Looking to optimize my process for better efficiency hopefully without sacrificing effectiveness... Any pro tips? I have enough experience to know that “modeling skills” are greatly overrated... but I do update 25-30 models every quarter so it would be good to get faster and better.
How much detail do you go into on laying out historicals? Any efficient ways to pull on public filers? (I deal with 75% private companies however)
Do you project every line on the 3 statements? Or have a separate projections tab to make fewer assumptions?
If there is a transaction (M&A, LBO, recap, etc), do you fully pro forma the 3 statements to balance the balance sheet?
I don’t really do the full 3 too often, honestly, and find it time-consuming and tricky to balance the model in messy pro forma situations. Do folks feel like you miss too much by doing that?
I like to have the cap stack in one tab and then a two statement I/S and CF sheet in another -- all segment rev/cost model inputs at the bottom with easy color coding for in projected out formulas for easy updating come earnings season. Never do a full b/s just a W/C build that flows into the CF statement.
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