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Core fundamental concepts of financial modeling & valuation (more)
Overview of Courses
Our core fundamental concepts in finance involve the basic financial modeling and valuation techniques that introduce model building best practices as well as getting used to working efficiently in Excel. After understanding the basic fundamental concepts, the most important building blocks of modeling are introduced as we begin to thoroughly analyze financial statements and their implications. We introduce the underpinnings of fundamental valuation (i.e. DCF analysis) and relative valuation (comps & multiples).
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Course Goals & Overview:
Learn how corporations are valued and the major analytical tools that are used. Go beyond academic theory to real-world methods as used by professionals; includes a crucial primer to Corporate Finance and its non-theoretical application. Apply learning objectives and goals immediately by analyzing a $6 billion+ transaction. Topics covered include: (i) how to value a company (trading comps, deal comps, DCF, LBO, break-up and asset valuation); (ii) importance of Enterprise Value, EBITDA, capital structure, leverage and WACC; (iii) analyze valuation multiples and ratios; why are PE ratios sub-optimal as a valuation metric?; (iv) practical, non-theoretical application of introduction to corporate finance
Course Sections:
Valuation Methodologies
How much is a company worth? Why is the current stock price not an accurate indication of value?
How do you tell if a company is under-valued or over-valued?
Why would one company command a higher or lower premium than its direct competitor?
What is the importance between enterprise value and equity value?
Why do we include minority interest and exclude capital leases?
What is the relevance of capital structure and leverage on a company’s value?
Why and how is corporate finance so critical to managing a firm’s profitability?
What exactly does a multiple tell us? Learn the correct way to use P/E ratios and other multiples
Why are P/E ratios misunderstood and what other profitability-related ratios are more important?
What is EBITDA and why is it so important?
Utilizing the correct numerator for multiples analysis
Calculating implied value based on multiples analysis
What is a leveraged buyout and what are the main motives for LBOs?
Case Study Discussion
Analysis of “football field” and reference ranges
Detailed discussion of the major valuation methodologies, their nuances and application in the real-world
Analyzing, comparing and contrasting trading comps, deal comps and premiums paid
Detailed explanation of Discounted Cash Flow (DCF) valuation, its theory and application
Discussion of why the DCF is arguable one of the most important analyses while simultaneously one of the most academic and least practical of them all
Review of WACC (weighted average cost of capital), CAPM (Capital Asset Pricing Model)
How do you approach valuing a company with completely disparate businesses?
Prerequisites:
Accounting & Financial Statements Integration
How to Analyze a 10K
Finance 101 – Introduction to Finance
Video Length / Estimated Total Course Time:
2 hours / 2.5 hours
Individual Course Price:
$150
Click here to register now!
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Course Goals & Overview:
This course builds upon, and implements in Excel, the fundamental financial analysis and valuation topics. Create a top-down, five year income statement projection model and then construct a basic discounted cash flow analysis on top of your projection model.
** Don't get thrown off by the word "basic" - this Basic Financial Modeling serves as the fundamental basis for all of our additional Excel-based courses. Before you “graduate” onto our advanced modeling courses, we HIGHLY recommend you take this course for the full background on working efficiently in Excel the way we want you to, otherwise you may have a much steeper learning curve in our other classes. **
Course Sections:
Income Statement Projection
Input historical financial results and recast as necessary
Calculate historical growth rates and margins which serve as the basis for your projection assumptions
Calculate your projected profitability from revenue down to EPS
Learn the correct way to calculate diluted shares outstanding
Discounted Cash Flow Analysis
How is a discounted cash flow analysis actually constructed?
What is the difference between the terminal value and perpetuity growth approaches and what are the implications on value?
Learn subtle nuances including the proper figure for “cash flow” in perpetuity growth models
Prerequisites:
Accounting & Financial Statements Integration
Finance 101 – Introduction to Finance
Corporate Valuation Methodologies
Company Overview
Video Length / Estimated Total Course Time:
4 hours / 5 hours
Individual Course Price:
$150
Click here to register now!
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Course Goals & Overview:
Build upon Corporate Valuation Methodologies with a short, hands-on exercise to hone in the core concepts in practice before diving into the more advanced valuation modeling topics. Translate the valuation concepts into real-life case study that demonstrates and shows the valuation principles.
Course Sections:
Calculate current trading and valuation statistics of industry competitors
Project value of a company and stock based on estimated industry average valuation multiples
Construct a sample DDM and DCF valuation analysis
Estimate WACC, component costs of capital and CAPM and incorporate into valuation analysis
Prerequisites:
Accounting & Financial Statements Integration
Finance 101 – Introduction to Finance
Corporate Valuation Methodologies
Video Length / Estimated Total Course Time:
1 hours / 1.5 hours
Individual Course Price:
$150
Click here to register now!
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 Package 3: Advanced Financial Modeling
Jump to:
Core Modules
Accounting Bootcamp
Package 1: Basic & Fundamental Concepts
Package 2: Core Fundamental Concepts
Package 3: Advanced Financial Modeling
Package 4: Valuation Modeling Topics
Package 5: Merger Modeling Topics
Package 6: Leveraged Buyouts (LBOs)
Technical Applications - Excel
Overview of Financial Mkts & Exhibits
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Advanced & Industry Modules
Private Company Valuation
Super-Complex M&A LBO Modeling
Distressed Modeling
Bank Financial Modeling
Insurance Financial Modeling
Real Estate Development Modeling
REIT Financial Modeling
Buy-Side Series
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Sample Video Clips
Corporate Valuation Methodologies & Corporate Finance