M&A financial models are used to forecast the profits or losses, viability, pricing, and valuations of a potential merger or acquisition. In this self-study webinar, you will learn about the nature of transaction considerations and how to structure an M&A model in the most efficient way. You will also learn about:
- Assumptions and drivers required to build out the M&A model
- How to create a post-transaction balance sheet
- Business valuations in business combinations
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Different types of valuation models and how to apply them
To demonstrate to financial professionals how to properly organize and construct advanced financial M&A models in order to accurately forecast their company’s economic future.
SPEAKER:
Chade Lowe, CFA Senior Manager, EY
- Valuation Approaches & Techniques
- Nature of Transaction Considerations
- Deal Model Architecture
- Historical Financial Statement Analysis
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Financial Projections (PFI)
– P&L forecast
– Operating expenses
– Margin profile by revenue type
– Revenue profile
– Cost of goods sold
– Synergies
– Income taxes
– Balance sheet forecast - Benchmarking
- Post-Closing Accounting & Tax Considerations
• Understand basic M&A transaction types
• Identify key terms of financial statement analysis in M&A
• Identify approaches to valuing acquisitions
• Understand key aspects of post-closing tax considerations
• Understand cash flow statement items relevant to M&A
• Understand the concept of synergy in M&A
• Recognize types of intangible assets in post-closing accounting
• Identify considerations for cost forecasting in M&A
• Identify characteristics of revenue modeling
• Understand how to use multiples in valuation analysis
• Recognize debt service metrics in financial modeling
• Recognize ASC 805 implications in M&A
• Recognize key items in balance sheet forecasting
• Identify valuation techniques to terminal value calculations
• Understand the purpose of impairment testing in M&A accounting