•  Formatting the data, summarizing, and creating a presentable format
•  Manipulating Text and Numerical Data
•  Using Pivot Tables to Summarize Data

• Converting data into tabular format
• Identify high profit sales using conditional formatting
• Excel Best Practices

• Inputs/Assumptions Worksheet
• Preparing the 3 Financial Statements

• Preparing Depreciation & Amortization Schedule
• Preparing Debt Schedule
• Other Working Notes

• Understand the Business Model and Operating Model
• Modeling the Historical Statement
• Modeling Assumptions for Future Action

• Modeling Revenue Build-up – projecting the future revenues
• Modeling Cost Build-up – projecting the future cost
• Modeling the Asset Schedule
• Modeling the Depreciation Schedule – Book and Income Tax Depreciation
• Working Capital and Term Loan Modelling – Debt Infusion
• Equity Modelling – Equity Infusion

• WACC and Cost of Equity Analysis
• Performing Valuation using DCF

• Performing Sensitivity/Scenario Analysis
• Comparing the Valuation Summary using Different Parameters

• Concept of Business Combinations

• Types of Business Combinations:
• Mergers
• Acquisitions
• Joint Ventures
• Special Purpose Vehicles
• Slump Sale
• Franchise Arrangements
• Consortiums
• Public Private Partnerships

Motives of Mergers & Acquisitions

Types of Mergers & Acquisitions:

•  Horizontal Mergers
•  Vertical Mergers

 Friendly Acquisitions & Hostile Acquisitions

Structures of Acquisitions:

• Cash Buy Out
• Swaps
• Hybrid deals

Funding Considerations:

• Leveraged Buy Outs

Valuation Mechanism:

• Valuation of listed companies
• Valuation of unlisted companies ( DCF method)

Due Diligence:

•  Valuation of listed companies
•  Valuation of unlisted companies ( DCF method)

Nuances of Shareholder’s Agreements & Share Purchase Agreements