Financial Calculators


Tools for Smarter Investment Decisions

When it comes to your company’s money and growth, making intelligent investments is critical. The financial calculators below provide valuable insights and analysis to help you make the best investment decisions possible.

These user-friendly calculators make complicated financial analysis simple for all business owners and entrepreneurs regardless of your financial background or knowledge. Whether you need to understand your WACC, evaluate multiple investment options with NPV and IRR analysis, understand how financing options may impact your cash flows, or understand the break-even point on a new product line, these tools provide a structured framework to assess the financial viability of your decisions. The accompanying charts and tables allow you to assess multiple scenarios and confidently choose the next steps for your business.

Our beta calculator provides business owners and entrepreneurs with an easy way to understand their company’s beta. Beta is a measure of volatility that compares the movement of an individual asset or an entire portfolio against a market benchmark, such as the S&P 500.

Understanding the beta for your company can help with optimizing your company’s risk profile for potential investors, compare your company’s risk to other companies in the same industry, and communicate and negotiate more effectively when attempting to secure additional financing.


Our Break-Even calculator provides business owners and entrepreneurs with an easy-to-use tool that gives a clear output, highlighting the point at which a product, project, or business operation becomes financially self-sustaining. This critical insight is invaluable for setting realistic sales targets, pricing strategies, and revenue forecasts.

Understanding break-even requirements reduces financial risk and enhances competitiveness in the market. Use this tool to assess the impact of pricing changes, cost reductions, or sales strategies to make data-driven decisions that optimize profitability, drive growth, and enhance overall financial health.

Our Internal Rate of Return (IRR) calculator allows the assessment of whether a project is expected to generate returns that surpass your company's cost of capital. This tool enables you to filter through investment opportunities and prioritize those that align with your financial objectives, ensuring optimal allocation of resources.

By considering the time it takes for investments to break even (payback period), companies can align their budgeting and financial planning more effectively. In essence, this IRR calculator serves as a compass, guiding businesses toward investment decisions that can enhance profitability, optimize resource allocation, and drive sustainable growth.

Our Loan Amortization calculator provides a comprehensive understanding of debt service obligations tied to a potential loan. This invaluable insight enables your company to effectively forecast cash flow, ensuring necessary funding to meet loan obligations. The associated chart allows you to visualize the distribution of payments between principal and interest, aiding in financial planning and budget allocation.

Examining the impact of different loan terms or interest rates allows you to assess the feasibility of loan refinancing or restructuring, identify opportunities to reduce interest paid over the life of the loan, or accelerate loan repayment, ultimately saving money. This valuable tool can help your company evaluate the affordability of new loans to gauge whether taking on additional debt aligns with your financial goals.

Our Net Present Value (NPV) calculator is a powerful tool for assessing the financial viability of potential projects or investments. It takes into account the expected cash flows, the initial investment outlay, and the discount rate, helping you gauge whether an opportunity is likely to deliver returns that exceed your company's cost of capital, making it a financially sound choice.

Whether it's for budget allocation, assessing project profitability, or evaluating long-term strategic decisions, our NPV calculator serves as a vital tool to help you make decisions that not only enhance profitability but also foster sustainable growth.

Our Weighted Average Cost of Capital (WACC) calculator is designed to be user-friendly and efficient, making it accessible to business owners who may not have a deep financial background. It simplifies the complex calculation of WACC, providing you with a clear picture of your cost of capital, and enabling you to make more informed, strategic business decisions that contribute to long-term, sustainable growth.

Use this calculator to help you with investment decisions, strategic planning, risk assessment, performance measurement of growth initiatives, negotiation with lenders and investors, and budgeting and forecasting for your business.

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