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Value an investment in a company with a model

In this project, you’ll help a small business investor who is considering purchasing a share in a small company. You’ll build an Excel model analyzing the potential revenues and costs from this investment, and determine if the returns in the next 5 to 7 years are likely to justify the investment.

Excel        90 Minutes        1.5 CPD Credits
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Project Steps Involved

1. A shiny investment in Ree Glaziers
2. Projecting income and expenses
3. Assess the impact of loan terms
4. Calculate the tax payments required
5. Considering the final sale
6. Calculate NPV and IRR for the investment
7. Conduct a sensitivity analysis

Prerequisite Courses


Finance Functions

Investment Valuation

Valuing a Real Estate Investment

Investment Valuation

Introduction to Valuation

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