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 a Resource Library where you can continue to hone your skills.

Course Curriculum

  • 1

    Welcome!

    • (⚠️Start here!) Welcome & Course Navigation

    • Terms, Conditions, Disclaimer and Copyright.

  • 2

    5 Simple Steps to 3 Statements

    • ⬇️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)

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Sources & Uses 101

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: 3 Things to Make You a Good Modeler (Excel is last)

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: 10 FP&A Concepts to Master if you work with Financial Models

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: 7 M&A Concepts You Must Know if You Work in FP&A

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: Sometimes the Model Needs to be Complicated

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: 7 Lessons Learned from Building Hundreds of Financial Models

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: DCF vs. LBO Models: Understanding the Key Differences

    • 📕 𝗧𝗵𝗲 𝗙𝗠𝗘: What "Data Storytelling" Really Means

  • 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)

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