria-hidden=\"true\" loading=\"lazy\" \/><span class=\"ma-rescat-grp__t\">Quality of Earnings (QoE)<\/span><\/h2><div class=\"ma-rgrid\">\t\t\t<article class=\"ma-rcard\">\n\t\t\t\t<span class=\"ma-tier ma-tier--free\">Free Access<\/span>\t\t\t\t<div class=\"ma-rcard__logowrap\"><img decoding=\"async\" width=\"385\" height=\"72\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-ampleo.svg\" class=\"ma-rcard__logo\" alt=\"Ampleo Sample QoE Report\" loading=\"lazy\" \/><\/div>\t\t\t\t<h3 class=\"ma-rcard__name\">Ampleo Sample QoE Report<\/h3>\n\t\t\t\t<p class=\"ma-rcard__desc\">Example QoE report showing structure, EBITDA bridges, working capital, and proof-of-cash analyses.<\/p>\t\t\t\t<a class=\"ma-rcard__access\" href=\"https:\/\/ampleo.com\/insights\/guide\/sample-quality-of-earnings-report\/\" target=\"_blank\" rel=\"noopener nofollow\"><span class=\"ma-rcard__access-t\">Access resource<\/span><span class=\"ma-rcard__arrow\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\" fill=\"none\" focusable=\"false\"><path d=\"M4 12h16M14 6l6 6-6 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><\/span><\/a>\t\t\t<\/article>\n\t\t\t\t\t\t<article class=\"ma-rcard\">\n\t\t\t\t<span class=\"ma-tier ma-tier--free\">Free Access<\/span>\t\t\t\t<div class=\"ma-rcard__logowrap\"><img decoding=\"async\" width=\"300\" height=\"115\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/06\/ma-logo-aspen-300x115.png\" class=\"ma-rcard__logo\" alt=\"Anders QoE Guide\" loading=\"lazy\" srcset=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/06\/ma-logo-aspen-300x115.png 300w, https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/06\/ma-logo-aspen.png 322w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/div>\t\t\t\t<h3 class=\"ma-rcard__name\">Anders QoE Guide<\/h3>\n\t\t\t\t<p class=\"ma-rcard__desc\">Practical CPA-firm guide explaining what&#039;s analyzed in a QoE and how it differs from an audit.<\/p>\t\t\t\t<a class=\"ma-rcard__access\" href=\"https:\/\/anderscpa.com\/learn\/blog\/quality-of-earnings-report-analysis-due-diligence-guide\/\" target=\"_blank\" rel=\"noopener nofollow\"><span class=\"ma-rcard__access-t\">Access resource<\/span><span class=\"ma-rcard__arrow\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\" fill=\"none\" focusable=\"false\"><path d=\"M4 12h16M14 6l6 6-6 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><\/span><\/a>\t\t\t<\/article>\n\t\t\t\t\t\t<article class=\"ma-rcard\">\n\t\t\t\t<span class=\"ma-tier ma-tier--free\">Free Access<\/span>\t\t\t\t<div class=\"ma-rcard__logowrap\"><img decoding=\"async\" width=\"98\" height=\"19\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-embark.svg\" class=\"ma-rcard__logo\" alt=\"Embark QoE Template &#038; Best Practices\" loading=\"lazy\" \/><\/div>\t\t\t\t<h3 class=\"ma-rcard__name\">Embark QoE Template &#038; Best Practices<\/h3>\n\t\t\t\t<p class=\"ma-rcard__desc\">Excel-based QoE starter template along with practical guidance on what to include.<\/p>\t\t\t\t<a class=\"ma-rcard__access\" href=\"https:\/\/blog.embarkwithus.com\/quality-of-earnings-template-best-practices-needed-for-mas-other-transactions\" target=\"_blank\" rel=\"noopener nofollow\"><span class=\"ma-rcard__access-t\">Access resource<\/span><span class=\"ma-rcard__arrow\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\" fill=\"none\" focusable=\"false\"><path d=\"M4 12h16M14 6l6 6-6 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><\/span><\/a>\t\t\t<\/article>\n\t\t\t\t\t\t<article class=\"ma-rcard\">\n\t\t\t\t<span class=\"ma-tier ma-tier--free\">Free Access<\/span>\t\t\t\t<div class=\"ma-rcard__logowrap\"><img decoding=\"async\" width=\"300\" height=\"116\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-guardian-dd-300x116.png\" class=\"ma-rcard__logo\" alt=\"Guardian Due Diligence Sample QoE\" loading=\"lazy\" srcset=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-guardian-dd-300x116.png 300w, https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-guardian-dd.png 500w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/div>\t\t\t\t<h3 class=\"ma-rcard__name\">Guardian Due Diligence Sample QoE<\/h3>\n\t\t\t\t<p class=\"ma-rcard__desc\">Downloadable sample QoE report illustrating the depth of analysis a buyer should expect.<\/p>\t\t\t\t<a class=\"ma-rcard__access\" href=\"https:\/\/www.guardianduediligence.com\/downloads\/quality-of-earnings-report\" target=\"_blank\" rel=\"noopener nofollow\"><span class=\"ma-rcard__access-t\">Access resource<\/span><span class=\"ma-rcard__arrow\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\" fill=\"none\" focusable=\"false\"><path d=\"M4 12h16M14 6l6 6-6 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><\/span><\/a>\t\t\t<\/article>\n\t\t\t<\/div><\/section>\n\t\t\t\t\t\t\t\t\t\t\t<section class=\"ma-rescat-grp\"><h2 class=\"ma-rescat-grp__head\"><img decoding=\"async\" class=\"ma-rescat-grp__icon\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/06\/ma-icon-templates-working_capital_closing_balance_sheet.svg\" alt=\"\" aria-hidden=\"true\" loading=\"lazy\" \/><span class=\"ma-rescat-grp__t\">Working Capital \/ Closing Balance Sheet<\/span><\/h2><div class=\"ma-rgrid\">\t\t\t<article class=\"ma-rcard\">\n\t\t\t\t<span class=\"ma-tier ma-tier--free\">Free Access<\/span>\t\t\t\t<div class=\"ma-rcard__logowrap\"><img decoding=\"async\" width=\"300\" height=\"136\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-breaking-into-wall-street-300x136.png\" class=\"ma-rcard__logo\" alt=\"Breaking Into Wall Street \u2013 WC Adjustment\" loading=\"lazy\" srcset=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-breaking-into-wall-street-300x136.png 300w, https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-breaking-into-wall-street.png 600w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/div>\t\t\t\t<h3 class=\"ma-rcard__name\">Breaking Into Wall Street \u2013 WC Adjustment<\/h3>\n\t\t\t\t<p class=\"ma-rcard__desc\">Walkthrough of how working capital adjustments work in M&amp;A and LBO transactions, with examples.<\/p>\t\t\t\t<a class=\"ma-rcard__access\" href=\"https:\/\/breakingintowallstreet.com\/kb\/leveraged-buyouts-and-lbo-models\/working-capital-adjustment\/\" target=\"_blank\" rel=\"noopener nofollow\"><span class=\"ma-rcard__access-t\">Access resource<\/span><span class=\"ma-rcard__arrow\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\" fill=\"none\" focusable=\"false\"><path d=\"M4 12h16M14 6l6 6-6 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><\/span><\/a>\t\t\t<\/article>\n\t\t\t\t\t\t<article class=\"ma-rcard\">\n\t\t\t\t<span class=\"ma-tier ma-tier--free\">Free Access<\/span>\t\t\t\t<div class=\"ma-rcard__logowrap\"><img decoding=\"async\" width=\"190\" height=\"48\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/06\/ma-logo-financial-edge.svg\" class=\"ma-rcard__logo\" alt=\"Financial Edge Working Capital Template\" loading=\"lazy\" \/><\/div>\t\t\t\t<h3 class=\"ma-rcard__name\">Financial Edge Working Capital Template<\/h3>\n\t\t\t\t<p class=\"ma-rcard__desc\">Clean Excel starter template for net working capital analysis and trend modeling.<\/p>\t\t\t\t<a class=\"ma-rcard__access\" href=\"https:\/\/www.fe.training\/free-resources\/templates\/working-capital-template\/\" target=\"_blank\" rel=\"noopener nofollow\"><span class=\"ma-rcard__access-t\">Access resource<\/span><span class=\"ma-rcard__arrow\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\" fill=\"none\" focusable=\"false\"><path d=\"M4 12h16M14 6l6 6-6 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><\/span><\/a>\t\t\t<\/article>\n\t\t\t\t\t\t<article class=\"ma-rcard\">\n\t\t\t\t<span class=\"ma-tier ma-tier--free\">Free Access<\/span>\t\t\t\t<div class=\"ma-rcard__logowrap\"><img decoding=\"async\" width=\"300\" height=\"127\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-fm-magazine-300x127.png\" class=\"ma-rcard__logo\" alt=\"FM Magazine \u2013 Modelling WC Adjustments in Excel\" loading=\"lazy\" srcset=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-fm-magazine-300x127.png 300w, https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-fm-magazine-1024x433.png 1024w, https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-fm-magazine-768x325.png 768w, https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-fm-magazine.png 1325w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/div>\t\t\t\t<h3 class=\"ma-rcard__name\">FM Magazine \u2013 Modelling WC Adjustments in Excel<\/h3>\n\t\t\t\t<p class=\"ma-rcard__desc\">Step-by-step guide to building a working capital adjustment calculation in Excel.<\/p>\t\t\t\t<a class=\"ma-rcard__access\" href=\"https:\/\/www.fm-magazine.com\/news\/2020\/apr\/model-working-capital-adjustments-in-excel\/\" target=\"_blank\" rel=\"noopener nofollow\"><span class=\"ma-rcard__access-t\">Access resource<\/span><span class=\"ma-rcard__arrow\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\" fill=\"none\" focusable=\"false\"><path d=\"M4 12h16M14 6l6 6-6 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><\/span><\/a>\t\t\t<\/article>\n\t\t\t\t\t\t<article class=\"ma-rcard\">\n\t\t\t\t<span class=\"ma-tier ma-tier--free\">Free Access<\/span>\t\t\t\t<div class=\"ma-rcard__logowrap\"><img decoding=\"async\" width=\"370\" height=\"50\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-valutico.svg\" class=\"ma-rcard__logo\" alt=\"Valutico WC Adjustment Definitive Guide\" loading=\"lazy\" \/><\/div>\t\t\t\t<h3 class=\"ma-rcard__name\">Valutico WC Adjustment Definitive Guide<\/h3>\n\t\t\t\t<p class=\"ma-rcard__desc\">Comprehensive explainer of NWC peg-setting, true-up mechanics, and common drafting issues.<\/p>\t\t\t\t<a class=\"ma-rcard__access\" href=\"https:\/\/valutico.com\/working-capital-adjustment-in-ma-a-definitive-guide\/\" target=\"_blank\" rel=\"noopener nofollow\"><span class=\"ma-rcard__access-t\">Access resource<\/span><span class=\"ma-rcard__arrow\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\" fill=\"none\" focusable=\"false\"><path d=\"M4 12h16M14 6l6 6-6 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><\/span><\/a>\t\t\t<\/article>\n\t\t\t<\/div><\/section>\n\t\t\t\t\t\t\t\t\t\t\t<section class=\"ma-rescat-grp\"><h2 class=\"ma-rescat-grp__head\"><img decoding=\"async\" class=\"ma-rescat-grp__icon\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/06\/ma-icon-templates-flow_of_funds.svg\" alt=\"\" aria-hidden=\"true\" loading=\"lazy\" \/><span class=\"ma-rescat-grp__t\">Flow of Funds<\/span><\/h2><div class=\"ma-rgrid\">\t\t\t<article class=\"ma-rcard\">\n\t\t\t\t<span class=\"ma-tier ma-tier--free\">Free Access<\/span>\t\t\t\t<div class=\"ma-rcard__logowrap\"><img decoding=\"async\" width=\"672\" height=\"377\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-continuum.svg\" class=\"ma-rcard__logo\" alt=\"Continuum Funds Flow Closing Memo (PDF)\" loading=\"lazy\" \/><\/div>\t\t\t\t<h3 class=\"ma-rcard__name\">Continuum Funds Flow Closing Memo (PDF)<\/h3>\n\t\t\t\t<p class=\"ma-rcard__desc\">Real-world example of an executed flow of funds closing memorandum, useful as a structural reference.<\/p>\t\t\t\t<a class=\"ma-rcard__access\" href=\"https:\/\/www.townofdavidson.org\/DocumentCenter\/View\/9772\/Continuum---Flow-of-Funds-Statement\" target=\"_blank\" rel=\"noopener nofollow\"><span class=\"ma-rcard__access-t\">Access resource<\/span><span class=\"ma-rcard__arrow\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\" fill=\"none\" focusable=\"false\"><path d=\"M4 12h16M14 6l6 6-6 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><\/span><\/a>\t\t\t<\/article>\n\t\t\t\t\t\t<article class=\"ma-rcard\">\n\t\t\t\t<span class=\"ma-tier ma-tier--free\">Free Access<\/span>\t\t\t\t<div class=\"ma-rcard__logowrap\"><img decoding=\"async\" width=\"165\" height=\"23\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/06\/ma-logo-dealroom.svg\" class=\"ma-rcard__logo\" alt=\"DealRoom Flow of Funds Template\" loading=\"lazy\" \/><\/div>\t\t\t\t<h3 class=\"ma-rcard__name\">DealRoom Flow of Funds Template<\/h3>\n\t\t\t\t<p class=\"ma-rcard__desc\">Free flow of funds Excel template with automated waterfalls and fee distributions for M&amp;A closings.<\/p>\t\t\t\t<a class=\"ma-rcard__access\" href=\"https:\/\/dealroom.net\/template\/flow-of-funds-template\" target=\"_blank\" rel=\"noopener nofollow\"><span class=\"ma-rcard__access-t\">Access resource<\/span><span class=\"ma-rcard__arrow\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\" fill=\"none\" focusable=\"false\"><path d=\"M4 12h16M14 6l6 6-6 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><\/span><\/a>\t\t\t<\/article>\n\t\t\t\t\t\t<article class=\"ma-rcard\">\n\t\t\t\t<span class=\"ma-tier ma-tier--paid\">Paid<\/span>\t\t\t\t<div class=\"ma-rcard__logowrap\"><img decoding=\"async\" width=\"1009\" height=\"225\" src=\"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-content\/uploads\/2026\/07\/ma-logo-lexis.svg\" class=\"ma-rcard__logo\" alt=\"Lexis Funds Flow Memorandum Glossary\" loading=\"lazy\" \/><\/div>\t\t\t\t<h3 class=\"ma-rcard__name\">Lexis Funds Flow Memorandum Glossary<\/h3>\n\t\t\t\t<p class=\"ma-rcard__desc\">Glossary explanation of the funds flow memorandum and its standard contents.<\/p>\t\t\t\t<a class=\"ma-rcard__access\" href=\"https:\/\/advance.lexis.com\/open\/document\/openwebdocview\/Funds-Flow-Memorandum-Banking-Finance-Glossary-\/\" target=\"_blank\" rel=\"noopener nofollow\"><span class=\"ma-rcard__access-t\">Access resource<\/span><span class=\"ma-rcard__arrow\" aria-hidden=\"true\"><svg viewBox=\"0 0 24 24\" fill=\"none\" focusable=\"false\"><path d=\"M4 12h16M14 6l6 6-6 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"\/><\/svg><\/span><\/a>\t\t\t<\/article>\n\t\t\t<\/div><\/section>\n\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t[\/vc_column_text][\/vc_column][\/vc_row]\n","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text][\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1219,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-ma-toolkit.php","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-1221","page","type-page","status-publish"],"acf":[],"_links":{"self":[{"href":"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-json\/wp\/v2\/pages\/1221","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-json\/wp\/v2\/comments?post=1221"}],"version-history":[{"count":2,"href":"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-json\/wp\/v2\/pages\/1221\/revisions"}],"predecessor-version":[{"id":1476,"href":"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-json\/wp\/v2\/pages\/1221\/revisions\/1476"}],"up":[{"embeddable":true,"href":"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-json\/wp\/v2\/pages\/1219"}],"wp:attachment":[{"href":"https:\/\/manufacturingafrica.org\/fundraisingtoolkit\/wp-json\/wp\/v2\/media?parent=1221"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}