Corporate Finance Modeling

BLACK FRIDAY LIMITED-TIME OFFER : 50-80% OFF

Who is this course for

• For finance and accounting professionals who want to level up its career by gathering crucial expertise in finance management, budgeting, forecasting and cash flow optimization
• For finance advisors responsible for M&As and business valuations
• For business owners and investors who want to level up the financial health of the company and discover its full earning potential

What You Will Learn

• Build a comprehensive finance models for sustainable growth
• Show your management and stakeholders framework to project future outcome
• Understand and manage KPIs and ratio numbers
• Make perfect planning of all financial categories: Revenues, NWC, CAPEX, OPEX, Salaries
• Improve cash flow position
• Use EBITDA concepts in both management analysis and M&A
• Determining valuation of the any business, investment or projects
• Application of essential valuation methods

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What is Course Format

• 6 Hours of video course sessions
• 35 lessons divided in 5 modules
• 50+ finance modeling sheets in Excel, editable and customizable
• 330 pages of PDF instructions on how to build and analyze finance models
• 30+ Pieces of actionable content: handbooks, cheat sheets, checklist and more
• 10+ Languages video course subtitle
• Featured end-to-end finance model with 30 integrated sheets of essential corporate finance calculations
• Assumptions, accuracy validation and consistency checks
• 3 statements monthly and annually planning excel model with visuals
• Advanced interface at Teachable platform, tracking notes and progress
• Getting a Certification
• BONUS: M&A, Startup and SaaS models

MODULE 1: Financial Statement Analysis

 What will you Learn:

• Build a functional and accurate financial statements.
• Identify areas for KPIs improvement.
• Understand and manage ratio numbers.
• Perform different types of analysis like budget variance analysis, horizontal analysis, vertical analysis, breakeven point and more

What is included:

• 3 statements templates
• Profitability, structure, efficiency and liquidity analysis model
• Variance analysis model
• Segmented P&L model, P&L models per industries
• 8 lessons and 30 pages of instructions in PDF manual

Lessons in this Module:

MODULE 2: Financial Planning and Forecasting

 What will you Learn:

• Create a precise forecast and projection of financial statements.
• Make informed decisions by providing a structured framework to project future outcomes
• Preparation of company budget

What is Included:

• Sales assumptions analytics.
• Revenue & COGS and gross profit model.
• Headcount, salaries model, and operating expenses model.
• CAPEX, NWC and Debt planning models.
• 12 lessons and 55 pages of instructions in PDF manual.

Lessons in this Module:

MODULE 3: Cash Flow Management

 What will you Learn:

• Create more cash from business with advanced cash flow analysis and improvement techniques.
• Increase liquidity and financial health with precise planning of weekly and monthly cash flow.
• Successfully manage cash KPIs.
• Use concept of cash in M&A transactions and valuations.

What is Included:

• Monthly and annually cash flow planning model.
• Weekly cash flow forecast model.
• Proof of cash model.
• 4 lessons and 25 Pages of instructions in PDF manual

Lessons in this Module:

MODULE 4: EBITDA

What will you Learn:

• Understanding of EBITDA concept for different purposes.
• Identification of EBITDA adjustments.
• EBITDA adjustments on management vs diligence level.

What is Included:

• Detailed model for identification 8 types of adjustments.
• EBITDA Adjustments model.
• 3 lessons and 20 Pages of instructions in PDF manual.

Lessons in this Module:

MODULE 5: BUSINESS VALUATIONS

What will you Learn:

• Determining valuation of the any business, investment or projects.
• Application of essential valuation methods.
• Make precise discounting by understanding of cost of capital.
• Identify comparable companies, transactions and multiples.
• Understand and calculate key terms like WAAC, IRR, NPV, EVA, TV, EV and others.

What is Included:

• Discounted cash flow model.
• WACC model.
• Comparable companies model.
• Precedent transactions model.
• Project evaluation model.
• 8 lessons and 45 pages of instructions in PDF manual.
  

Lessons in this Module:

BONUS

BONUS MODELS:

• 7 startup valuation models (simplified)
• Startup finance model
• Employee bonus scheme model
• MRR & ARR forecast model
• SaaS metrics model
• Simplified 3 statements model

BONUS MATERIALS:

• Finance abbreviations list
• Annual financial statement closing checklist
• Budgeting checklist
• Cost budgeting handbook
• Finance modeling handbook
• Budgeting handbook
• Corporate finance handbook
• Valuation handbook
• KPIs handbook

BONUS M&A:

• Leveraged buyout model
• Goodwill impairment excel model
• Financial due diligence checklist

2000+ Practitioners and students

200+ Companies applied my models in their operations

Pricing notes

Investing in your career is a decision that can yield exponential returns, and this course is designed to be a game-changer!

VAT note: The price is exclusive of VAT (Gumroad will have to charge VAT in some countries).

Want reimbursement from your employer? Many employers recognize the value of upskilling their workforce and offer educational reimbursements.

About me

Hi, I am Bojan,

As the Founding Partner and CEO of WTS Tax and Finance, with 17+ Years in the consulting industry, I have overseen a consulting firm specializing in a wide range of financial services, including valuations, M&A, IFRS advisory, tax compliance, CFO services, and transfer pricing. Holding a Master’s degree in Economics from the Faculty of Economics, University of Belgrade, and having completed specialist studies on transfer pricing at the Faculty of Law, University of Belgrade, I have acquired professional expertise through active involvement at international tax and finance conferences in world’s leading countries.

Over the years, I have achieved significant milestones, including the successful completion of 350+ finance, tax, and accounting projects, with notable clients such as Heineken, Mercedes Benz, Adecco, Siemens, Leoni, Ametek, and Airbus.

Furthermore, my team has processed transactions totaling $2 billion in the last decade, encompassing valuations, M&As, due diligence, and IFRS advisory. I have also cultivated a team of 20 exceptional professionals to support these endeavors.

Resume:

• Senior Partner in international finance and tax firm WTS
• 17+ Years in consulting industry
• Expertise: Corporate finance, IFRS, Valuations, M&A
• Main clients: Heineken, Mercedes Benz, Adecco, New Yorker, Continental, Siemens

Education and professional development

• Master’s degree in Economics, Faculty of Economics, University of Belgrade
• Specialist studies on transfer pricing, Faculty of Law, University of Belgrade
• Acquires professional expertise through active involvement at international tax and finance conferences in world’s leading countries (USA, Germany, Singapore)
• 135.000 followers on LinkedIn and other media

QUESTISONS AND ANSWERS

Who is this course for?

For finance and accounting professionals who want to level up its career by gathering crucial expertise in finance management, budgeting, forecasting and cash flow optimization.

For finance advisors responsible for M&As and business valuations.

For business owners and investors who want to level up a financial health of the company and discover its full earning potential.

Why is understanding corporate finance and modeling important?

Corporate finance and modeling are essential for businesses and individuals to make well-informed financial decisions, allocate resources efficiently, manage risk, and achieve financial goals.
It is a fundamental aspect of business management and is applicable across various industries and sectors.

What will I learn in this course?

In this course, you will gain a deep understanding of corporate finance through comprehensive modules covering financial statement analysis, planning, and forecasting. You'll also learn cash flow management strategies and business valuation methodologies, equipping you with the skills to make informed financial decisions and excel in finance-related roles. 

Most courses costs $999 or $599. What's the deal?

While this course isn't my primary source of income, my primary objective is to contribute to the community and offer valuable knowledge to all finance pros around the globe. For example, in Africa, people does not have a thousand dollars for a course. 

How long will it take to see first result?

Per my estimation you take a 2 hours a day, it will take 6-8 weeks to fully practice my course and all models. After that you can immediately apply the models and knowledge in real situations and transaction, so your results cannot be missing. 

Does the course come with coaching or support?

No, the course is designed to be self-guided and self-paced. We are unable to provide 1:1 support via email or calls due to the scale of our student group that counts more than 2000 practitioners. I separately offer live coaching sessions if you join my community.

Do I get lifetime access?

Certainly! You will have lifetime access to the course, and there are no additional charges or time limits imposed on your access.

What is your refund policy?

We strive to ensure that all aspects of our course are presented comprehensively, including detailed previews of models, course content, supplementary YouTube materials, and more. This approach is designed to provide you with a clear and thorough understanding of what you're purchasing.

Please be aware that due to the nature of our products, which includes irreversible access to digital templates and materials, we are unable to offer refunds once a purchase has been made. This policy is in place to protect the integrity of our content and to prevent misuse.

We encourage you to review all the available information and previews carefully before making a purchase. Your understanding and acknowledgment of this no-refund policy are appreciated as you proceed with your purchase.

What formats I will get?

You have 6 hours of video materials divided into 5 modules and 35 lessons as. Also, you have at least 50 modeling sheets in excel (editable and with all formulas included), 350+ pages of guidelines in PDF, and bonus materials of 30+ pieces of actionable content.   

Will I get a certificate?

Yes, after course competition you will be automatically granted by Certificate.

What payment methods are allowed?

I am selling courses via Gumroad store. You can pay credit card or PayPall. If your country does not support this paymant, let me know and I will issue the manual invoice.

LIMITED-TIME OFFER