Corporate Valuation and Strategic Transactions: Executive Course

We'll break down the DCF method, explaining free cash flow projections and terminal value calculation with clear examples.

A hands-on session where you construct a full DCF model in Excel, learning to handle assumptions and outputs.

You'll learn how to identify peer companies, gather data, and adjust for differences to derive accurate multiples.

This lesson covers using past deal data to value companies, including adjusting for market conditions and deal specifics.

We'll explore valuing companies based on their assets, with a focus on industries like real estate and manufacturing.

A deep dive into deriving free cash flow from financial statements, addressing common pitfalls and adjustments.

Step-by-step guide to terminal value methods, including growth rate assumptions and perpetuity calculations.

You'll learn how to test how changes in key assumptions impact valuation outcomes, using data tables and scenarios.

We'll cover how to combine DCF, comparables, and other methods to arrive at a balanced valuation range.

Apply your skills to a real-world case, analyzing financial data and building a valuation report for a tech firm.

We'll introduce LBO concepts, debt structures, and return metrics, with a focus on practical model setup.

Covers valuation for M&A deals, including synergy analysis and accretion/dilution calculations with examples.

You'll learn to quantify cost and revenue synergies, using historical data and industry benchmarks for accuracy.

A guide to the due diligence process, highlighting key financial, legal, and operational checks in deals.

We'll explore different deal structures and financing options, from equity to debt, with their implications on valuation.

Addresses currency, regulatory, and cultural factors in international transactions, with practical solutions.

Covers methods for valuing companies in financial trouble, including liquidation and restructuring scenarios.

Apply LBO modeling to a retail company case, from initial assumptions to final returns and sensitivity checks.

We'll cover dynamic modeling, circular references, and error-checking to build more reliable valuation models.

Learn how private equity firms value companies, focusing on IRR, cash-on-cash returns, and fund mechanics.

A practical guide to early-stage valuation, using methods like scorecards and risk factor summation with real examples.

This lesson explains how to value flexibility in business decisions, such as expansion or delay options, using option pricing.

Covers emerging valuation techniques for crypto assets, including network effects and market-based approaches.

You'll learn to integrate environmental, social, and governance metrics into valuation models for modern assessments.

We'll analyze tech companies with unique metrics like user growth and SaaS models, using current case data.

Addresses valuation for healthcare firms, including drug pipelines and regulatory impacts, with step-by-step examples.

Practical tips for negotiating deal terms and valuations, based on common scenarios in M&A and LBO transactions.

Covers how to assess performance and integration success post-transaction, with metrics and reporting techniques.

Apply your knowledge to a full cross-border deal case, from initial valuation to final negotiation and closing.

A hands-on simulation where you model a complete transaction, including valuation, financing, and presentation.

We'll set up tools and templates in Excel and other software, with tips for efficient data management and analysis.

Learn to create clear reports and presentations that communicate valuation results effectively to different audiences.

Covers best practices for explaining complex valuation concepts to clients, with scenario-based examples.

A guide to key regulations affecting deals, including antitrust, securities laws, and disclosure requirements.

Explores emerging trends like AI in modeling and changing market dynamics, with implications for your practice.

We'll discuss roles from analyst to partner, with advice on skill development and industry networking.

An overview of certifications like CFA and CPA, with study tips and how they apply to valuation careers.

Quick tips on finding mentors, joining professional groups, and accessing up-to-date resources for ongoing learning.

You'll complete a full valuation report for a company, integrating all methods learned, with detailed documentation.

Share your capstone project with peers for constructive feedback, simulating real-world collaborative environments.

Listen to and ask questions of industry experts discussing current issues and practical solutions in valuation.

We'll summarize the main concepts and techniques covered, reinforcing how to apply them in your daily work.

Provides a roadmap for continuing your learning, with suggested readings, projects, and professional development actions.