Valuation Summary Template

A free plug-and-play template to present your Valuation Summary

Author: Matthew Retzloff
Matthew Retzloff
Matthew Retzloff
Investment Banking | Corporate Development

Matthew started his finance career working as an investment banking analyst for Falcon Capital Partners, a healthcare IT boutique, before moving on to work for Raymond James Financial, Inc in their specialty finance coverage group in Atlanta. Matthew then started in a role in corporate development at Babcock & Wilcox before moving to a corporate development associate role with Caesars Entertainment Corporation where he currently is. Matthew provides support to Caesars' M&A processes including evaluating inbound teasers/CIMs to identify possible acquisition targets, due diligence, constructing financial models, corporate valuation, and interacting with potential acquisition targets.

Matthew has a Bachelor of Science in Accounting and Business Administration and a Bachelor of Arts in German from University of North Carolina.

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Reviewed By: Josh Pupkin
Josh Pupkin
Josh Pupkin
Private Equity | Investment Banking

Josh has extensive experience private equity, business development, and investment banking. Josh started his career working as an investment banking analyst for Barclays before transitioning to a private equity role Neuberger Berman. Currently, Josh is an Associate in the Strategic Finance Group of Accordion Partners, a management consulting firm which advises on, executes, and implements value creation initiatives and 100 day plans for Private Equity-backed companies and their financial sponsors.

Josh graduated Magna Cum Laude from the University of Maryland, College Park with a Bachelor of Science in Finance and is currently an MBA candidate at Duke University Fuqua School of Business with a concentration in Corporate Strategy.

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Last Updated:September 15, 2022

Download WSO's free Valuation Summary PowerPoint template below!

This template allows you to create your Valuation Summary slide as part of your overall strategy.

The template is plug-and-play, and you can enter your own text or numbers. The template also includes other slide pages for other elements of a financial model presentation. According to the WSO Dictionary,

"Valuation is the process of determining the current worth of an asset or a company; there are many techniques used to determine value."

A screenshot below gives you a sneak peek of the template.

Valuation Summary Template

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Attachment Size
Valuation Summary Template.ppt 1.57 MB 1.57 MB