Introduction
Valuation is a critical capability for mergers, acquisitions, strategic planning, and investment appraisal. This course takes participants deeper into advanced valuation techniques, including market-based, income-based, and asset-based approaches. Learners gain the ability to apply valuation insights to corporate strategy, deal structuring, and financial negotiations.
Course Objectives
- Master advanced valuation methodologies.
- Conduct comprehensive valuation analyses using multiple models.
- Integrate valuation results into corporate strategic decisions.
- Assess market conditions and risk dynamics affecting valuation.
- Communicate valuation outcomes confidently and persuasively.
Target Audience
- Investment analysts and corporate finance professionals.
- M&A teams and financial consultants.
- Senior finance managers and strategic planners.
- Valuation practitioners.
- Anyone involved in financial deal evaluation.
Course Outline
- 5 Sections
- 0 Lessons
- 5 Days
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- Day 1: Foundations of Business Valuation• Purpose and applications of valuation.
• Types of valuation approaches and when they apply.
• Industry analysis and competitor evaluation.
• Understanding value drivers.
• T&T: Valuation checklists, industry analysis frameworks.0 - Day 2: Income-Based Valuation• Advanced DCF modelling.
• Forecasting cash flows with strategic context.
• Adjusting discount rates using CAPM and risk premiums.
• Terminal value mastery.
• T&T: DCF templates, CAPM calculators.0 - Day 3: Market & Transaction-Based Valuation• Using multiples (EV/EBITDA, P/E, revenue multiples).
• Identifying appropriate comparables.
• Interpreting transaction values and deal premiums.
• Case study: Market multiples in volatile industries.
• T&T: Comparable company screens, multiples matrix tools.0 - Day 4: Asset-Based & Special Situation Valuation• Valuing tangible and intangible assets.
• Distressed company valuation.
• Option-based valuation (real options).
• Strategic adjustments for control, synergy, and liquidity.
• T&T: Asset valuation worksheets, real option calculators.0 - Day 5: Valuation in Strategy & Negotiations• Using valuation outcomes in acquisitions, mergers, and divestitures.
• Structuring deals and purchase agreements.
• Presenting valuation reports to executives and investors.
• Group project: Full company valuation and strategy pitch.
• T&T: Deal structuring models, valuation presentation templates.0
Instructor
Lessons:
