Sample Case Study

Watch this for an example.

Course Description

Complete with Case Studies, Templates, Guides, and all my best Finance Content, FME+ is designed to be place where you can continue to hone your skills.

Open to anyone, but ideal for someone who has bundled the other courses together since we reinforce several concepts.

Course Curriculum

  • 1

    Welcome!

    • (⚠️Start here!) Welcome & Course Navigation

    • Terms, Conditions, Disclaimer and Copyright.

  • 2

    5 Simple Steps to 3 Statements ($49 value)

    • ⬇️What this section is...

    • Download Template Here

    • The 5 Steps

    • Model Walkthrough

    • Income Statement Forecast

    • Building the Statement of Cash Flows

    • Working Capital Forecast

    • Capital Expenditure Forecast (& Depreciation)

    • Debt Schedule

    • Link it All Together

    • Look at an Advanced 3 Statement Model

    • Before You Go...

  • 3

    Case Studies & Quizzes

    • ⬇️What this section is...

    • 🟢EASY: Find TTM EBITDA

    • 🟡MEDIUM: Three Sheets to the Wind

    • 🟡MEDIUM: Pls Fix Thx

    • 🟡MEDIUM: Private Equity Quiz

    • 🔴HARD: Find the Equity %

    • 🔴HARD: Franchisee Cohorting

  • 4

    Downloadable Templates

    • ⬇️What this section is...

    • Pro Forma Balance Sheet (.xlsx)

    • Financial Modeler's Checklist (.xlsx)

    • Depreciation Schedules (2) (.xlsx)

    • Scenario Manager (.xlsx)

    • Headcount Templates (2) (.xlsx)

    • Mapping Actuals (.xlsx)

    • Due Diligent Gantt Chart (.xlsx)

    • Pro Forma P&L Adjustments (.xlsx)

    • Pro Forma Roll-up (.xlsx)

    • Seasonality Template (.xlsx)

    • Doomsday Cash Runway Template (.xlsx)

  • 5

    Downloadable Guides

    • ⬇️What this section is...

    • Simple Guide to ROI and IRR

    • Fundraise vs. Operating Model

    • DCF vs. LBO Model

    • FP&A Model Layout Guides (3)

    • Ultimate Guide to Financial Modeling

    • Vertical Modeling Layout

    • IOI vs LOI vs PA

    • Sample QofE (Quality of Earnings)

    • CFO that Might be Acquired?

    • A Framework for Data Storytelling

    • Model Formatting Guide

    • Three Statement Model Request List

    • How to Find Outliers in Data

    • LBO and Rollup Modeling Guides (2)

    • My Most Used Excel Shortcuts

  • 6

    FME Email Series

    • ⬇️What this section is...

    • 📘 𝗧𝗵𝗲 𝗙𝗠𝗘: What's a Financial Model?

    • 📘 𝗧𝗵𝗲 𝗙𝗠𝗘: Financial Modeling Best Practices (part 1)

    • 📘 𝗧𝗵𝗲 𝗙𝗠𝗘: Financial Modeling Best Practices (part 2)

    • 📘 𝗧𝗵𝗲 𝗙𝗠𝗘: A Core Structure for all Your Models

    • 📘 𝗧𝗵𝗲 𝗙𝗠𝗘: How to Layout a Vertical Model

    • 📘 𝗧𝗵𝗲 𝗙𝗠𝗘: Quick Recap

    • 📗 𝗧𝗵𝗲 𝗙𝗠𝗘: This Is The Most Valuable Skill I've Learned In My Entire Career

    • 📗 𝗧𝗵𝗲 𝗙𝗠𝗘: The Actual Big 4

    • 📗 𝗧𝗵𝗲 𝗙𝗠𝗘: Forecasting the Income Statement

    • 📗 𝗧𝗵𝗲 𝗙𝗠𝗘: How to Model the Statement of Cash Flows

    • 📗 𝗧𝗵𝗲 𝗙𝗠𝗘: How To Build the Balance Sheet in 10 Steps

    • 📗 𝗧𝗵𝗲 𝗙𝗠𝗘: Top 3 Reasons Your Balance Sheet Doesn't Balance

    • 📗 𝗧𝗵𝗲 𝗙𝗠𝗘: Recap of Part Two

    • 📙 𝗧𝗵𝗲 𝗙𝗠𝗘: A Private Equity Due Diligence Roadmap

    • 📙 𝗧𝗵𝗲 𝗙𝗠𝗘: What's an Investment Banking Teaser?

    • 📙 𝗧𝗵𝗲 𝗙𝗠𝗘: Different Ways to Value a Business

    • 📙 𝗧𝗵𝗲 𝗙𝗠𝗘: A Detailed Look at EBITDA Adjustments

    • 📙 𝗧𝗵𝗲 𝗙𝗠𝗘: How to Model the Buyout (with video!)

    • 📙 𝗧𝗵𝗲 𝗙𝗠𝗘: Recap of Part Three (please read)

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Here's our Monthly EBITDA Schedule

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: The Exact Layout I use for FP&A Models

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: My Monthly Close Process for FP&A

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: How I Build Seasonality Curves

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Building Headcount Schedules

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Modeling Year-over-Year Raises

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Modeling Other Expenses

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Modeling Capex & Depreciation (with downloadable templates)

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: The Matching Principle Visualized in Excel...

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Building a Cohort Analysis

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: The First 100 Days After Close

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Your Model is Wrong

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Are you a CFO? 10 Ways to Prepare if You Might Be Acquired

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Modeling the Working Capital

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Want Your Model to be Good? Make it Absurd.

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Building Financial Covenants

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Fundraise Model vs. Operating Model

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: SDE vs Adjusted EBITDA

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: My Story of Working on the Lehman Brothers Bankruptcy

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: ROI and IRR (Why You Need Both)

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: It's Time We Simplified Cash Flow Modeling

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Doomsday Cash Runway (with template)

  • 7

    Interview Guide

    • ⬇️What this section is...

    • PE Interview Guide & Glossary

  • 8

    Recommended Materials

    • ⬇️What this section is...

    • Wall Street Prep

    • Term Sheets & Valuations

    • Venture Capital Due Diligence: A Guide to Making Smart Investment Choices and Increasing Your Portfolio Returns

    • Financial Planning & Analysis and Performance Management

    • Mastering Private Equity: Transformation via Venture Capital, Minority Investments and Buyouts

    • Barbarians at the Gate: The Fall of RJR Nabisco

  • 9

    Guest Content

    • ⬇️What this section is...

    • Financial Modeling Best Practices (Wanying Zhang)

    • EBITDA Guide (Josh Aharonoff)

    • Excel Hooks Guide (Jason Hershman)

    • Subscription Revenue & SaaS Metrics (Paul Barnhurst)

Standalone Price

or Consider Bundling...

  • $599.00

    $599.00All Courses

    Plus 1 Hour of Coaching
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  • $399.00

    $399.00All Courses

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  • $199.00

    $199.003 Statement Bundle

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