3 Statement Modeling Case Study

Can anyone share with me a 3-statement modeling case study they did recently similar to what would be expected from interviews? Length to complete would be roughly 2-3 hours. 

Thanks for your help

8 Comments
 

Based on the most helpful WSO content, here are some insights and resources for 3-statement modeling case studies:

  1. 3 Statement Model:

    • Components: Income Statement, Balance Sheet, and Cash Flow Statement.
    • Purpose: To provide a comprehensive view of a company's financial health and performance.
  2. Resources:

    • Financial Modeling Resources:
      • What is Financial Modeling?
      • Types of Financial Models
      • Financial Modeling Best Practices
      • 3 Statement Model
      • DCF Modeling Training - Free Guide
      • Accretion Dilution Model
  3. Practice and Preparation:

    • Modeling Tests: Candidates are often asked to build an operating 3-statement model from scratch using 10K/Qs and annual reports.
    • Templates: Utilize financial modeling templates available on WSO to practice and refine your skills.
  4. Case Study Example:

    • Approach:
      • Get a blank sheet of Excel.
      • Pick a relatively simple public company.
      • Grab the 10-K and a research report.
      • Build an LBO from scratch.
    • Time Management: Aim to complete the model competently in under 90 minutes.
  5. Additional Help:

    • WSO Free Modeling Series: Access 9 free financial modeling lessons, including financial statement modeling, DCF, M&A, LBO, Comps, and Excel Modeling.
    • Templates: Get 27 financial modeling templates in a swipe file.

For more detailed examples and templates, you can refer to the WSO forums and resources. Here are some relevant links: - https://www.wallstreetoasis.com/forum/private-equity/modeling-testscase…</a">Modeling tests/case studies to share?

These resources should help you prepare effectively for your 3-statement modeling case study. Good luck!

Sources: https://www.wallstreetoasis.com/forums/anyone-willing-to-share-a-pe-interview-case-study?customgpt=1, Help with 3-Statement Model Test, another case study for people to try _ I attached my model, Has anyone here been unemployed for 3+ months?, Interview - Case study help (Urgent)

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

There’s a 30-minute one and that’s the one I’m referring to. But then there’s also a 90 minute one and I’d also recommend doing that after you’ve mastered the first one.

Cheers and good luck.

 

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