Essentials of Valuation and Modeling 6-Course Bundle

Essentials of Valuation and Modeling 6-Course Bundle

Regular price $500.00

SAMPLE VIDEO

Learn the same skills taught in the multi-day live training programs delivered at the top investment banks, consulting firms, Fortune 500 companies, and top MBA programs

Our Essentials of Valuation and Modeling bundle combines six of our most popular finance courses. This online course will start from the basics of accounting and continue onto the advanced intricacies of valuation, modeling, M&A, and LBOs.

Click on the individual sections below to see more detail.

Financial Statement Analysis

KEY FEATURES

Using real world examples and case studies, this intensive online course is designed to explore financial statement analysis skills used by practitioners to understand financial statement analysis, analyze financials, and think about a company's performance.

  • Estimated time to complete is 10-15 hours

TOPICS COVERED

  • How to quickly and effectively read and interpret financial documentation
  • Perform a SWOT (Strengths, Weaknesses, Opportunities, and Threat) analysis
  • Understand the three core statements (Income Statement, Balance Sheet, and Cash Flow) from a practitioner's point of view
  • Learn how professionals use specialized metrics and techniques for analyzing performance
  • Discuss the cash conversion cycle and why it is so important
  • Understand and calculate activity, liquidity, leverage, and coverage ratios
  • We will utilize Reddy Ice (NYSE: FRZ) as a case study to discuss financial statement analysis, and do a self-paced exercise.

Corporate Valuation

KEY FEATURES

This intensive online course is designed to explore corporate valuation tools and skills used by practitioners for situations such as initial public offerings (IPO), general investing, leveraged buyouts (LBO), and mergers and acquisitions. Real world examples (e.g., Twitter's IPO) are used to enhance the experience.

  • Estimated time to complete is 10-15 hours

TOPICS COVERED

  • How a practitioner reads financial documentation
  • Public comparables (diluted shares, market value, enterprise value, normalizing financials, valuation multiples)
  • Acquisition comparables (deals screening, offer value, transaction value, valuation multiples)
  • Discounted cash flow (weighted average cost of capital or WACC, unlevered free cash flows, terminal value)
  • Merger consequences (funding a deal, pro forma EPS, accretion / dilution, pro forma credit statistics)
  • Leveraged buyout or LBO (factors driving success, sources of funding, internal rate of return or IRR, dividend recapitalization)
  • Inputting valuation ranges (presenting valuation to stakeholders, deal marketing examples)
  • Life cycle of transactions (IPO process, friendly and hostile M&A processes, M&A sell side process)
  • In addition, the course provides the following Excel models: Discounted cash flow model, Accretion / dilution M&A model, LBO IRR returns model, Football field / floating bar chart valuation model

EXCEL BEST PRACTICES

KEY FEATURES

This online course includes over 4 hours of instruction and Excel drills. The course is essential for anyone who will be required to use Excel, including but not limited to:

  • The financial services industry (investment banking, consulting, research, asset management, brokerage, sales & trading, insurance, private equity, venture capital, entrepreneurship and start-ups)
  • Corporate/strategic development or finance group of a corporation
  • Marketing, brand management or operations for a corporation or any position responsible for a product or divisional budget, projections and profit/loss statement
  • Enhancing their learning in finance and financial statement analysis classes
  • Non-finance roles, but interested in gaining a solid foundation in applied corporate finance
  • Optimized for PC based Excel

TOPICS COVERED

  • Basic Excel setup – macro security, iterations, calculations settings
  • Financial modeling essentials – appropriate color schemes, page setup, and customizing toolbars in Excel
  • Common shortcut keys and other efficiency tips
  • Understanding how to efficiently design historical inputs and forecast financial projections

Financial Modeling

KEY FEATURES

This intensive hands-on course teaches you how to build your own interactive financial model from “scratch” by blending accounting, finance, and Excel skills, and utilizing a step-by-step approach. Using real world examples and Excel models, this online course discusses theories, approaches and applications of financial modeling, while giving you the opportunity to construct a model of your own to apply the lessons learned.

  • Estimated time to complete is 10-15 hours
  • Optimized for PC based Excel
  • The Excel shortcuts in this course are not optimized for Mac versions of Excel, but this will not detract substantially from the course experience

TOPICS COVERED

  • Income statement, balance sheet and cash flow statement relationships
  • Working capital, depreciation and capital expenditure
  • Intangibles amortization schedule
  • Shareholders’ equity schedule with a share repurchase table
  • Debt and interest schedule with a "cash sweep"
  • Understanding and controlling circular references
  • Troubleshooting and strategies for balancing a model
  • Sensitivity analysis to match expected financial performance
  • How to build a quick discounted cash flow analysis (DCF)

Merger Modeling

KEY FEATURES

This online course is designed to develop merger modeling skills through M&A theory and the actual hands-on construction of an interactive merger model from “scratch”, by blending M&A accounting, corporate finance and Excel skills.

  • Estimated time to complete is 10-15 hours
  • Optimized for PC based Excel
  • The Excel shortcuts in this course are not optimized for Mac versions of Excel, but this will not detract substantially from the course experience

TOPICS COVERED

  • Overview of the merger process from the buyer's and seller's perspective
  • Purchase accounting and modeling write-up of assets
  • Accretion / dilution analysis modeling
  • Relative P/E analysis and other useful techniques
  • Advanced analysis such as exchange ratio analysis, contribution analysis and premium paid analysis
  • Deal mechanisms such as collar agreements and defense against hostile takeovers

LBO Modeling

KEY FEATURES

This intensive video-based online course is designed to develop leveraged buyout (LBO) skills through the actual hands-on construction of a model. You will build your own interactive leveraged buyout model from “scratch.” The end goal is to give participants a practitioner’s view of LBO modeling by blending merger accounting, corporate finance, and Excel skills.

  • Estimated time to complete is 10-15 hours
  • Optimized for PC based Excel
  • The Excel shortcuts in this course are not optimized for Mac versions of Excel, but this will not detract substantially from the course experience

TOPICS COVERED

  • Overview of the leveraged buyout transaction
  • What makes a good LBO candidate?
  • How do LBOs create value?
  • Success factors in an LBO
  • How to finance an LBO transaction?
  • Calculating a financial sponsor’s return on investment
  • Step-by-step construction of LBO Model in Excel

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