Financial Modelling and Valuation Techniques

Course objectives

• Build a fully integrated three statement financial model with correct linkages
• Apply best practice modelling standards for structure, formatting, and error checking
• Perform discounted cash flow valuation with defensible terminal value assumptions
• Apply comparable company and precedent transaction valuation methods
• Conduct scenario and sensitivity analysis to stress test valuation conclusions
• Present and defend a valuation range to an investment or credit committee

Who should attend

• Corporate finance and investment banking analysts
• Private equity and investment fund analysts
• Financial planning and analysis managers building forecasting models
• Business development staff evaluating acquisitions or expansions
• Finance professionals seeking rigorous, hands on modelling practice

Course outline

1. 01Modelling standards, structure, and spreadsheet best practice
2. 02Building the integrated income statement, balance sheet, and cash flow model
3. 03Working capital, debt schedules, and circularity management
4. 04Discounted cash flow valuation and terminal value estimation
5. 05Comparable company and precedent transaction valuation
6. 06Scenario and sensitivity analysis techniques
7. 07Weighted average cost of capital in the modelling context
8. 08Model auditing, error checking, and quality assurance
9. 09Presenting model outputs and valuation conclusions
10. 10Mock investment committee valuation defence

Scheduled sessions