Master Valuation Techniques That Actually Work in Practice
Financial analysis has changed quite a bit over the past few years. What worked in 2020 doesn't always hold up today. Our approach focuses on real-world application of DCF models, comparable analysis, and precedent transactions that you'll actually use when you're sitting across from a CFO or reviewing a potential acquisition.
Explore Our Approach
Three Core Skills We Build From Ground Up
Most courses throw theory at you. We start with what you'll encounter on day one and work backward to understand why certain methods exist.
Discounted Cash Flow Modeling
You'll build DCF models that stand up to scrutiny. We cover WACC calculation, terminal value estimation, and sensitivity analysis through actual company scenarios from different sectors.
Comparable Company Analysis
Finding the right peer group matters more than people think. Learn how to identify truly comparable companies, adjust for differences in capital structure, and present findings that make sense to stakeholders.
Precedent Transaction Method
Historical deals provide context, but only when you understand what drove the multiples. We examine real M&A transactions and break down control premiums, synergies, and market timing effects.
How We Structure the Learning
The curriculum runs September 2025 through March 2026. Each month tackles specific valuation challenges you're likely to face.
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Case-Based Learning
Instead of textbook examples, you'll work through actual valuation projects. Some are from public filings, others are anonymized client work. The point is dealing with messy data and ambiguous situations.
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Industry-Specific Nuances
Valuing a SaaS company differs from valuing a manufacturing firm or a financial institution. We dedicate time to sector-specific considerations and what adjustments you need to make.
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Excel and Tool Proficiency
You'll get comfortable with financial modeling in Excel, including shortcuts and error-checking methods. We also cover Bloomberg Terminal basics and CapIQ navigation for those who have access.
Four Phases That Build On Each Other
This isn't a sprint. Each phase prepares you for the next level of complexity in valuation work.
Foundation Quarter
We establish baseline knowledge in financial statement analysis, time value of money concepts, and basic corporate finance principles that underpin all valuation work.
Core Methods Quarter
Deep work on DCF, comparables, and precedent transactions. This is where most of your time goes because these methods form the backbone of professional valuation practice.
Advanced Applications
LBO modeling, option pricing models, and specialized situations like distressed company valuation or early-stage venture valuation where traditional methods need adaptation.
Integration Project
You'll complete a comprehensive valuation report on a company of your choosing, incorporating multiple methods and presenting defensible conclusions supported by your analysis.
I came in with decent Excel skills but limited understanding of how to actually value a business. The case studies made everything click. When I started applying these methods at work, my director noticed the difference in how I approached analysis. It's been about eight months since I finished, and I still reference the materials regularly.
Next Cohort Starts September 2025
We keep groups small, around 18-22 participants, because valuation work benefits from discussion and peer review. You'll spend roughly 8-12 hours per week on coursework, case analysis, and model building.
The program works best for people already in finance roles or recent graduates looking to deepen their analytical capabilities. You should be comfortable with basic accounting and have intermediate Excel proficiency going in.
- Six-month structured curriculum with monthly focus areas
- Access to case library and model templates for ongoing reference
- Optional office hours with instructors who've worked in investment banking and corporate development
- Peer review sessions where you critique each other's valuation work