We are excited to have you here and thank you for joining. This program is designed to guide you step by step through each module, giving you the tools, insights, and confidence to build your skills as you progress. Below you will find the following modules and live webinar schedule:
The Modeling Foundation: 6 Core Modules
These videos establish your technical base. These sessions are designed to set up your model so you are ready to work along during the live webinars.
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Financial Input: Learning the correct way to fill historical financials into a professional model.
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Projections: Creating dynamic revenue and expense drivers based on operational assumptions.
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Three Statement Integration: Connecting the Income Statement, Balance Sheet, and Cash Flow Statement.
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WACC and Terminal Value: Calculating the cost of capital and long term growth assumptions.
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DCF Architecture: Connecting the integrated model and valuation inputs into a functional DCF.
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Comparable Outlines: Building the structural shell for public and private deal analysis.
Live Case Study Webinars
Once the groundwork is set you gain access to all future live trainings. Each session is a deep dive into a real world valuation. We build DCFs from scratch and bridge public market comparables to understand how deals are priced.
What you get:
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Practical Skills: Master Excel mechanics and professional three statement modeling.
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Live Training: One hour technical webinars covering DCFs, Comps, and deal analysis. Ask as many questions as you want.
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The Webinar Vault: Immediate access to all past recordings and completed Excel models.
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Direct Access: Active participation in live Teams meetings to see how a Series 79 investment banking professional works.
New sessions are posted at the top of your dashboard. Finish the foundation and join us on the next webinar.
