IBI SAN FRANCISCO FINANCIAL MODELING COURSE SCHEDULE
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Please note: Each class is comprised of multiple sessions and is limited to 20 students or less
CLASS ATTENDANCE POLICY (MAKE-UP SESSIONS AND RE-TAKES): In keeping with our
primary goal of delivering the most effective financial modeling training to our students, our attendance
policy is flexible to accommodate your already demanding schedule and any unexpected
occurrences. Missed classes can be made up at your earliest convenience at
no extra charge. If expected absences are known in advance, make-up classes
can even be attended ahead of time.
Similarly, if it becomes necessary for you to re-take any sessions, you can
do so as your schedule permits. We offer multiple classes simultaneously;
there are always numerous options available and we will be happy to include your
name on the roster for desired makeup (and/or re-take) sessions. Additional seats
are always set aside in reserve for this purpose.
Live San Francisco training-class photo
SAN FRANCISCO SCHEDULE
Saturdays & Sundays beginning June 1st (From 10:00am to
(Eight 3.5-hour Sessions)
-(OPEN, 5 SPACES AVAILABLE)-
Session 1: Saturday, June 1st Session 2: Sunday, June 2nd Session 3: Saturday, June 8th Session 4: Sunday, June 9th Session 5: Saturday, June 15th Session 6: Sunday, June 16th Session 7: Saturday, June 22nd Session 8: Sunday, June 23rd
IBI SAN FRANCISCO COURSE SYLLABUS
The IBI training program and course syllabus in San Francisco are modified to more closely relate to the early stage and venture atmosphere prevalent in the Bay area.
SAN FRANCISCO BASED 8 SESSION COURSE SYLLABUS
SESSION 1 - Introduction and Early Stage (Startup) Finance
A. Introduction of Instructor
B. Discussion of Syllabus
C. Introduction of Students and their Desired Goals
D. What are Angel Investors, Venture Capitalists and Venture Debt Investors?
E. Early Stage Capital – Where Has All the Money Gone?
F. What are the 4 Questions that Every Early Stage Investor Asks?
G. Developing/Assessing the Early Stage Pitch
SESSION 2 - Securing Capital for Early Stage (Startup) Companies
A. Early Stage Financial (Revenue) Modeling
B. What is the Difference between Pre-Money Valuation and Post Money Valuation
C. Typical Early Stage Valuation Techniques – DCF vs. Comps Analysis
D. Typical Investment Structures for Early Stage Companies
E. Understanding an Investor Term Sheet
F. How to Build a Capitalization Table
SESSIONS 3 - 4 - Financial Statement Analysis and Integrated Financial Modeling (Modeling for More Mature Companies)
A. Financial Statement Analysis – Understanding the Interrelation between the Income Statement, Balance Sheet and Cash Flow Statement
B. Tips for Setting Up a Financial Model
C. Spreading Historical Financial Statements
D. Deriving Historic Ratios, Trends and Variables
E. Creating Integrated Five Year Projections for Income Statement, Balance Sheet & Cash Flow Statement
F. Revolver Modeling
G. Sensitivities on Financial Model
SESSION 5 - Typical Liquidity Events - IPO
A. When Does an IPO Make Sense?
B. The Three Generally Accepted Valuation Methodologies
C. What is The Difference between Non-Controlling and Controlling Valuations?
D. Building an IPO Model, Pro-Forma Balance Sheet Implications
SESSION 6 - Typical Liquidity Events - M&A
A. When Does an Acquisition Make Sense?
B. How to Build an M&A Model
1. Calculation of Equity Value and Purchase Price
2. Explanation of Consideration used in Purchase (stock, cash, assumed debt)
3. Discussion of Multiples Paid
4. Post-Merger Control Issues
5. Synergies and Pre-Tax Synergies Required to Breakeven
6. Revenue and EBITDA Contribution
7. Pro-Forma Income Statement
8. EPS Dilution
9. Discussion of Goodwill and Other Accounting Treatment Issues
SESSIONS 7 - 8 - LBO Modeling and Career Resources
A. What Types of Companies/Industries are suitable for LBOs?
B. Review of LBO Model Structure
1. Purchase Price Calculations and Considerations
2. Capital Structure Options
3. Discussion of Typical Financing Sources
4. Creation of Sources and Uses Worksheet
5. Integrated Pro-forma Income Statement, Balance Sheet and Cash Flow
6. Debt and Interest Schedule
7. Revolver and Mandatory/Option Debt Repayment and Impact on Returns
8. Returns Analysis
C. Class Wrap-Up
1. Financial Modeling and Valuation Summary
2. Career Resources
a. Resume Tips
b. Interview Tips
c. Networking Tips/Best Channels for Finding Jobs
Financial Modeling Training classes are held in the training room of our San Francisco office at 424 Clay Street, in the Financial District. 424 Clay is located opposite the Embarcadero Center, within short walking distance of the Embarcadero Bart station. Starbucks and Elephant & Castle are located onsite. The location offers all of the benefits of being located in the financial district such as easy access to restaurants, banks, hotels, and parking.
Investment Banking Institute 424 Clay Street San Francisco, CA 94111
*Class enrollment is on a first-come, first-served basis.