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FINANCE ACCOUNTING   

Company Valuation and Financial Modeling Training

Hands-on Company Valuation & Financial Modeling Masterclass

Build practical skills in company valuation, financial modeling, business forecasting, and investment analysis. Learn through real-world case studies to build financial models, value businesses, and support finance decisions.

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Course Overview
  

Course Overview

Company valuation and financial modeling are essential skills for finance professionals involved in investment analysis, mergers and acquisitions, corporate finance, equity research, financial planning, and strategic decision-making. Organizations rely on accurate valuation models to estimate business worth, evaluate investment opportunities, forecast financial performance, and support acquisitions, fundraising, and business expansion. Mastering financial modeling techniques enables professionals to transform financial data into meaningful insights that drive informed business decisions.

The Company Valuation and Financial Modeling Training by myTectra is a comprehensive instructor-led program designed to provide participants with practical expertise in business valuation methodologies, financial statement analysis, forecasting, and advanced Microsoft Excel financial modeling. The course covers valuation frameworks, business model analysis, three-statement financial modeling, Discounted Cash Flow (DCF) valuation, comparable company analysis, precedent transactions, sensitivity analysis, investment evaluation, and executive reporting using real-world business case studies.

Through hands-on Excel workshops, valuation exercises, financial forecasting projects, industry case studies, and a comprehensive capstone project, participants will develop the practical skills required to build professional financial models, estimate company value, analyze investments, and deliver data-driven recommendations for corporate finance and investment decisions.

Course Objectives

Upon successful completion of this training, participants will be able to:

  • Understand the principles and methodologies of company valuation.
  • Analyze business models and financial statements for valuation purposes.
  • Build integrated three-statement financial models using Microsoft Excel.
  • Forecast revenues, expenses, cash flows, and business performance.
  • Perform Discounted Cash Flow (DCF) valuation with confidence.
  • Apply comparable company and precedent transaction valuation methods.
  • Conduct sensitivity and scenario analysis to assess valuation assumptions.
  • Evaluate investment opportunities using financial modeling techniques.
  • Prepare executive-ready valuation reports and financial dashboards.
  • Support strategic business decisions through professional financial analysis.

Prerequisites

Recommended:

  • Basic understanding of accounting and finance concepts
  • Familiarity with financial statements
  • Basic Microsoft Excel knowledge
  • Interest in corporate finance, investment banking, or financial analysis

No prior valuation or financial modeling experience is required.

Target Audience

This course is ideal for:

  • Financial Analysts
  • Investment Banking Analysts
  • Equity Research Analysts
  • Corporate Finance Professionals
  • FP&A Professionals
  • Valuation Analysts
  • Financial Consultants
  • Chartered Accountants
  • Finance Managers
  • Business Analysts
  • Investment Professionals
  • MBA Finance Students
  • Commerce Graduates
  • Entrepreneurs
  • Professionals aspiring to careers in valuation and financial modeling

Training Methodology

  • Instructor-Led Interactive Sessions
  • Hands-on Microsoft Excel Workshops
  • Financial Modeling Labs
  • Company Valuation Exercises
  • Real-World Business Case Studies
  • Investment Analysis Simulations
  • Group Discussions and Knowledge Sharing
  • Capstone Financial Modeling Project
  • Assessments and Practical Assignments
  • Interactive Question-and-Answer Sessions

Tools Covered

  • Microsoft Excel
  • Financial Modeling Templates
  • Three-Statement Financial Models
  • Discounted Cash Flow (DCF) Models
  • Comparable Company Analysis Templates
  • Precedent Transaction Analysis Models
  • Sensitivity and Scenario Analysis Tools
  • PivotTables and Financial Dashboards
  • Investment Analysis Templates
  • Executive Financial Reporting Frameworks

Key Benefits

  • Master financial modeling with practical Microsoft Excel techniques.
  • Build accurate company valuation models using industry best practices.
  • Learn DCF, comparable company, and transaction valuation methods.
  • Forecast financial statements for strategic business planning confidently.
  • Perform investment analysis using professional valuation techniques.
  • Develop executive-ready financial reports and interactive dashboards.
  • Strengthen corporate finance and investment decision-making capabilities.
  • Apply valuation concepts through realistic business case studies.
  • Gain practical expertise in M&A and financial modeling fundamentals.
  • Develop career-ready skills for valuation, FP&A, and investment banking roles.
  

Course Outcomes

After completing this course, participants will be able to:

Build integrated financial models using Excel practices.
Build integrated financial models using Excel practices.
Perform company valuation using DCF valuation methods.
Perform company valuation using DCF valuation methods.
Forecast financial statements with business assumptions.
Forecast financial statements with business assumptions.
Analyze financial performance through ratio analysis.
Analyze financial performance through ratio analysis.
Calculate enterprise and equity value for investments.
Calculate enterprise and equity value for investments.
Conduct scenario analysis evaluating valuation risks.
Conduct scenario analysis evaluating valuation risks.
Support M&A decisions using valuation models.
Support M&A decisions using valuation models.
Create executive dashboards and financial reports.
Create executive dashboards and financial reports.
Apply financial modeling to corporate finance cases.
Apply financial modeling to corporate finance cases.
Develop job-ready valuation & financial modeling expertise.
Develop job-ready valuation & financial modeling expertise.
  

Course Outline

Module 1: Introduction to Company Valuation and Financial Modeling

Topics Covered

  • Introduction to Company Valuation
  • Purpose of Financial Modeling
  • Role of Valuation in Corporate Finance
  • Investment Decision-Making
  • Types of Valuation Models
  • Intrinsic vs Relative Valuation
  • Enterprise Value vs Equity Value
  • Valuation Process Overview
  • Career Opportunities in Valuation
  • Financial Modeling Best Practices

Practical Exercises

  • Understand valuation objectives
  • Review valuation frameworks
  • Analyze business valuation examples
  • Explore financial modeling applications
Module 2: Valuation Framework and Business Analysis

Topics Covered

  • Valuation Framework
  • Business Model Analysis
  • Industry Analysis
  • Competitive Positioning
  • SWOT Analysis
  • Value Drivers
  • Revenue Drivers
  • Cost Drivers
  • Business Risk Assessment
  • Growth Strategy Evaluation

Practical Workshops

Analyze:

  • Business models
  • Industry dynamics
  • Competitive landscape
  • Value creation drivers
Module 3: Understanding Financial Statements

Topics Covered

  • Income Statement
  • Balance Sheet
  • Cash Flow Statement
  • Statement Linkages
  • Accounting Adjustments
  • Financial Reporting Standards
  • Revenue Recognition
  • Expense Classification
  • Capital Structure
  • Financial Statement Quality

Practical Workshops

Interpret:

  • Financial statements
  • Accounting relationships
  • Business performance
  • Financial reporting quality
Module 4: Financial Statement Analysis

Topics Covered

  • Ratio Analysis
  • Profitability Ratios
  • Liquidity Ratios
  • Efficiency Ratios
  • Solvency Ratios
  • Trend Analysis
  • Common-Size Statements
  • DuPont Analysis
  • Business Performance Evaluation
  • Financial Benchmarking

Practical Workshops

Prepare:

  • Financial ratio reports
  • Performance analysis
  • Benchmark comparisons
  • Executive summaries
Module 5: Financial Forecasting and Three-Statement Modeling

Topics Covered

  • Revenue Forecasting
  • Cost Forecasting
  • Working Capital Forecasting
  • Capital Expenditure Forecasting
  • Depreciation Forecasting
  • Debt Schedule
  • Income Statement Forecast
  • Balance Sheet Forecast
  • Cash Flow Statement Forecast
  • Three-Statement Integration

Practical Workshops

Develop:

  • Forecast assumptions
  • Three-statement financial model
  • Integrated financial statements
  • Financial projections
Module 6: Microsoft Excel for Financial Modeling

Topics Covered

  • Excel Modeling Standards
  • Financial Functions
  • Dynamic Formulas
  • Lookup Functions
  • Named Ranges
  • Data Validation
  • Scenario Manager
  • Sensitivity Tables
  • Charts and Dashboards
  • Model Auditing

Practical Workshops

Build:

  • Financial model templates
  • Dynamic forecasting models
  • Interactive dashboards
  • Automated financial reports
Module 7: Discounted Cash Flow (DCF) Valuation

Topics Covered

  • Free Cash Flow
  • Weighted Average Cost of Capital (WACC)
  • Cost of Equity
  • Cost of Debt
  • Terminal Value
  • Discount Factors
  • Enterprise Value
  • Equity Value
  • DCF Assumptions
  • Valuation Interpretation

Practical Workshops

Calculate:

  • Free cash flow
  • WACC
  • Enterprise valuation
  • DCF valuation model
Module 8: Comparable Company and Precedent Transaction Analysis

Topics Covered

  • Relative Valuation
  • Comparable Company Analysis
  • Trading Multiples
  • EV/EBITDA
  • Price-to-Earnings Ratio
  • EV/Sales
  • Precedent Transactions
  • Transaction Multiples
  • Comparable Company Selection
  • Valuation Summary

Practical Workshops

Perform:

  • Comparable company analysis
  • Multiple-based valuation
  • Transaction analysis
  • Valuation comparison
Module 9: Sensitivity and Scenario Analysis

Topics Covered

  • Introduction to Sensitivity Analysis
  • Scenario Planning Techniques
  • Best-Case, Base-Case, and Worst-Case Analysis
  • One-Way and Two-Way Data Tables
  • Tornado Charts
  • Key Value Driver Analysis
  • Assumption Testing
  • Model Stress Testing
  • Risk Assessment
  • Decision Support Using Scenario Analysis

Practical Workshops

Develop:

  • Sensitivity models
  • Scenario analysis reports
  • Risk assessment dashboards
  • Decision support worksheets
Module 10: Advanced Financial Modeling Techniques

Topics Covered

  • Dynamic Financial Models
  • Circular References and Iterative Calculations
  • Debt and Interest Schedules
  • Revolving Credit Facility Modeling
  • Supporting Schedules
  • Error Checking and Model Validation
  • Model Optimization Techniques
  • Dashboard Integration
  • Financial Model Documentation
  • Spreadsheet Best Practices

Practical Workshops

Build:

  • Dynamic financial models
  • Supporting schedules
  • Error-free valuation models
  • Interactive dashboards
Module 11: Mergers and Acquisitions (M&A) Valuation

Topics Covered

  • Introduction to M&A Transactions
  • Acquisition Valuation
  • Purchase Price Allocation (PPA)
  • Synergy Valuation
  • Goodwill Calculation
  • Accretion and Dilution Analysis
  • Transaction Structures
  • Due Diligence Process
  • Post-Merger Integration Overview
  • M&A Case Studies

Practical Workshops

Prepare:

  • Acquisition valuation models
  • Purchase price allocation
  • Synergy calculations
  • M&A financial reports
Module 12: Leveraged Buyout (LBO) Modeling Fundamentals

Topics Covered

  • Introduction to Leveraged Buyouts
  • Capital Structure Design
  • Sources and Uses of Funds
  • Debt Financing Structure
  • Cash Flow Modeling
  • Debt Repayment Schedule
  • Exit Valuation
  • Internal Rate of Return (IRR)
  • Investor Return Analysis
  • LBO Case Study

Practical Workshops

Develop:

  • LBO models
  • Debt schedules
  • Exit analysis
  • Investor return calculations
Module 13: Investment Analysis and Equity Research

Topics Covered

  • Equity Research Process
  • Company Screening Techniques
  • Industry Research
  • Competitive Analysis
  • Business Risk Assessment
  • Growth Opportunity Analysis
  • Financial Health Evaluation
  • Investment Recommendation Framework
  • Equity Research Report Preparation
  • Analyst Best Practices

Practical Workshops

Create:

  • Equity research reports
  • Company screening models
  • Investment recommendations
  • Financial analysis summaries
Module 14: Executive Reporting and Financial Dashboards

Topics Covered

  • Executive Financial Reporting
  • Investment Presentation Preparation
  • Valuation Summary Reports
  • Financial Dashboard Design
  • KPI Reporting
  • Data Visualization Techniques
  • Interactive Charts
  • Board-Level Reporting
  • Stakeholder Communication
  • Presentation Best Practices

Practical Workshops

Develop:

  • Executive dashboards
  • Board-ready presentations
  • KPI reports
  • Financial summary reports
Module 15: Real-World Company Valuation Case Studies

Topics Covered

  • Technology Company Valuation
  • Manufacturing Company Valuation
  • Retail Business Valuation
  • Banking and Financial Services Valuation
  • Startup Valuation
  • Private Company Valuation
  • Public Company Valuation
  • Cross-Industry Comparisons
  • Investment Decision Case Studies
  • Industry Best Practices

Practical Workshops

Analyze:

  • Industry valuation cases
  • Financial modeling scenarios
  • Investment evaluations
  • Executive recommendations
Module 16: Capstone Project – End-to-End Company Valuation and Financial Modeling

Comprehensive Financial Modeling Project

Participants will:

  • Analyze a company's business model and historical financial statements.
  • Build a fully integrated three-statement financial model in Microsoft Excel.
  • Forecast revenue, expenses, capital expenditure, working capital, and cash flows.
  • Calculate WACC and perform a complete Discounted Cash Flow (DCF) valuation.
  • Conduct comparable company and precedent transaction analyses.
  • Perform sensitivity and scenario analysis for key valuation assumptions.
  • Prepare executive dashboards and board-ready valuation reports.
  • Evaluate acquisition and investment opportunities using financial models.
  • Present professional investment recommendations supported by financial analysis.
  • Deliver a complete end-to-end company valuation and financial modeling solution.

Join the Course Now!
  

Clients Testimonials

Hear what our learners say about myTectra!

Building valuation models always felt intimidating until I attended this program. The trainer broke down DCF, financial forecasting, and comparable company analysis into manageable steps, with plenty of Excel practice. I now have much more confidence creating financial models for investment evaluations and client presentations.
Rohit Mehta
Financial Analyst
The biggest strength of this course was its practical approach. Instead of focusing only on formulas, every module explained why each assumption matters in a valuation model. The three-statement modeling exercises and sensitivity analysis were directly relevant to the work I handle in corporate finance. myTectra delivered a well-structured and highly useful program.
Aishwarya Iyer
Corporate Finance Associate
This training helped me improve both my technical skills and my understanding of business valuation. The sessions on DCF valuation, ratio analysis, and financial statement forecasting were detailed without becoming overwhelming. The case studies reflected real industry scenarios, making it easier to apply the concepts in my research assignments.
Siva kanya D
Equity Research Associate
I was looking for a course that combined financial modeling with valuation instead of treating them as separate topics, and this program met that expectation. The Excel workshops, forecasting techniques, and end-to-end valuation project gave me practical experience that I could immediately use in my day-to-day analysis. It was one of the most worthwhile finance trainings I've attended through myTectra.
Rohan Desai
Investment Analyst

Why Choose Us?

Discover key features that set our training apart.

Expert-Led Training

Learn from certified instructors with real-world industry experience.

Hands-On Learning

Practical assignments and projects to build job-ready skills.

Globally Recognized Certificate

Earn a professional certificate to boost your career opportunities.

FAQ's

What is the duration of this course?

The total course duration is 40 hours delivered via instructor-led sessions and practical labs.

Will I get placement assistance?

myTectra is providing 100% placement assistance on our key courses. We help you with the career counselling, Exams on Key courses, Mock Interviews and Technical Interviews Tips.

Landing an interview proves that you have the job-specific skills for the position, but how do your interview skills stack up? Also, Soft skills are often the most important factor in showing you're the best candidate for the job.

Hence we are conducting FREE TRAINING on Soft-Skills worth Rs-25, 000 to all myTectra students which will help you to attend the interviews with more confidence.

What if I miss a class?

You will never miss a lecture at myTectra. You can choose either of the two options:

Classroom Training:

  • If you miss one or few classes we can give a backup class based on trainer and your convenient time. 
  • In case if you miss many classes, we can reschedule your class with upcoming batches or other running batches based on how many courses topics you have completed so far.

Live-Online Training:

  • View the recorded session of the class available in your LMS.
  • You can attend the missed session, in any other live batch.
Can I attend a demo session before enrollment?

Yes. We arrange a free demo for all the courses either in the Classroom or Live-Online demo. Please fill the demo request form below to schedule a free demo.

What if I have more queries?

Just give us a CALL at +918047112411 OR email at support@mytectra.com

What are the payment options?

Payments can be made using any of the following options and a receipt of the same will be issued to you automatically via email for both classroom training and Online training.

  • Visa Debit/Credit Card
  • American Express and Diners Club Card
  • Master Card
  • PayPal
  • Net Banking/Wire Transfer
  • UPI Payment such as Google Pay, PhonePe, Paytm
  • Cash/Cheque/DD ( Not for Online Training )
Where do the classes take place?

For Individual: 

Classroom Training - Bangalore

Live-Online Training - Globally 

For Corporates: 

Classroom Training - We deliver classroom training for corporate in more than 20 countries. Send us an Enquiry Now!

Online Training - Globally

* All of the classes are conducted live online. They are interactive sessions that enable you to ask questions and participate in discussions during class time. We do, however, provide recordings of each session you attend for your future reference.

Who are the Trainers?

Our Trainer’s are chosen not only for their knowledge and expertise but also for their real-time experience in the respective courses.

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Develop Job-Ready Financial Modeling & Valuation Skills

Learn company valuation, financial modeling, business forecasting, and investment analysis with practical case studies.