Financial Modeling Education

As an analyst just over a year into the job, this resource has been an absolute game-changer. The instructor, as expected eloquently walks you through the technical aspects of building the model but what separates this course from rest is that they consistently take a step back and iterate the fact that the model is ultimately a means to an end. A tool to answer a couple of key questions posed by an MP when canvassing a potential investment. Is the deal financeable? How do the returns look? As you progress through the model, the instructor recognizes the fact that each section attributes to a specific set of stakeholders. This is where their experience really melds into the course as they outline the motivation and potential conflicts of interest between stakeholders and walk you through ways to best navigate the situation such that the deal under review is not only viable but works out best for all parties concerned. All in all, I'm convinced that this course gave me the impetus to change my mindset to a more entrepreneurial one. I'd recommend this course to anyone of my peers without hesitation.

LBO modeling classes don't get any better than this one right here. The model goes beyond in depth, and Chris delivers incredible insight as to how an actual PE professional thinks and analyzes real life deals (probably because unlike most other LBO class instructors, Chris has actual industry experience). Not to mention, if you actually need help or can't figure something out, Chris is available to step in and help. This course is an incredible find and worth every penny.

The level of detail to this course is incredible. I am prepping for PE interviews; when I looked at some old, real interview modeling tests a colleague sent me, I laughed because those tests seem so simplistic in comparison. While other potential interviewees will be memorizing basic LBO templates and their formulas, this course takes you step-by-step and explains why each formula works the way it does. Additionally, it teaches you how to deal with hitting dead-ends, making educated guesses, thinking like an investor, and other topical mental exercises. Thanks, Chris! I am glad I took this course.

This course is fantastic and has the precise level of complexity to keep everything interesting while still challenging one's knowledge and Excel skills. The creator has done a wonderful job of creating bite-size nuggets of information for maximum understanding. Will recommend to others.

This Financial Modeling for Private Equity course is extremely detailed, thorough, and informative, and I'm giving it 5 stars because even as a seasoned financial professional (IB + Corp. Dev) with a variety of modeling experience and a graduate degree in finance, I found myself furiously jotting notes and having "a-ha" moments that will stay with me throughout my career. I feel better prepared to take on future modeling challenges, and can now confidently add LBOs to my modeling arsenal. Well worth the money and I can't wait for more content!

Excellent course to gain a solid foundation in PE. The instructor is clearly very knowledgeable on the industry and does an excellent job laying out the steps required to create an LBO model. By far the best part of the course was when the instructor took a step back and analyzed things from the perspective of an investor. Often times analysts get caught up in just preparing the model and crunching numbers. Chris does a great job stepping back and explaining the bigger picture and how an MD would look at the results of the model and what decisions that would drive. Overall, I highly recommend this course for someone looking to gain an understanding in PE and PE modeling.

This class is an excellent bridge from classroom high level finance concepts to actual real world scenarios. The steady pace allows the user to absorb the material without losing interest. Based on a decade of experience in PE, I've learned that modeling can be both art and science. What I enjoyed the most was Chris's ability to blend advanced excel formulas (science) into the deal and explain the theory (art) behind the assumptions. My greatest takeaway and one of the true value drivers of the class is how to create a model that is friendly to the end users who can easily understand exactly what the model is accomplishing and how. I recommend this class to all excel users, but especially to folks new to the industry that want a big leg up on their peers day one.

I really enjoyed taking this course and I found that there are two key characteristics of this course that make it stand out among other PE courses : (1) It has more than pure excel modeling. The course walks you through the life of a PE analyst very closely. Besides modeling, you would also have a phone call with your MD, draft a question list to an IB analyst and write a recommendation mail summarizing your analysis. Also, it makes you take a big picture perspective and realize that Excel is a tool for the actual deal to happen. (2) Yet the model that you would build is a very precise copy of what actual PE analysts are doing and therefore it requires you to invest a significant amount of time to complete. You would start with a dirty dataset sent by a target's management team and make a full operating model that is used to support LBO deals. The course has around 10 hours of video content and you will get the most value doing the modeling alongside the videos.

If you have been introduced to LBO modeling this will take you to the next level. Definitely picked up some good techniques to use on my models. Debt re-payment and waterfall were the highlights for me.

Chris walks you through a thorough, detailed and rigorous model that covers all the aspects a PE deal can reasonably encounter. I have been literally fascinated by the professionalism and hands-on views of Chris when reviewing the model. I learned a lot and definitely it helped me understand many aspects of PE deals. Thank you so much for this valuable course which I strongly recommend to anyone interested in PE.

I work in FP&A and found this course extremely helpful even though it's done from a PE perspective. I might get to work on an acquisition later on where all the transaction stuff could be more useful, but the modeling and excel part of the course is super helpful in my current work. So, don't get scared of the Private Equity in the course name. If you work in FP&A or occasionally might do some modeling (the Excel kind), this course is a no-brainer. Huge value for the money!

This course is fantastic and has the precise level of complexity to keep everything interesting while still challenging one's knowledge and Excel skills. The creator has done a wonderful job of creating bite-size nuggets of information for maximum understanding. Will recommend to others.