Advanced Financial Modelling & Business Valuation
Core Business Skills for managers, executives and professionals
Duration
5 Days
Format
Classroom &Online
Fee From
$2,950
Scheduled Dates
No sessions of this type are scheduled.
Introduction
- Financial modelling best practice and model design standards
- Building fully integrated three-statement models in Excel
- Discounted cash flow (DCF) valuation and the cost of capital
- Relative valuation using trading and transaction multiples
- LBO and M&A modelling, sensitivity and scenario analysis
Objectives
- Design clear, flexible and auditable financial models using recognised best practice
- Build an integrated income statement, balance sheet and cash flow forecast
- Forecast revenue, costs, working capital, capital expenditure and financing
- Calculate free cash flow, WACC and terminal value to perform a DCF valuation
- Value businesses using comparable companies and precedent transactions
- Model leveraged buyouts and assess the impact of M&A transactions
- Test assumptions with sensitivity, scenario and break-even analysis
Training Methodology
Organisational Impact
- More reliable models to support investment, funding and strategic decisions
- Consistent modelling standards that reduce errors and review time
- Stronger in-house capability for valuations, M&A and capital projects
- Better-informed negotiations with investors, lenders and advisers
- Clearer presentation of financial outcomes to boards and senior management
- Reduced reliance on external advisers for routine valuation work
Personal Impact
- Build integrated financial models from a blank workbook with confidence
- Apply DCF and multiples-based valuation methods correctly
- Explain and defend key modelling assumptions to stakeholders
- Work faster and more accurately with advanced Excel techniques
- Leave with reusable model templates for your own work
- Strengthen your profile for corporate finance, FP&A and investment roles
Who Should Attend?
- Financial analysts and FP&A professionals
- Corporate finance and business development teams
- Finance managers, controllers and finance directors
- Investment, private equity and venture capital professionals
- Bankers, credit analysts and lenders
- M&A, transaction services and strategy professionals
- Accountants and auditors involved in valuation work
- Entrepreneurs and business owners preparing for fundraising or sale
Course Outline
- Principles of good model design and modelling standards
- Structuring inputs, calculations and outputs
- Essential Excel functions for modellers (INDEX, MATCH, XLOOKUP, OFFSET)
- Timelines, flags, switches and named ranges
- Error checks, model integrity and audit tools
- Practical exercise: building a model framework
- Forecasting revenue and cost drivers
- Working capital, capital expenditure and depreciation schedules
- Debt, interest and handling circularity
- Linking the income statement, balance sheet and cash flow statement
- Balancing and checking the balance sheet
- Practical exercise: building an integrated forecast model
- Free cash flow to the firm and to equity
- Cost of capital: WACC, CAPM and beta
- Terminal value: perpetuity growth and exit multiple methods
- Bridging from enterprise value to equity value
- Mid-year convention and stub periods
- Practical exercise: DCF valuation of a listed company
- Trading comparables: selecting peers and normalising earnings
- Precedent transactions and control premiums
- Presenting valuation ranges with a football field chart
- Leveraged buyout (LBO) model fundamentals and returns analysis
- M&A modelling: accretion/dilution and synergies
- Practical exercise: building a simple LBO model
- Sensitivity tables, scenario switches and break-even analysis
- Introduction to Monte Carlo simulation
- Valuing private companies: discounts for lack of marketability and control
- Building dashboards and summary outputs for decision-makers
- Reviewing and stress-testing third-party models
- Capstone exercise: full valuation and investment recommendation
Certificates
CLASSROOM
Delegates who complete the classroom course receive the Thinkcloudly Certificate of Completion, with one Continuing Professional Education (CPE) credit for every 50 minutes of attendance.
ONLINE
Delegates who complete the live online course receive the Thinkcloudly Certificate of Completion, with one Guided Learning Hour awarded for every 60 minutes of attendance.
Providers and Associations
Original price was: $6,499.00.$5,950.00Current price is: $5,950.00.
Our Learners Work At
Frequently Asked Questions
What will I learn on this course?
How to build integrated financial models in Excel and value businesses using DCF, trading comparables, precedent transactions and LBO analysis.
What level of Excel and finance knowledge do I need?
You should be comfortable with everyday Excel and understand the three financial statements. No prior modelling experience is required.
Do I need to bring a laptop?
Yes, Delegates work hands-on throughout, so please bring a laptop with a recent version of Microsoft Excel installed.
Does the course cover LBO and M&A modelling?
Yes, Day 4 covers the fundamentals of leveraged buyout models, returns analysis, accretion/dilution and synergies.
Is the course relevant for valuing private companies?
Yes, Day 5 covers the adjustments and discounts commonly applied when valuing private and unlisted businesses.
What will I take back to my organisation?
Completed model templates, a valuation toolkit and best-practice checklists you can reuse on live projects.
Will I receive a certificate?
Yes. All delegates who complete the course receive the Thinkcloudly Certificate of Completion, with CPE credits for classroom attendance or Guided Learning Hours for online attendance.
Can this course be delivered in-house?
Yes. We can tailor the content and case studies to your industry and deliver it at your premises, a venue of your choice or online. Contact [email protected] to discuss your requirements.
