Nuts & bolts, no-nonsense 3-statement modeling focused on developing the fundamental building blocks of a well-developed financial model. Multi-case scenario sensitivities, complex capital structure considerations, with a focus on demystifying some of the most difficult concepts.
Financial Training
Get real-world financial training from expert analysts and practitioners, individually or for your team.
3-Statement Modeling & Financial Analysis
Nuts & bolts, no-nonsense 3-statement modeling focused on developing the fundamental building blocks of a well-developed financial model. Multi-case scenario sensitivities, and complex capital structure considerations, with a focus on demystifying some of the most difficult concepts.
Valuation: Intrinsic & Relative Methodologies
Valuation modeling focused on intrinsic & relative valuations including comparable companies analysis, precedents analysis, and discounted cash flow (using both perpetuity growth and exit multiples for terminal value)
LBO / M&A: Purchase Accounting, Pro Forma, and Returns Analysis
In-depth looks at purchase accounting, what balance sheet adjustments are required depending on the transaction and capital structure
Logic-Based Approach
We frequently see seasoned financial professionals struggle with fundamental concepts.
Why? Because they've memorized formulas and solutions without being given the opportunity to truly understand the reason. We aim to bridge the gap and enhance your understanding of concepts essential to the industry.
You have to know the 'why' to what you're doing. And that's what we'll teach you.
What You'll Get
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In-depth training & coaching
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Step-by-step process documents from sessions
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Model templates, exercises & solutions
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Access to an experienced and accredited banker
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Option to take fully proctored case study & receive a certificate of completion upon passing
For more information, please reach out!
SERVICES
Historical Financial Analysis
In-depth training includes modeling & projections of:
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Income Statement Analysis
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Balance Sheet Analysis
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Cash Flows Statement Analysis
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Risk & Ratios Analysis
Financial Modeling & Projections
In-depth training includes modeling & projections of:
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Income Statement
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Balance Sheet
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Cash Flow Statement
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Debt & Equity Schedules
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PP&E and Intangible Schedules
Credit
Analysis
In-depth training includes modeling & projections of:
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Credit Metrics & Statistics
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Coverage Ratios
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Leverage Ratios
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Credit Risks & Mitigants
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Ability to Repay Analysis
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Loan Structuring
Leveraged Buyout Modeling
In-depth training includes modeling & projections of:
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Transaction Assumptions
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Sources & Uses
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Balance Sheet Adjustments
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3 Statement Projections
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Exit Assumptions
Mergers & Acquisitions
In-depth training
includes modeling & projections of:
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Acquisition Assumptions
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Projections
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Valuation of Businesses
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Business Combination & Adjustments
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Accretion/Dilution