For Startups & Small Businesses ?? Financial Modeling Course
- Offered byPreparationInfo
For Startups & Small Businesses ?? Financial Modeling Course at PreparationInfo Overview
Duration | 72 hours |
Mode of learning | Online |
Difficulty level | Intermediate |
Credential | Certificate |
For Startups & Small Businesses ?? Financial Modeling Course at PreparationInfo Highlights
- Earn a Certificate on successful completion of the program
- 79 Lectures + 3 Quizzes
- Self Assessments
For Startups & Small Businesses ?? Financial Modeling Course at PreparationInfo Course details
- Individuals looking to start a new business.
- Individuals who want to enhance their knowledge on how to develop a financial model for a new business
- Individuals focusing on creating financial modeling that allows making superior business decisions.
- Individuals looking to improve their chances of business analyzing.
- Individuals wanting to begin a brick & mortar organization.
- Individuals planning on raising the VC funds.
- Create financial models for your small business or startup from the bottom.
- Capable of implementing the perfect financial modeling practices and methods.
- Will be able to understand the other financial models by checking out at many practice models and case studies.
- Utilize the financial models for helping yourselves to make better choices regarding your startup or business
- Build up new skills that you can implement in your business ventures in the future
For Startups & Small Businesses ?? Financial Modeling Course at PreparationInfo Curriculum
Beginner to Pro in Excel: Financial Modeling and Valuation - Welcome!
Introduction to Excel
Useful tips and tools for your work in Excel
Keyboard shortcuts in Excel
Excel's key functions and functionalities made easy
Update! SUMIFS ?? Exercise
Financial functions in Excel
Microsoft Excel's Pivot Tables in Depth
Case study - Building a complete P&L from scratch in Excel
Introduction to Excel charts
P&L Case Study continued - Let's create some great-looking professional charts
Case Study - Building an FMCG Model from Scratch
Financial Modeling Fundamentals
Introduction to Company Valuation
Introduction to Mergers & Acquisitions
Learn how to build a Discounted Cash Flow model in Excel
Tesla valuation - Complete practical exercise
Capital budgeting - The theory
Capital Budgeting - A Complete Case Study
Bonus lecture
Excel Skills for Business: Essentials
Excel Skills for Business: Intermediate I
Excel Skills for Business: Intermediate II
Excel Skills for Business: Advanced
Introduction
Jumpstart
Before you build your model
Modeling best practices
Case study: YouWorks Co-Working Space (part 1)
Modeling growth
Modeling revenue
Modeling startup costs & expenses
Case study #1: Standard Assembly programming bootcamp
Case Study #2: YouWorks Co-Working Space (part 2)
Case Study #3: Fancy Bread, mobile app for renting offices
Case Study #4: ScholarPRO & its inevitable doom
Case study #5: Tee Lounge, a brick and mortar business
Case Study #6: SaaSForce SaaS Startup
Case Study #7: "Smoked Chili" Fast Casual Mexican Restaurant
Bonus Section
Introduction to Modeling and Valuation the Easy Way
Thank You Message from Chris
Course Overview and Speaker Bio
Let's Get This Party Started!!!!!
Where Do We Find the Inputs or Data For Our Model?
Intro to Where You Get Data for Models
SEC.GOV Is Great for Data Too!
Investor Relations is a Goldmine for Data!
Additional Data Input Sources for Models
Now that We Have the Inputs Let's Make a Model!
One Crucial Easy Modeling Secret
Building Your Model Part 1
Building Your Model Part 2
Valuation: 3 Different Easy Ways
Valuation Methodologies Introduction
Valuation Method 1: Target Price Based on P/E
Valuation Method 2: Target Price Based on P/R
Valuation Method 3: Target Price Based on DCF
A Short Cut Way to Do DCF
Bottom Line: Putting It All Together
Course Summary
Financial Model and Valuation Quiz
Course Summary
Bonus Materials
Bonus Lecture
Valuation for Startups Using Discounted Cash Flows Approach
Valuation for Startups Using Multiple Approach
Financial Analysis for Startups
Applying Investment Decision Rules for Startups
Valuation and Financial Analysis For Startups Capstone
Course Introduction
Glossary
Valuations
Valuation: Debt
Valuation: Enterprise Value
Valuation: Free Cash Flow
Valuation: Present Value & Discounting
Valuation: Terminal Value
Valuation: Cost of Capital
Part 1: A Simple Financial Model
The Setup ?? Video
Financial Modeling Blank Workbook
Part 1: A Simple Financial Model Instructions
A Simple Financial Model: Exam
Walkthrough ?? Video
Excel Bonus ?? Video
Case Study 1 Workbook ?? Completed
Part 2: Break-Even And Sensitivity Analysis
Introduction ?? Video
Part 2: Break-Even And Sensitivity Analysis Instructions
Break-Even And Sensitivity Analysis Exam
Break-Even And Sensitivity Analysis Walkthrough ?? Video
Case Study 2 Workbook ?? Completed
Part 3: True To Life
Introduction ?? Video
Part 3: True To Life Instructions
True To Life Exam
Excel - The Setup ?? Video
Excel - The Explanation ?? Video
Case Study 3 Workbook ?? Completed
Part 4: Scenario Analysis
Introduction ?? Video
Part 4: Scenario Analysis Instructions
Part 4 Exam
The Setup ?? Video
The Explanation ?? Video
Case Study 4 Workbook ?? Completed
Part 5: Capex And Depreciation
Introduction ?? Video
Part 5: Capex and Depreciation Instructions
Part 5 Exam
The Setup ?? Video
The Explanation ?? Video
Bonus ?? Video
Case Study 5 Workbook ?? Completed
Part 6: Deprecation Schedules
Introduction ?? Video
Part 6: Deprecation Schedules Instructions
Part 6 Exam
The Setup ?? Video
The Explanation ?? Video
Case Study 6 Workbook ?? Completed
Part 7: Working Capital
Introduction ?? Video
Part 7: Working Capital Instructions
Part 7 Exam
The Setup ?? Video
The Explanation ?? Video
Case Study 7 Workbook Completed
Part 8: Shortening the Cash Cycle
Introduction ?? Video
Part 8 Shortening the Cash Cycle Instructions
Part 8 Exam
The Setup ?? Video
The Explanation ?? Video
Case Study 8 Workbook ?? Completed
Bankruptcy/restructuring industry primer
Bankruptcy overview
Imputing asset values and measuring insolvency from market pricing of debt and equity
Importance and limitation of valuation methodologies
Out of court restructuring process
In court restructuring process
Automatic Stay and Adequate Protection
Cash Collateral and DIP Financing
Restructuring Leases & Executory Contracts
Fraudulent Conveyance & Preference Actions
Plan of Reorg & Disclosure Statement and Cram Down Provisions
The Absolute Priority Rule
Case study modeling and valuation
REIT overview
Industry profile
Industry drivers and terminology
Tax advantages of REIT??s
REIT basics
The structure of REIT??s (UPREIT??s and DOWNREIT??s)
Modeling REIT financial statements
The financials of REIT??s as compared to other companies
Working with press releases, financial filings, and historical data
GAAP vs. Non-GAAP presentation of REIT financial data
Sector-specific drivers and forecasting best practices
Forecasting Funds from operations (FFO), adjusted funds from operations (AFFO / CAD)Modeling same store properties
Impact of Modeling acquisitions, developments and dispositions on the three financial statements
Discontinued operations
REIT balance sheet forecasting Completed properties, CIP and land under development
Building a REIT cash flow statement
NAV modeling
Step-by-step modeling: Net Asset Value (NAV)
Common adjustments to NAV
Arriving at implied cap rates
Common NAV pitfalls and implicit assumptions
BLANK
Introduction to O&G accounting & financial statement analysis open
Introduction to O&G financial modeling open
Overview of O&G valuation modeling open
Building an O&G Net Asset Valuation (NAV) model open
Building an O&G trading comps model open
Building an O&G transaction comps model open
Building an O&G M&A modeling
Chapter 1: Overview
Introduction
Excel Settings for Modeling
Keyboard Shortcuts
The Boost Excel Add-In
Chapter 2: Financial Modeling Best Practices
Formatting Conventions
Modeling Best Practices
Naming, Linking & Deleting Cells
Model Structure
Chapter 3: Preparing for the Case Study
Gathering Documents for Modeling (the "PIB")
Apple Case Study Introduction
Chapter 4: The Income Statement
Modeling the Historical Income Statement, Part 1
Modeling the Historical Income Statement, Part 2
Introduction to Forecasting
Segment-Level Revenue Forecasting
Operations Forecasting
Chapter 5: Forecasting the Balance Sheet: Working Capital
Inputting the Historical Balance Sheet
Working Capital Forecasting & Roll-Forward Mechanics
Accounts Receivable, Part 1
Accounts Receivable, Part 2
Inventory
Accounts Payable
Accrued Expenses & Deferred Revenue
Chapter 6: Long Term Assets & Liabilities
Intangible Assets
Modeling Intangible Assets
PP&E
Modeling PP&E
Other Balance Sheet Assets
Modeling Other Current Assets
Deferred Tax Assets
Deferred Tax Liabilities
Other Liabilities
Modeling Deferred Taxes & Other Balance Sheet Items
Chapter 7: Debt
Debt
Modeling Debt
Chapter 8: Balance Sheet Equity
Capital Stock
Modeling Capital Stock
Treasury Stock
Modeling Treasury Stock
Retained Earnings and OCI
Modeling Retained Earnings
Modeling Other Comprehensive Income
Linking Schedules Back to the Balance Sheet
Chapter 9: The Cash Flow Statement
Cash Flow Statement Introductions
Review: The Cash Flow Statement
Cash From Operations
Modeling Cash from Operations
Cash From Investing & Other Financing Activities
Modeling Cash from Investing & Other Financing Activities
The Lemonade Stand
Chapter 10: The Model Plugs: Revolver & Cash
Understanding the Role of the Revolver in Financial Models
Modeling the Revolver
Modeling Interest Income
Dealing with Circularities in Financial Models
Chapter 11: Earnings Per Share
EPS
Modeling EPS
Chapter 12: Finishing Touches
Integrity Checking & Balancing the Model
Sensitivity Analysis Using Data Tables
Scenario Analysis
Chapter 13: Deeper Dives
Depreciation Waterfall
Introduction to LBOs and recaps open
The Structure of PE Firms & Investor Dynamics open
LBO model development open
Advanced LBO modeling
Lecture1.1 Course overview
Lecture1.2 $23,123 in free stuff + access to our Slack group
Lecture1.3 Modeling a lemonade stand
Lecture1.4 Jumpstart Part 1: Unit economics (1)
Lecture1.5 Jumpstart Part 1: Unit economics (2)
Lecture1.6 Jumpstart Part 2: Calculating the labor cost & selling price
Lecture1.7 Jumpstart Part 3: Single product, single location
Lecture1.8 Jumpstart Part 4: Strawberry premium 16m
Lecture1.9 Jumpstart Part 5: Multiple Locations
Lecture1.10 Jumpstart: Summary
Lecture1.11 Q&A: Section 2
Lecture1.12 What questions are you trying to answer?
Lecture1.13 Map it out & Caveat on modeling
Lecture1.14 Q&A: Section 3
Lecture1.15 Always start with the end in mind
Lecture1.16 Clear over clever
Lecture1.17 Always do sanity checks
Lecture1.18 Start small & simple
Lecture1.19 Define Constraints
Lecture1.20 Utilize Google!
Quiz1.1 Modeling best practices quiz 3 questions
Lecture1.21 Q&A: Section 4
Lecture1.22 Introduction to YouWorks, our first case study ?? Sanity check
Lecture1.23 YouWorks ?? Modeling revenue
Lecture1.24 User segmentation and the difference between users & customers
Lecture1.25 User segmentation: YouWorks example
Lecture1.26 Usage segmentation
Lecture1.27 Think in terms of funnels
Lecture1.28 Follow up on funnels
Lecture1.29 Modeling growth rate
Lecture1.30 Modeling attrition
Quiz1.2 Modeling growth quiz 4 questions
Lecture1.31 Free, but ad-based
Lecture1.32 Affiliate model
Lecture1.33 Freemium model
Lecture1.34 Subscription model
Lecture1.35 Pay per use
Lecture1.36 Free product, pay for service
Lecture1.37 Tiered pricing
Lecture1.38 Base plus features pricing
Lecture1.39 Startup costs & operating expenses
Lecture1.40 Headcount & labor
Lecture1.41 Modeling rent & office needs
Lecture1.42 Modeling hosting expenses
Lecture1.43 Adding contingency
Quiz1.3 Modeling startup costs & expenses quiz 3 questions
Lecture1.44 Putting it all together
Lecture1.45 Standard Assembly ?? Overview
Lecture1.46 Standard Assembly ?? Model overview & Startup costs
Lecture1.47 Standard Assembly ?? Modeling Revenue
Lecture1.48 Standard Assembly ?? Modeling expenses
Lecture1.49 Standard Assembly ?? Summary
Lecture1.50 Getting re-acquainted with YouWorks
Lecture1.51 YouWorks ?? Startup Costs
Lecture1.52 You Works ?? Modeling Revenue
Lecture1.53 YouWorks ?? Modeling Expenses
Lecture1.54 YouWorks ?? Summary
Lecture1.55 Fancy Bread ?? Overview
Lecture1.56 Fancy Bread ?? Overview & Startup Costs
Lecture1.57 Fancy Bread ?? Revenue Modeling
Lecture1.58 Fancy Bread ?? Modeling Expenses
Lecture1.59 Fancy Bread ?? Summary
Lecture1.60 ScholarPRO ?? Introduction
Lecture1.61 ScholarPRO ?? Assumptions & Data part 1
Lecture1.62 ScholarPRO ?? Assumptions & Data part 2
Lecture1.63 ScholarPro ?? Income Statement & Expenses
Lecture1.64 ScholarPro ?? Graphs, Simple Revenue, & Scenarios
Lecture1.65 Tee Lounge ?? Overview
Lecture1.66 Tee Lounge ?? Model overview & Startup costs
Lecture1.67 Tee Lounge: Modeling Revenue
Lecture1.68 Tee Lounge: Modeling Expenses
Lecture1.69 Tee Lounge ?? Summary
Lecture1.70 SaasForce ?? Overview
Lecture1.71 SaaSForce ?? Model Overview & Single Salesperson Economics
Lecture1.72 SaaSForce ?? Modeling Revenue
Lecture1.73 SaaSForce ?? Modeling Expenses
Lecture1.74 SaaSForce ?? Summary
Lecture1.75 Smoked Chili ?? Overview
Lecture1.76 Smoked Chili ?? Model Overview & Menu Economics
Lecture1.77 Smoked Chili ?? Revenue Modeling
Lecture1.78 Smoked Chili ?? Modeling Expenses 12m
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