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Write-Up Adjustments

Learn how to make critical balance sheet adjustments post-merger, including asset write-ups, goodwill calculations, and deferred tax liabilities. See how…
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Deferred Revenue

See how deferred revenue impacts M&A deals with real examples and downloadable financial modeling templates. Learn write-off strategies and balance…
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Deferred SBC Expense

Learn how to calculate & track deferred stock compensation expenses with step-by-step examples. See how unearned compensation impacts balance sheets…
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Incremental Depreciation & Amortization

Calculate step-by-step incremental D&A expenses in M&A models using easy-to-follow templates & examples. Learn how to compute after-tax amortization and…
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Purchase Price Allocation

See how to properly allocate M&A purchase price with real examples, calculation templates, and tips on handling transaction fees and…
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Purchase Price Calculation

Calculate purchase prices in M&A models: Learn how to factor in common shares, preferred stock, employee stock options (ESOs), and…
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Sources & Uses of Funds

Discover how to balance sources & uses of funds in financial models. Learn essential model checks, pro tips for Excel…
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FIN 44: Compensation Expense

Uncover essential FIN 44 methods for accurately recording & amortizing compensation expenses in merger modeling. Get step-by-step guidance on intrinsic…
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FIN 44: Unearned Compensation

Navigate the complexities of FIN 44 and unearned compensation in mergers. Learn how to properly allocate, record, and amortize unvested…
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FIN 44: Intrinsic Value

Learn how FIN 44 impacts stock option valuations in M&A deals with practical examples and calculations. Explore intrinsic value allocation,…
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Replacement Options

Learn how to replace and value employee stock options (ESOs) during M&A deals, including how to calculate fair values of…
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Black-Scholes Option Value

Learn to value employee stock options with Black-Scholes in M&A scenarios. Calculate fair values across transaction prices with real examples,…
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