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Incremental D&A

Learn how to calculate and model incremental D&A expenses from asset write-ups during M&A deals with step-by-step examples and downloadable…
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Modeling Synergies

Transform your M&A models with proven COGS & SG&A synergy strategies, financial templates, and real-world examples. See how successful companies…
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Financing Adjustments

Learn how financing adjustments impact combined company balance sheets, with real examples of stockholder equity, advisory fees, and pro forma…
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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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