Excel for Valuation: Beginner to Advanced (eLearning course)

Whether you're new to the field or a veteran business valuation practitioner, there is no tool more critical than Excel.  BVR's new eLearning course, "Excel for Valuation: Beginner to Advanced," will catapult your Excel knowledge and skills so you can work as efficiently as possible with spreadsheets, formulas and functions. You can customize the course to match your skill level; start with the very basics or jump right into more complex areas. The eLearning combination of video, notes, take-away templates, quizzes, and exercises ensure you will remain thoroughly engaged for the duration of the course. And, with real-world examples front and center, you will learn according to the actual rules of business valuation engagement.

Highlights of the course include:

  • 100+ downloadable examples including unsolved exercise worksheets with “solved” counterparts so you can check your work
  • Case studies that walk through DCF calculations, fast moving consumer goods analysis, and show practical applications of Excel in valuation
  • Step-by-step instructions on building balance sheets, multiple sheet formulas and models, and how to deploy macros for maximum efficiency
  • Advanced tips and tricks from the experts on shortcuts, navigation tools, and more
  • Start at “cell one” and build your knowledge or jump ahead to the areas that will impact you most. This comprehensive course has you covered.
  • Become a pro with quick formatting, layouts and displaying information with graphs
$499.00/course Add to cart


Why eLearning?


BVR's new eLearning courses offer specialized training on your schedule, from any location, on any device. Gone are the days of traveling across the country to sit in windowless hotel banquet rooms listening to lectures for 8 hours. With our eLearning courses, participants benefit from direct access to the combined knowledge of numerous instructors and experts. The courses feature engaging multi-media content including videos, quizzes, downloads, infographics, and more. The BVR eLearning platform lets you set the pace of your learning and makes it easy to recap at any time. Plus, you can earn a Certificate of Knowledge to add to your arsenal of valuation accomplishments.

Start your eLearning course today and add new, valuable skills to your toolbox!

Excel and Valuation: The Basics 

 

  • Let's get started!
  • Overview of Excel
  • Rows and columns
  • The Excel ribbon
  • Data entry in Excel
  • Formatting
  • Formulas
  • Functions
  • Cut, copy and paste
  • Paste special

Excel and Valuation: An Introduction to Sheets, Formatting, and Shortcuts 

Best Practices

  • Fast scrolling
  • Fixing cell references
  • Alt + enter
  • Text to columns
  • Wrap text
  • Set print area
  • Select special
  • Dynamic names
  • Custom formatting
  • Macros
  • Data validation
  • Sort columns
  • Hyperlinks
  • Freeze panes
  • Shortcuts

Excel and Valuation: Functions 

  • Functions
  • Sum functions
  • Count functions
  • Average and averageif functions
  • Working with text
  • Max and min functions
  • Round functions
  • Lookup functions
  • Iferror
  • Choose function
  • Goal seek
  • Data tables
  • Pivot tables
  • Sumifs

Excel and Valuation: Pivot Tables 

  • Introduction to pivot tables
  • Creating a pivot table
  • Formatting a pivot table
  • Adjusting pivot tables
  • Get pivot data
  • Slicers

Excel and Valuation: Building a P&L (Exercise) 

  • Understanding your data
  • Ordering a worksheet
  • Creating codes
  • Creating a database
  • Using V-lookup
  • Using sumif
  • Using index and match
  • Mapping
  • Building a PL statement
  • Formatting the PL sheet
  • Populating the PL sheet
  • Using countif
  • Adding percentage variations
  • Introduction to charts
  • Column stacked chart
  • Doughnut chart
  • Area chart
  • Bridge chart
  • Course challenge
  • Quiz

Excel and Valuation: Fast Moving Consumer Goods (Exercise) 

  • Introduction
  • Let's take a look at the data
  • Mapping the data
  • Creating an output structure
  • Improving the layout
  • Adding formulas
  • Creating a pivot table
  • Get pivot data
  • Inserting slicers
  • Formatting slicers
  • Playing with numbers

Excel and Valuation: Advanced Functions 

  • Nested functions
  • Sum functions
  • Round functions
  • Iferror
  • Lookup functions without days for financial analysis
  • Index and match
  • Index, match and match
  • Vlookup Indirect
  • Rows; Columns; Vlookup and Columns
  • V-lookup and match
  • Vlookup and choose
  • Offset, offset and match
  • Future value and present value
  • Net present value and discounted cash flows
  • Internal rate of return
  • Loan schedules
  • Date functions

Excel and Valuation: Advanced Tips and Tricks 

  • Tips and tricks - Part I
  • Tips and tricks - Part II
  • Tips and tricks - Part III
  • Tips and tricks - Part IV

Excel and Valuation: Mechanics 

  • Fixing cell references
  • Grouping columns and rows
  • Grouping sheets
  • Find and replace
  • Find and replace - formatting
  • Set print area
  • Circular references and iterations
  • Circular references example
  • Trace precedents

Excel and Valuation: Shortcuts, Advanced Formatting and Quick Navigation Tools 

  • Professional formatting
  • Cell styles
  • Format painter and paste special
  • Format cells shortcuts
  • Custom numbers
  • Conditional formatting
  • Filter by color
  • Recording a macro
  • Fast scrolling
  • Freezing panes
  • Using split screens
  • Naming ranges
  • Data validation
  • F keys
  • Select visible cells

Excel and Valuation: Building a Model 

  • Introduction to building a model
  • Creating a mapping column
  • Building an output P&L
  • Filling out the P&L sheet
  • Calculating percentage variances
  • Building an output balance sheet
  • Applying index and match
  • Adding the forecast period
  • Calculating historical percentage ratios
  • Building a flexible model
  • Flexible model with V-lookup and columns
  • Calculating historical percentages
  • Forecasting
  • Fixed asset roll forward
  • Building a financial liabilities schedule
  • Building an equity schedule
  • Preparing a cash flow structure
  • Calculating cash flows

Excel and Valuation: Discounted Cash Flow (Exercise) 

  • Introduction
  • Valuation framework
  • Structure of the DCF model
  • Case study company information
  • Modeling revenues
  • Choose
  • Other revenues and cogs
  • Operating expenses and depreciation and amortization
  • Interest expenses and extraordinary items and taxes
  • Introduction to balance sheet items
  • Working capital "days"
  • Days calculation for historical period
  • Forecasting DSO, DPO and DIO
  • Forecasting PPE
  • P&L structure
  • Populating the P&L sheet
  • Populating the balance sheet
  • Completing the balance sheet
  • Cash flow structure
  • Bridge UFCF to net cash flow
  • Calculating UFCF
  • Calculating net cash flow
  • Calculating net cash flow for additional years
  • Introducing WACC
  • Calculating the present value of cash flows
  • Calculating continuing value and enterprise value
  • Calculating equity value
  • Sensitivity analysis
  • Goal seek
  • Final charts

Additional Course Details

BVR's eLearning courses are broken down into easy-to-understand modules, with quizzes throughout to test your learning and understanding of the topic. At the end of the course, you'll earn a Certificate of Knowledge to add to your arsenal of valuation accomplishments.

Software requirements: Microsoft Excel 2010 or newer

Prerequisites: None

Program level: Beginner to intermediate

Exercise files: 200 (includes solved and unsolved)

Videos: 176 (9.5 hours)

Estimated time to complete course: 12+ hours

CPE credits: There is no CPE available for this course.

eLearning FAQs

 

Q: How do I login to my eLearning course?

A:
Login using your My BVR and click on the course from the product listing.


Q: What are the device requirements?

A: You can access BVR’s eLearning Center on a computer, tablet, or smartphone that is connected to the internet and has audio capabilities.


Q: When does an eLearning course expire?

A: Courses expire 365 days after purchase.



Q: Can I earn CPE for eLearning courses?

A: Currently there are no courses approved for CPE. CPE is subject to approval by NASBA and updated information will be noted in the "additional course details" section when available.


Q: How do I earn a Certificate of Knowledge?

A: Complete all required modules and pass the quizzes (70% pass rate or higher). Complete the course evaluation form at the end of the course, and a certificate will be emailed to you following verification of completion.



Q: Who do I contact for technical help, course feedback, or questions?

A: Please contact questions@bvresources.com or call 503.291.7963.


Q: What language is the course in?               

A:
The course is in English.


Q: Can I retake a quiz or test if I don’t pass it the first time?

A: Yes. You are able to retake quizzes and tests, and also go back and review the material as needed.


Q: What is your refund policy?

A: 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 (503) 291-7963 or cs@bvresources.com.