Why learn to model business valuation?

  • Newbies and not so newbies

    You are new to the world of finance and want to jump start your modeling and valuation knowledge. Even experienced finance professionals can learn and solidify their knowledge of business valuation and Excel skills.

  • Students

    You are a student learning about finance. Get a leg up on your peers and stand out from the crowd by learning how to perform a business valuation while enhancing your Excel skills. Help improve those grades!

  • Knowledge growth

    You just love finance! Business valuation knowledge is applicable in many ways. Is a stock priced accurately? What is the value of an investment's expected cash flows? You will be shown how to model the answers to these questions and more.

  • Ready for change

    Looking to change career paths? Seeking a new opportunity? Companies more and more during the interview process give an assignment designed to test your modeling skills. This course will help sharpen your Excel modeling skills, understanding of business valuation, and provide a talking point during the interview process.

What is included?

  • Videos

    Go at your own pace! Over 60+lessons, 2+ hours of videos of being guided through the world of business valuation in a clear, straight to the point, no nonsense format.

  • Downloads

    Download the presentations, beginning forecast, templates and finished valuation model including summary.

Play intro

Course curriculum

  • 1

    Welcome to the course!

    • Course Introduction

    • Road Ahead

    • Download Presentation
  • 2

    Business Valuation 101

    • Purpose of a Business Valuation

    • Categories of Business Valuation

    • Enterprise and Equity Values

    • Enterprise Value Calculation

    • Equity Value Calculation

    • Free Cash Flow

    • Quiz
  • 3

    Multiples

    • Enterprise Value to Sales (EV/Sales)

    • Enterprise Value to EBITDA (EV/EBITDA)

    • Enterprise Value to EBIT (EV/EBIT)

    • Price to Earnings (P/E)

    • More Ratios

    • Multiples/Ratios in Summary

    • Quiz
  • 4

    Comparable Companies Analysis

    • Comparable Companies Analysis Overview

    • Pros and Cons of Comps Analysis

    • Selecting Comps

    • Download-Comps Analysis

    • Comps Analysis Model Overview

    • Fully Diluted Shares - Treasure Stock Method

    • Comps Summary

    • Comps Analysis Results

    • Quiz
  • 5

    Precedent Transactions Analysis

    • Precedent Transactions Analysis Overview

    • Selecting Precedent Transactions

    • Download-Precedent Transaction Analysis

    • Precedent Transaction Summary

    • Precedent Transactions Analysis Results

    • Quiz
  • 6

    Discounted Cash Flows Analysis

    • DCF Overview

    • DCF Pros and Cons

    • DCF Steps

    • Projection

    • Weight Average Cost of Capital Overview (WACC)

    • WACC Calculation

    • Capital Asset Pricing Model (CAPM)

    • Beta

    • WACC Results

    • WACC Sensitivity Analysis

    • Download-DCF Template and Final model

    • DCF Model Assumptions

    • Present Valuing Cash Flow

    • NPV Function

    • Terminal Value - Exit Multiple

    • Terminal Value - Perpetual Growth

    • DCF Methods Summary

    • Build Sensitivity Table

    • Format Sensitivity Table

    • 2nd Sensitivity Table

    • Quiz
  • 7

    Presenting Analysis Results - Dashboard/Summary

    • Download-Summary Template and Final

    • Forecast Section - Headers

    • Forecast Section - Dates

    • Forecast Section - Data

    • Forecast Section - Format Data

    • Compounded Annual Growth Rate (CAGR)

    • Forecast Graph (Clustered Column)

    • DCF Section - Assumptions

    • DCF Section - Data

    • DCF Graph (Waterfall)

    • Comps Section - Headers

    • Comps Section - Data

    • Comps Graph (Clustered Column)

    • Precedent Transactions Section

    • Print View

    • Football Field Graph (Open High Low Close) - Headers and Data

    • Football Field Graph - Format

    • Football Field Graph - Finalize

    • Congrats!