Purchase the Training Pack ($299.00)
to get the recording, transcript, and presentation materials for this webinar in a single download. Please allow up to 30 days after the webinar for the Training Pack to be available.
Participants will learn tools for working in Microsoft Excel specifically designed to improve overall efficiency when building and working with valuation models. Techniques and tips will be based on the presenter’s more than 20 years of experience with building models and working with Excel for valuations both domestically and internationally. Insights will help reduce the use of the mouse and improve the use of the keyboard when modeling. Participants will learn how to custom format cells and best practice techniques in building formulas for calculating cash flows and data lookups. The course will also cover simple formula review tools to make understanding complex formulas easier. A brief introduction to using VBA will be included as well as looking at the newly introduced Microsoft 365 functionality. Participants will spend time doing hands-on simple exercises in Excel to improve the retention of learned skills. While basic and intermediate Excel users should get the most out of the class, the course was designed to provide insights that even advanced users of Excel will find useful when working with valuation models.
Program Agenda
Introduction;
Optimally setting up Excel:
Startup screen and security settings;
The workspace area and QAT; and
Slow-start models.
“Hands-on” exercises together to transition from mouse clicks to keyboard:
Shortcuts, shortcuts, shortcuts:
Stealthy formatting;
Stealthy navigation; and
Stealthy viewing.
Using built-in and custom functions;
Transferring client data without melting down your model:
Importing sheets versus unformatted data; and
Financial statement conversion workpaper.
Best practices for formula building:
Organization techniques; and
Nesting.
Simple model review techniques
Formula-level;
Sheet level; and
Software.
BV tricks:
Midperiod discounting simplicity; and
Customized formats.
VBA coding for beginners.
Learning Objectives
Improve overall efficiency in modeling in Excel by:
Setting Excel up for success; and
Hardwire shortcuts and tricks into your daily Excel routine.
Learn some simple rules for transferring client data to your Excel model to prevent model meltdowns;
Run simple audit techniques to check a model for errors;
Learn how to avoid common “missteps” in modeling;
Introduction to the VBA Editor interface and learn some simple ways to code in VBA; and
Become familiar with various useful new and existing Excel capabilities and functions.
BVR's Training Packs are an indispensable addition to any valuation reference library. Use them as training tools as many
times as you'd like, wherever you are: play them at your computer at work or home, in your car, or on your personal audio device.
Delivered as an electronic download approximately four weeks after the program has aired, each Training Pack includes:
Recordings and transcripts of the presentation
All presentation visual aids and handouts
All ancillary reading materials suggested by our presenters
If you are ordering a Training Pack after the four week window, the download link will be sent to you immediately via email. Please
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to ensure you receive your Training Pack.
Business Valuation Resources offers a 100% money-back guarantee on our training services. If you are not completely satisfied
with your experience, or have any feedback, please contact Business Valuation Resources at 1-503-479-8200 or
customerservice@bvresources.com.
