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Advanced Financial Modeling

Advanced LBO Modeling Part 1

When building large financial models, like those needed for LBO transactions, it can be challenging to adequately explore all the elements that need to be assessed. In this course, you’ll incorporate new concepts and accounting principles into your models.

Advanced        12 Lessons        120 Minutes        CPD Credits
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About This Course

The larger your company, the more complex your financial modelling needs to be. In this course, you’ll explore new concepts and accounting principles for LBO transaction analysis.

Across 12 lessons, you’ll learn how to create transaction assumptions, calculate fees, funds and debt, and complete projections with a five-year revenue model for an LBO.

By the end of the course, you’ll have an understanding of how to dive deeper into your models, and expand them to include medium-term growth assumptions.

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Learning Outcomes

  • Create transactions assumptions for a complex LBO
  • Calculate the fees, funds, and debt for an LBO
  • Complete projections for an Income Statement
  • Complete a Capital Expenditure and Depreciation schedule
  • Project the Balance Sheet and Statement of Cashflows


1. Introducing the ToolCo Case Study
2. LBO Deal Assumptions
3. Fees, Funds Required and Debt
4. LBO Revenue Projections
5. LBO Expense Projections
6. Capital Expenditure and Depreciation Part 1

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7. Capital Expenditure and Depreciation Part 2
8. Balance Sheet and Cashflow Assumptions
9. Projecting the Income Statement
10. Projecting the Balance Sheet
11. Projecting the Statement of Cashflows
12. Completing our 3 Statement Projection
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When you earn internationally-recognized certificates, you increase confidence. And when you enhance your ability, speed and accuracy, you increase your employability.

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