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Deal Assumptions

Learn how to build flexible M&A models with essential deal assumptions, scenario analysis, and best practices. Includes downloadable templates and…
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Enterprise Value

Learn how to calculate enterprise value in M&A with step-by-step examples. From fully diluted shares to treasury method calculations, master…
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Company Information

Learn how to structure M&A model company data using real-world examples. Find essential market inputs, locate key corporate information, and…
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Introduction

Learn step-by-step M&A modeling with interactive spreadsheets. Build complex merger models, explore real-world scenarios, and dive into financial modeling best…
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Summary Credit Metrics

Discover essential credit metrics and debt analysis tools to assess company leverage and debt service capabilities. Access financial modeling shortcuts…
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Cash Earnings

Calculate accurate cash earnings with step-by-step examples and industry insights. Learn how to add back non-cash expenses, analyze performance metrics,…
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Common Dividends

Learn how to accurately project common dividends with real examples, from calculating dividends per share to adjusting retained earnings. Plus,…
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Fully Diluted Shares Outstanding

Find out why the treasury method affects FDSO & how convertible securities impact your dilution calculations. Step-by-step walkthrough of in-the-money…
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Deferred Taxes

Learn how deferred taxes work with practical examples & templates. Calculate DTL vs DTA, track NOL changes, and understand tax…
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Alternative Minimum Tax (AMT)

See complex tax modeling scenarios with the Alternative Minimum Tax (AMT) and learn when this 20% parallel tax system kicks…
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Net Operating Losses (NOL)

See how tax losses can save millions with NOL carryforwards in our step-by-step guide. Features real examples, model templates &…
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Taxable Income

Learn how to properly calculate taxable income by understanding the differences between cash vs. accrual accounting and federal vs. state…
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