Business Valuation Techniques and Excel Dashboards and Data Visualisation

Business Valuation Techniques and Excel Dashboards and Data Visualisation

Using the three main methods, comps, precedents and DCF Analysis, the material in this module will provide you with the skills you need to perform a detailed business valuation.

comps, precedents and DCF Analysis, the material in this module will provide you with the skills you need to perform a detailed business valuation.

‘It’s all in the detail’

Course description part 1 – Business Valuation Techniques

Perform a detailed business valuation

This module is invaluable to those who are in need of a detailed, step-by-step explanation of how to value a company based on comparable companies, a Discounted Cash Flow Model as well as past M&A transactions.

Section 1 – Valuation using equity multiples

In this section, we examine how various equity multiples are calculated and learn the drivers of equity multiples.  We also value a business using equity multiples.  This section incorporates sophisticated navigation and search tools that enable you to work at your own pace with pop quizzes that test what you have just learnt.

You will also learn how to:

  • Analyse and calculate valuation multiples
  • Understand the drivers of equity multiples
  • Value a company using equity multiples from precedent transactions and comparable public companies

Section 2 – Valuation using EV multiples

In this section, you will learn how to calculate various enterprise value multiples, understand the drivers of such multiples as well as value a business using EV multiples.  This section also includes two hands-on case studies and solutions and a PDF valuation reference guide that can also be downloaded for future reference.

You will also learn how to:

  • Calculate various enterprise value multiples
  • Grasp the drivers of EV multiples
  • Value a business using enterprise value multiples

Section 3 – How to value a business using discounted cash flows

In this section you will learn how to value a business using discounted cash flow techniques.  This section also includes two Excel-based case studies and solutions and a PDF valuation reference guide that can be downloaded for future reference.

You will also learn how to:

  • Value a business using a two-stage DCF valuation model
  • Calculate free cash flow to equity and to the firm
  • Pinpoint what DCF discount rate to use

Section 4 – How to determine the cost of capital

In this section you will learn how to calculate the cost of equity, cost of debt as well as the weighted average cost of capital (WACC).  This section also includes two hands-on case studies and solutions and a PDF valuation reference guide that can be downloaded for future reference.

You will also learn how to:

  • Calculate the cost of equity funding
  • Calculate the cost of debt funding
  • Calculate a company’s weighted average cost of capital (WACC).

Using the three main methods, comps, precedents and DCF Analysis, the material in this module will provide you with the skills you need to perform a detailed business valuation.

Course curriculum

  • Introduction

Downloadable files

Table of contents

Learning objectives

Why perform business valuation?

Art vs. science

Overview of valuation methods

 

  • Equity Value vs. Enterprise Value

Equity value vs. enterprise value

Terminology

Net debt defined

Exercise template

Enterprise value and equity value calculations

 

  • Valuation Multiples

Introduction to multiples

Allocating cash flow by investor type

EV/Revenue multiple

EV/EBITDA and EV/EBIT multiples

EV/Capital Employed and ROCE

Free Cash Flow

Price-Earnings (P/E) ratio

Price-Book (P/B) ratio

Price-Cash Flow (P/CF) ratio

When to use each type of multiple

Valuation multiples and ratios summary

Using the three main methods, comps, precedents and DCF Analysis, the material in this module will provide you with the skills you need to perform a detailed business valuation.

  • Comparable Company Analysis (Comps)

Pros and cons of comparable company anlysis

Steps for performing comps analysis

Selecting a comps universe

Exercise template

Comps table calculations

 

  • Precedent M&A Transactions (Precedents)

Pros and cons of M&A precedents

Example precedent transaction

Steps in performing precedent analysis

Selecting M&A transactions

Exercise template

Precedent transactions calculations

 

  • Discounted Cash Flow (DCF) Analysis

Pros and cons of DCF analysis

Gathering information

Comprehensive analysis

PEST and Porter’s 5 Forces

Competitive advantage and lifecycle analysis

Assessing management

SWOT analysis

Determining assumptions

Building the cash flow model

Free Cash Flow to the Firm (FCFF)

Exercise download

Dates and timeline for the model

Calculating free cash flow to the firm

Terminal value calculation

XNPV calculation

XIRR calculation

 

  • Weighted Average Cost of Capital (WACC)

Introduction to WACC

Factors affecting the cost of equity

Capital Asset Pricing Model (CAPM)

Beta

WACC formula

Exercise download

WACC and Beta calculations

 

  • Presentation of results

Analysis and presentation of results

Exercise download

Overview of the Football Field Chart

Calculating comps values for the chart

Calculating precedents values for the chart

Final data for the Football Field

Building and formatting the chart

Using the three main methods, comps, precedents and DCF Analysis, the material in this module will provide you with the skills you need to perform a detailed business valuation.

  • Conclusion

Download completed valuation analysis model

Recap of learning objectives

Final thoughts

 

Using the three main methods, comps, precedents and DCF Analysis, the material in this module will provide you with the skills you need to perform a detailed business valuation.

 

Course description part 2 – Excel Dashboards and Data Visualisation

Build a custom Excel dashboard

In this section you will learn how to build a custom Excel dashboard using professional data visualisation techniques.  Upon completion of this section you will have gained an in-depth understanding of how to present a story using data, graphs, charts and other visual elements.

 

Who benefits from studying this module?

If you are a financial analyst working in corporate finance this Excel dashboards module is definitely for you.   A number of elements are covered in this module including financial planning & Analysis (FP&A), equity research, corporate development and investment banking.

What will I learn from this module?

All you need to know about the most critical data visualisation techniques including:

  • How to focus attention
  • Using white space effectively
  • How to tell a story using data
  • Narrative techniques
  • Various visual elements
  • How to use affordances
  • Storyboarding techniques

This module also covers how to create a dashboard in Excel.  The main dashboard topics include:

  • Page layout and design
  • Line charts
  • Design charts
  • Column and bar charts
  • Gauge charts
  • Design and formatting techniques

This online module also includes:

  • Step-by-step instructions
  • Excel dashboard techniques
  • Formatting and design tips
  • Downloadable Excel dashboard templates

 

Course curriculum

  • Introduction

Course outline

Downloadable files

Course objectives

Prerequisites

 

  • Data Visualization Overview

Data visualization overview

Know your audience

Context

Tailor your message

The big idea

Storyboarding

Quiz

 

  • Visuals

Introduction

Text and tables

Scatter plot vs. line chart

Bar and column charts

Combination charts

Waterfall, tornado, and gauge charts

What not to do

Exercise – formatting and optimizing a chart

Exercise – solution and demonstration

Quiz

 

  • Focussing attention

Focusing attention

Pre-attentive attributes

Colour

Enclosure

Shape

Other attributes

 

  • Storytelling

Storytelling

Beginning

Middle

End

Narrative structure

Repetition

Repetition tactics

 

  • Dashboards

Dashboards introduction

Why dashboards?

Executive decision making

Dashboard making process

Setting page orientation and print area

Making sections

Building a two series line chart

Building an area chart

Building a column and marker chart

Gauge charts – data setup

Gauge charts – doughnut

Gauge charts – pie

Creating multiple gauge charts

Final product

 

  • Conclusion

Key concepts

More financial analyst training

 

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