Our training courses are individually designed and focused on practical application, so that you can apply your new knowledge directly in your next project.

The goal of financial modelling training for industries such as M&A, private equity and banking is to enable participants to create financial models from scratch on their own, to identify the relevant operational indicators, to make assumptions about the future economic development of companies and take them into account during modelling and to perform sensitivity analyses or calculate cases. All this must be mapped in a structured and comprehensible way in a spreadsheet. We help you with that.

Another important aspect of our training is to sharpen participants’ judgement regarding the materiality of influence factors and to teach them the typical thought process in financial modelling.

We offer a very hands-on, practically oriented training, in which participants are asked to create a financial model including business valuation for a company in Excel®. Theoretical inputs, analysis and assessment are also part of the training. This includes discussion of results, analysis and assessment of indicators, compiling relevant questions and deriving essential influencing factors. We’ve also had good success with homework assignments between training sessions, which offer participants the opportunity to consolidate their newly acquired knowledge and of course also to test whether everything was properly understood. Training can alternatively be held en bloc or over several sessions, e.g. a half day each with one or two weeks in between.

We design the training content individually according to your needs and the participants’ prior knowledge. If you prefer, 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
pro forma consolidation of two companies including consolidation entries and illustrating possible synergies
setting up a project as an add-on to an existing financial model by using so-called “switches” to map uncertainties
valuation methods (DCF, multiples) – as an overview or in detail
attaching an LBO calculation to an existing model (sources & uses, funding, pro forma balance sheet, IRR calculation)