Financial Modeling Coaching

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Learn How to Build Complex Three-Statement Financial Models and LBO Models

Financial modeling is arguably the most critical skill in the field of finance, but also the hardest to learn or teach. Traditionally, investment banks treated the art of financial modeling as proprietary knowledge.

 

What makes financial modeling so difficult to learn or teach? Certainly, very basic modeling skills are taught in certain universities, but 3-statement financial modeling is a very complex and nuanced form of modeling that can be difficult to grasp.

 

There are so many factors that make it hard to learn: from understanding the fundamentals behind the assumptions made in each model, to learning how to adjust the balance sheet for complex M&A and LBO transactions, to creating a variety of financing scenarios using, it can often be initially overwhelming to even the most intelligent finance professionals.

 

That’s why we at Finance Interview Coach believe strongly in the power of 1-on-1 coaching when it comes to financial modeling. Through our established system of providing gradually more and more difficult case studies, and addressing any roadblocks while providing a wealth of materials and models to study, we have had a very high success rate in teaching all the nuances of financial modeling as it’s done in the industry. We hold ourselves to the highest standards when it comes to the quality of our models and coaching methods, and ensure you have complete confidence in modeling, whether it’s building a simple DCF, a 3-statement financial model, or a complex LBO model simulating all the nuances and complexities of a real private equity transaction.

  • Understand all the fundamentals of financial modeling as well as the assumptions driving the model
  • Become an expert in creating the 3-statement model, including balance sheet adjustments and failproof tricks to ensure that your balance sheet balances and that you are as efficient as possible with the modeling process
  • Practice case studies that are modeled off of real CIMs and deals
  • Develop a thorough understanding of DCFs and Accretion / Dilution Merger Models
  • Master the paper LBO and all its variants
  • Understand and model transactions using a provided LBO model template
  • Work with a variety of financing scenarios, including senior debt, junior debt, equity issuances, dividend recapitalizations, mezzanine debt, earn-outs, hurdle rates, and preferred waterfall distributions

One Hour Coaching Session

$150/ Hour

USD

  • Become an Expert on 3-Statement Financial Modeling
  • Leveraged Buyout Case Studies
  • Customized to You
  • Expand Your Network

Bulk Package: 3 Hours (13% off)

$130/ Hour

Bulk Package: 5 Hours (27% Off)

$110/ Hour

Bulk Package: 10 Hours (40% Off)

$90/ Hour

Our Coaching Methodology

Real Case Studies

Become an expert on all financial models including DCFs, merger models, 3-statement financial modeling, and LBOs; learn how to deal with unique one-time adjustments and a variety of complex financing scenarios

Customized Interview Questions

Case studies based off real CIMs, providing you with detailed guidance and templates on DCF and LBO modeling.

Feedback

Feedback is provided after each question in order to promote learning and memory retention, and written feedback will be provided as well addressing your strengths and areas for improvement

Our Coaches

Josh Jia

  • 8 years of experience
  • Founded Limestone Capital
  • Private Equity Analyst at Imperial Capital
  • Investment Banking Analyst at BMO, Diversified Group
  • Placed 100+ candidates into both IB, PE, and other finance roles

Rolan Naiman

  • 4 years of experience
  • Corporate Banking Associate at BMO
  • Focused on P&U and infrastructure
  • Investment management and trading experience
  • Passionate about credit

Our Placements

What our clients are saying:

Schedule Your Call Now!

Call Structure

 

After understanding your goals and background, we will provide case studies based off real CIMs, providing you with detailed guidance and templates on three-statement LBO modeling. We will give you a chance to walk through the model, and then we’ll ask you tough qualitative and quantitative questions on all components of your model, just like in a private equity interview.

 

Furthermore, we will test you from a list of curated questions that have been asked in real private equity interviews.

 

Feedback is provided after each question in order to promote learning and memory retention. Concise, written feedback will be provided at the end addressing your strengths and areas for improvement.