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Beacon FinTrain

Provides an array of professional business and financial training services that stem from improving a corporate's treasury workflow —all the way to efficient, finance training programs.

Course Overview

The fair value of a company or an asset can be calculated quantitatively using the valuation process. A variety of approaches and strategies can be used to determine the worth of a product. Companies' earnings and economic events can have an immediate impact on valuations, forcing analysts to revise their models. Choosing the best financial investment valuation model can be difficult depending on the procedure. In this workshop will explain what you need to know about investment valuation and calculation.

Learning Outcome

Explain both private Equity and venture Capital.

Identify the Time Value of Money (TMV) method.

Evaluate Capital Budgeting Techniques (Payback Period, Net Present Value, Internal Rate of Return).

Determine how DCF Valuation compares to multiples Trading Analysis.

Classify the pros and cons of each valuation technique.

Design a DCF valuation model (optimized for presentation and printing).

Course Outline

  • Differentiate between Venture Capital (VC) and Private Equity
  • Why invest in Private Equity?

  • Time Value of Money (TMV)
  • Reason for TMV
  • Interest Rate (simple and compounded)
  • Concept and application of Future Value FV and Present Value PV

  • Identifying capital budgeting
  • Net Present Value (NPV)
  • Internal Rate of Return (IRR)
  • Payback Period (PBP)

  • Cost Approach
  • Market Approach (Multiples Value)
  • P/E
  • P/BV
  • EV/EBITDA
  • Advantages and disadvantages of Market approach
  • Discounted Cash Flow (Intrinsic Value)
  • Equity Value Vs. Enterprise Value
  • Valuation Terminologies
  • Net Asset Value (NAV)

  • Understand Cash flow and Free cash flow concepts
  • Steps in DCF Analysis
  • Calculating the terminal value (TV) using multiple methods
  • Free cash flow to Firm FCFF
  • Free cash flow to Equity FCFE
  • Discounted cash Flow
  • Design a DCF Valuation Model (optimized for presentation and printing)
  • Design and build a dashboard for stakeholders using one and two-dimensional data tables to illustrate the model’s sensitivity to critical valuation inputs.

Who Should Attend

Anyone working in valuation, including investment banking, equity research, private equity, and corporate development=Investment Risk Analysts/Managers=Credit Analysts/Managers=Corporate RMs=Risk Managers=Project Finance Modelers