Applied Valuation and Financial Modeling
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VCCircle Trainings upcoming 2Days workshop on Applied Valuation and Financial Modelling is designed to provide the attendees with an advanced understanding of valuation and financial modelling and to equip them with skills to create a comprehensive financial model and valuation analysis. This instructor-led training will highlight the various tools in Microsoft Excel to create a robust financial spreadsheet of a business entity to address the corporate investment opportunity and risk in the current challenging business world.


Learning Outcomes of the Training

• Financial Cash Flow Modelling: The delegate will be able to build the valuation financial models (Integration of Financial statements, DCF and LBO) from scratch in Excel.
• Business Valuation: The delegate will be able to value businesses by extrinsic and intrinsic methods like investment banking practitioners. 


Who Should Attend It?

This training is beneficial to the delegates from the following roles or who wish to build their career in the following industry

• Investment Banking professionals                        • Asset Management  professionals
• Entrepreneurs                                                  • Corporate Finance and Strategy  professionals                                  
• Private Equity professionals                                • Private Wealth Management  professionals     
• Equity Research professionals                             • Business and Finance professionals 


Benefits of attending - Application of Learnt Skills in the Following Areas

• Mergers and acquisitions                                    • Transaction advisory  
• Sales and trading                                               • Financial analysis
• Investment banking                                            • Equity research
• Finance and business entrepreneurship               • Hedge funds
• Corporate finance                                              • Private equity & venture capital
• Valuation consulting                                           • Corporate banking

Day 1 August 30th, 2012


Session 1: Presentation and Discussion on Intrinsic/extrinsic Valuation, Leveraged buyout to Investment Banking/Private Equity Transaction

  • Trading comps Valuation – Extrinsic Valuation

    1. Picking the right comparables

    2. Normalizing non-recurring items

    3. Determining Equity and Enterprise value of the target

  • DCF Valuation – Intrinsic Valuation

    1. Forecast 5 Years Profit and Loss statement

    2. Forecast Capex, Assets and Net working capital

    3. Estimating and Pricing the Cost of Equity & Debt of public and private companies

    4. Calculation of terminal value by Exit multiples and Perpetuity growth methods

    5. Unleveraged Beta of private companies

  • Leveraged Buyout (LBO) analysis

    1. Characteristics of the transactions

    2. Valuing the business

    3. Financing the transaction

    4. Measurement of the investment from the eyes of the investor

    5. Exit strategies

Session 2: Building step by step financial model from SCRATCH for Investment banking and Private equity transactions

  • Overview of best investment banking practices for financial Modeling and setting up the model

    1. Setting up the model for historic and 5 years projections

    2. Industry accepted assumptions and their logic for sales growth, COGS, EBITDA

    3. Analysis of historic numbers

    4. Various Margins forecast

    5. Forecasting Net Working Capital


Day 2 August 31st, 2012


Session 3: Building step by step financial model from SCRATCH for Investment banking and Private equity transactions (Contd.)

  1. Forecasting Capital expenditure

  2. Forecasting tangible and intangible assets

  3. Calculation of Depreciation and Amortization expense

  4. Establishing Debt and shareholders’ Equity schedules

  5. Integration of Income & Cashflow statements and Balance sheet

Session 4: Building step by step financial model from SCRATCH for Investment banking and Private equity transactions (Contd.)

  • Valuation of the company by using DCF method

  • Comparing your per share price valuation with real-time market price to recommend Buy/Hold/Sell the share

  • Sensitivity and graphical representation of the relevant information

  • Sensitivity analysis of WACC, Enterprise value and Sales

  • Industry practices on handling exceptions

  • Leveraged buyout Investment return analysis (Cash returns & IRR)

  • Modeling of all stakeholders (Financial sponsor, Lenders and Seller) in LBO

Dr. Vishwajeet Rana Dr. Vishwajeet Rana Professional Trainer - Global Bankng Training, London & Chairman, Sanrock Capital LLP
Gajesh Jain Gajesh Jain Corporate Finance, Yes Bank

Bandra Kurla Complex - Trade Centre

G/F & 1/F, Trade Centre,
Bandra Kurla Complex,
Bandra (E), Mumbai

In case of queries, please email us at


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