You have already mastered the theory – now we can teach you how to map even complex facts structurally and comprehensibly in an Excel® spreadsheet.

Company valuations are generally highly interesting tasks for auditors, but they are not their daily business. For this reason, Excel® models for valuating companies, patents, trademarks, or other assets, should be properly structured, so that even after some time, familiarizing oneself with them and possibly modifying them doesn’t become too time-consuming.

How extensive should the chosen base data be so that the model is detailed enough without being confusing? How can for example scenarios be taken into account in modelling, so that reliable results are achieved with minimum time requirement? How can aspiring auditors acquire design structures and hands-on advice in a few days, so that the next valuation can be completed within the required timeframe? From our experience, we find that the weaknesses generally do not lie in the methodology, but in its practical implementation in Excel®.

We offer a very hands-on, practically oriented training, in which participants are asked to create a financial model for a company in Excel®. Theoretical inputs, analysis and assessment are also part of the training. This includes discussion of results, KPI analysis, compiling relevant questions and deriving essential influencing factors. We recommend supplementing the training with homework assignments. These help participants to check for any gaps in their understanding of the subject, and enable them to better consolidate their newly acquired knowledge.

Training can be held either en bloc or over several sessions.

We design the training content individually according to your needs and the participants’ prior knowledge. We are also happy to use your layout or model structure.

Possible training topics include:

theoretical foundations of a financial model (what it must deliver, how it must be structured)
building an integrated financial model from scratch as a base version with key figures and assumptions, normalization, and cash flow statement
application of meaningful sensitivities and scenarios and their mapping in the model
extending the basic model with operational detail planning based on a price quantity structure or detailed planning of the financing structure
detailed tax or investment planning modules
pro forma consolidation of two companies including consolidation entries and illustrating possible synergies
valuation methods (DCF, multiples) – as an overview or in detail