3 Statement Modeling Case Study

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)