Financial Analysis and Company Valuation
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Overview

Course duration: 
2 days.

In an increasingly active M&A environment, accurate company valuation is highly important. This practical course ensures delegates are equipped with the necessary skills to make accurate valuations and analysis.

Is it right for me?
Designed for equity and bonds sales, CFOs, equity and global portfolio managers and back-office staff.

What will I learn?
By the end of this course delegates will understand and grasp the key concepts in financial analysis and company valuation.

What will it cover?
Finding the Right Financial Information

•How and where to find it

Balance Sheets
•How to read and understand balance sheets and key indicators

Understanding Financial Health
•Long-term financial and operational stability
•Stability ratios and cash-flow statements
•How to gauge the general financial health of a company

Operations Analysis
•Income statements analysis
•Key ratios and added-value analysis
•Understanding connections between various statements and documents

Capital Structure Impact on Return
•Principal financing sources
•Capital return

Profitability Ratios
•Return on assets ratios (ROA)
•Return on equity ratios (ROE)
•Understanding and analysing the ratios

Balance Sheet Structure Ratios
•Cash flow and insolvency ratios
•Static and dynamic analysis
•Integrating pension liabilities

Key Non-Financial Indicators
•Company's long-term history
•Legal structure and implications
•Assessing legal, environmental and event risks
•Case studies: markets reaction to non-financial indicators

Company's Strategy
•Understanding operations
•Stress scenarios: assessing liquidity risks
•Case study: stress scenario
•Industry analysis
•Forecasting the company's future

Profitability Analysis
•Analysing profitability ratios and indicators
•ROA & ROE a new approach
•The link between return on operations and capital investment
•Case study: building a summary report

Insolvency measures
•Integrating business cycles and seasonality into financial stability ratios
•Redefining the insolvency risk

Cash Flows Statements and Off Balance Sheet Items
•Adapting cash-flow statements
•Integrating off-balance sheet items

Consolidated Balance Sheets and Income Statements
•Global integration
•Proportional consolidation
•Equivalence setting

IFRS Impact on Financial Analysis

Further courses to consider
Implementing the IAS/IFRS standards
 
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LocationRegionCourse Start DateNo. DaysWeb price ex.VATCourse Status 
London London Thu 23 Aug 12 2£969      CLICK TO ENQUIRE
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Tools
 
Key Details
Duration2 days
 
£969
per delegate
 
 
Bookings Helpline: 01933 233884 (Monday to Thursday - 8:00am to 5:30pm and Friday 8:00am to 5:00pm).