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Intangible assets amortization schedule - model
I am building a model for a software co that does regular acquisitions every year. The companies it acquires have plenty of definite lived intangibles that need to be amortized. 1.Over the past year, the weighted average life of the definite lived intangible assets of all the acquired companies was...
CAGR vs. IRR... # of periods...confused...
Hi team - hope everyone is doing well. for some reason i am a bit confused on the difference between cagr and IRR. the formula seems to be the exact same? for LBO purposes. (final value / beginning value)^(1/#periods) - 1 I'm also confused on the # of periods. For CAGR, 2012 - 2013 would be 1...
Excel toolkit for Financial Modeling
looked into the forum but didn't see a thread about this (might have missed one so sorry if its a repeat post). Trying to break into IB and so teaching myself financial modeling. Taking the WSP courses and they talk up their "Boost" toolkit for excel which is no longer available. Anyone know of any...
Consol or Standalone financials for 3 statement modeling?
Do we consider consolidated or standalone financials while preparing a full financial model +valuation?
Modelling Test - Development Bank
I am due to have a test, next Wednesday, for an intern position at a development bank. The test involve a 30min modelling part, followed by a financial analysis part. Has anyone experienced such a short modelling test? What to expect (PF, LBO, 3S, DCF)?
Balance Sheet Off - Need Help Proofing
Hi all, I'm working to de-bug the gap in the projected balance sheet. I'm embarrassed that I can not find why by monthly balance sheet is off by a constant $614k (see cells AG305 and the check in AG265). I've simplified the projected balance sheet to consolidated line items, per historical buckets....
What is the modeling intensity of your sector?
Hey folks. Exploring some go to market strategies for a financial modeling startup that I've been building on the side and am probably moving to full time since the high speed train startup I joined hasn't really worked out. My background is in infra investment and project finance - the modeling...
Balancing financial model
Hi fellows, I am modeling an IT-security company currently, and I just don't get it balanced. It would be great if anyone could lend me a hand. I already tried: 1. Dividing the difference by two and try to find the value (didn't find it) 2. Delete all years after the first forecast year of the...
Any EY VME staff members willing to answer some questions?
I just got a full-time offer to join the VME group at EY. Super stoked because the pay is ridiculously high considering I come from a no-name school and I'm just wrapping up my undergrad. I had a few questions about the job, mostly curious how much travel you get to do, what type of software you get...
Oil and Gas financial modeling courses?
I've been looking for an online course that teaches financial modeling for the O+G industry. I've only been able to find the WSP course, which is $500 for an e-book, so I am hoping to find something else that offers either better value for money or a lower price. BIWS has also stopped selling their...
PC/Mac?
I'm finally making the switch from Mac to a PC, as I'll be using excel extensively in IB -- wanting to make it easier on myself with shortcuts. Does anyone suggest a PC laptop they prefer? Something a bit light or at least not super large. I like to carry my laptop around. I've been out of the PC...
Financial Modelling
Hey all I am looking for any market research done re debt advisory firms - I am building a model (2/3 years' worth of projections). Any suggestions? Thanks!
First Super Day, prep help, Investment Banking Analyst
I have two Superdays this week with two middle market investment banks for an Analyst position, I have never experienced a superday interview before so I am looking for any help I can get on technical questions, behavioral questions, fit questions, or just what I can expect throughout the superday....
Most appropriate way to value this company?
So, I'm a noob when it comes to valuation. How would a company like IDEXX Laboratories (IDXX) be valued?
An Analyst / Associate's Checklist
I wanted to put together a learning plan which tracks useful links / resources to read ahead of starting my PE stint in a couple months. Appreciate if the community can provide ideas to improve this list. Hopefully this can also help people be more prepared as they embark on their career in IB...
Interest in buyside growth modeling guide and example (from an analyst)?
I want to know if people in the community would be interested in a really tactical guide and example of what modeling looks like on the buyside. Before I joined the buyside five years ago, I was very intimidated by the unknown and especially by financial modeling. What did modeling look on the...
Importance (and umimportance) of modeling
Thought this would be great for everyone to see. For all the importance of financial modeling and the focus on it - it isn’t as important as many deem it. financial times article link: https://www.google.com/amp/s/amp.ft.com/content/0… Investment banks working to find ways to automate financial...
Best Financial Modelling Course to help get an internship
I am trying to improve my chances of getting an IB internship and was going to do a financial modelling course. Any thoughts as to which modelling program / offering will get the highest / best response as part of the selection process?
financial modeling test for ER role
I have a 4-hr long test for an ER associate role coming up. It has both financial modeling and writing component. I have read a few older threads on this topic, but I cannot find an answer to my questions. so I'm trying to ask if anyone can help me to give some insights about the following: 1)...
PE Case Study Issue: BS Cash and CFS End Cash don't Match (Financial Modeling)
Hi, so I'm working my way through this PE case study. They have given me a large QoE report file with a list of things for me to do. One of the things they asked me to do is build a CFS for the Last Twelve Months (LTM). Given that the QoE report has both an IS and BS, this seemed like a pretty...
Best excel resources for getting better with large amounts of data and scalable logic?
I need to practice and improve the logic around how I structure models with large amounts of disorganized data, particularly when drilling down into customer cohort data. Can I get some recommendations? I didn't come from an IB background, more the BD side of Corp Dev, so my modeling skills aren't...
Guides for updating financial models
Are there any good guides/checklists to use when updating 3 statement financial models with quarterly earnings data?
Line items in financial modeling
When we do a financial model do we need to add all line items from the company's financial statement into the model or can you use the main line items and leave out the rest?
IB Modelling Case Study Collection - Down to Swap
Hey guys, I am looking for analyst level modelling tests. Have a couple of such rounds coming up and would like to prepare. In return, I can share the ones I have - both M&A (just have one atm) and PE LBO tests (from MFs and UMMs) DM me if you are down to swap!
Ecom / DtC financial model
Yo! Anyone knows about some publicly available information / inspiration for a financial model on an ecom company? 80% of revenue is resellers (primarily online) and 20% is DtC online only. Building the model for a sell-side process Thanks!
Interview to Discuss Your Financial Model - Case Study
Hello! I'm interviewing for a mid-level Financial Strategy role and for the case study, they had me create a financial statement model (mainly just P&L). I have an interview with a hiring manager coming up to discuss my work. I assume that the interview will begin with being asked to walk her...
LBO Modeling question (Revolver, circularity, etc)
Hi for 1-4hour long LBO Modeling I have following questions. 1) Do you I necessarily have to calculate interest expense by averaging beginning and ending debt balance? Or is it okay to calculate it with beginning balance only for the purpose of testing? 2) For calculating Revolver, do I always have...
How would you present a projection of financial statements?
Once the projections have been made how you would present them in a powerpoint. It is obvious that a photo of the financial statements will not be pasted, but what should I show, Graphs, tables, or what do you recommend?
Excel: Calculating Terminal Value using Gordon Growth Model
Relatively new to building DCF's and was looking for advice on how I would calculate the Terminal value using the Gordon Growth Model. I have the company's WACC, growth rate, and final year FCF that I am projecting. Would appreciate any help with what function/formula I would use to calculate this...
Financial Modeling Used in IB
What are some good resources for furthering your understanding on the financial modeling used in IB? Three statement model, comparables analysis, DCF/valuation, LBO, etc...
Any Ideas?
Anyone have any ideas on how to solve this thing? I was hoping someone a little better at these cases might be able to talk through working through it. I've been working through some practice case studies on the internet that I had found and was curious as to how you would go about modeling out the...
How to double check financial model?
Hi I get asked by this so often in interview - How to double check financial model? Please share your tips.. It can be anything from assumption, links, output checking.....I find everyone has different approach to this.
Anyone have XP in Healthcare M&A?
Curious to hear others' experience in Healthcare M&A - particularly if you have experience workin in a hospital network, operator, physician practice rollup PE firm, etc. I'm a 1st Year Associate at a large hospital network. Not coming from a healthcare background it's been interesting but also...
BIWS RE modeling course compared to real life?
Curious to hear others thoughts here. For those of you who have taken the BIWS RE modeling course, would you say they’re comparable to real life models? Other than some of the preset market assumptions and leasing activity BIWS gives you in each case study, how do you think they compare?
Special Purpose Acquisition Company modelization
With the increase in popularity with SPACs instrument during the last year, what is the best way to model them? SPACs are listed instrument but issues come with the short historical data from them. It comes from the very nature of the product where SPACs generally survive for a maximum of 2 years...
To those Working in Financial Modelling, what exactly do you ?
Currently looking for various fields I would prefer to be employed in. One of the fields I have started adoring is Financial Modelling. However, I am yet to have a complete clarity on it. All I know is that one makes models to describe characteristics of a security. I've always loved academia...
Use Pre-Sales proceeds to expense Capex?
What does it mean to "Use Pre-Sales proceeds to expense Capex?" I'm new to financial modeling and was doing an exercise on a residential development. I have items such as Revenues, Opex, Construction costs. Summed up in Total Inflows, Total Outflows and Net (Un)levered Cashflow.
Accounting > > ER
Hey, looking for (1) advice as to how can I position my accounting job so it could be somehow useful for ER profile when the time comes. I am learning SAP FICO module and will work with the same within the next 3 months (placement started). Also, am targeting tech companies and e-commerce so as to...
Selling CFI's FMVA and Banking & Credit Analyst Courses for Dirt Cheap!
I decided it'll be more helpful for me to focus more attention on REFM since now I plan to go into REPE rather than IB.
Real Estate Private Equity Modeling Test (Analyst)
I know there are a lot of forums about what to expect in a REPE modeling test, but I am unsure which positions these tests are for. I have a take-home modeling test for an entry position - Acquisitions/Asset Management Analyst role with a REPE firm that invests primarily in office (life sciences)...
Learning Project Finance Modeling vs CFA L1
I've been trying to break into project finance and would like your guys' input. A lot of positions I've seen online (both in project finance and infra PE) say the CFA is a nice to have, so I signed up to take L1 this December (whether that actually happens is another story). However, as we all know,...
Startup valuation
Hi, everyone! I have a question regarding how Venture Capitalists value startups. As I am starting to prepare myself for entering VC, I want to know more about startup valuation. I assume DCF models will be useless, so how are venture capitalists doing it? Is it through comps valuation or precedent...
Is this regression useful or junk
This summer instead of taking classes I've used a good majority of my time doing my own things and continued to build on my website. I started working on building regression analysis in SAS using a dependent variable of either P/TBV, P/FCF or EV/EBITDA and trying to predict those by way of operating...
Best HF Modeling / Case Study Prep
Context: I'm an analyst at a BB starting their second year. I'm trying to recruit to a HF and have had good communications so far with recruiters, quick response rates, and a few potential interviews coming (already completed a first round for one). From a market / idea generation perspective, I've...
REPE modeling tutor
Looking for a tutor to do a few one on one sessions with me via zoom to review case studies and give basic overview of REPE modeling basics. Any resources for live tutoring? Or anybody on this forum interested? I have done online self paced courses.
Financial Modeling Preparation For Internship at Elite Boutique MM Shop
Hi all, I'm a rising junior at a non target school. Next summer I'm set to intern at an "elite boutique" tech IB group. Currently, I have my basic modeling skills down-pat from interview preparation, my current boutique IB internship (which is mostly simple waterfall and DCF models), and outside...
MF Investing: Converting LIHTC to Market - excel model
Does anyone have an example of a model for converting LIHTC units to market? Any insight on this space would be greatly appreciated
What is your go-to model format (visual)? My models all look terrible
I always struggle formatting models that I create from scratch. I don't have any issues building the model itself, but it always ends up visually looking bad. Does anyone have any good model formats they can share? Screenshots (or excel files) would work... I'm just looking for how to make shit look...
Shake Shock Model Review! Balance sheet not balancing.
Hey Guys, i build this model and it don't seem to be balancing, can you guys give it a go please, thanks!
How do I forecast Operating Lease Assets and Liabilities on the Balance Sheet?
Hey guys, Ever since the FASB has made it mandatory to report Operating Lease Assets and Liabilities on the Balance Sheet, I've not been sure how to forecast it reasonably. I understand that you can find the PV of Lease Payments and subtract interest expense for liabilities, or subtract depreciation...
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