This course provides the financial professional with detailed tutorials on how to customize the provided Excel Financial Forecast Model and Valuation Model templates as well as how to construct the formal Capital Plan and Valuation Report provided in Part I of this course.

The Excel spreadsheet tutorials review each tab in detail and explain the logic and functions of each “engine.” The valuation and financial models are linked so any changes to the market-based assumptions in the financial model “flows” through to the valuation. The initial valuation is analyzed to determine if the valuation is “in balance” and if “out of balance,” steps are taken to create a “balanced investment.”