In Financial, Valuation, and Mergers and Acquisitions Modeling training course, you will gain an understanding of the conceptual underpinnings of the valuation framework, and will be introduced to the intuition and mechanics of complex valuation methodologies, including DCF analysis using free cash flows already projected.
In addition, you will learn to estimate the weighted average cost of capital (WACC), including several approaches to calculating terminal value, and to use data tables to analyze a broad range of scenarios, given different assumptions. Finally, you will build a merger model to reflect the pro forma impact of various acquisition scenarios.
By attending Financial, Valuation, and Mergers and Acquisitions Modeling workshop, delegates will learn to:
- Present a financial statement model
- Make good assumptions and how to integrate them into financial models
- Cash flow statement, income statement, and balance sheet are linked
- Build projection drivers
- Apply automatic “balance checks”
- Understand treatment of non-recurring charges and tax implications on financial models
- Format and structure financial models to limit errors and simplify auditing
- Intrinsic valuation, including DCF and LBO (floor) valuation and market-based valuation
- Identify and analyze the elements of the financial statement that are key to the value of an enterprise
- Derive WACC by deriving the cost of debt and the cost of equity
- About various competing terminal value approaches
- Present valuation results using sensitivity analysis and data tables
- Build a pro forma income statement and make appropriate deal-related adjustments to arrive at accretion/dilution per share
- Error-check a merger model and insert circuit breaker switches where appropriate
- Allocate purchase price and calculate goodwill
- Calculate sources and uses of funds
- Understand pre-tax synergies required to break-even and break-even PE analysis
- Financial Accounting
- Excel, Beginner level
This Financial, Valuation, and Mergers and Acquisitions Modeling class is suitable for Finance professionals working across all levels in treasury, accounting, financial planning & analysis (FP&A), corporate development, business development, M&A, budgeting and forecasting, and controllers who would like to gain new/sharpen their existing financial, valuation, and M&A modeling skill set.