Skip to content

How Financial Advisors Are Elevating Their Careers with the Valuation Master Class Boot Camp

By Andrew Stotz

Why Financial Advisors Are Choosing the Valuation Master Class Boot Camp For financial advisors, mastering company valuation is crucial in making informed investment recommendations, asset allocations, and financial strategies for clients. In an industry where credibility, expertise, and confidence set you apart, the Valuation Master Class Boot Camp has become the go-to program for advisors…

Read More

Abbreviations

By Andrew Stotz

Abbreviations you might encounter working with the ValueModel or any forecasting and valuation: WACC, COE, ROIC, DPR, CAPEX, FCFF, EPS…

Read More

P&L Forecasting

By Andrew Stotz

Three things that really matter on “Profit and Loss statement” or what we also call “Income statement” in the US or “P&L” in the UK. First …

Read More

Data updates

By Andrew Stotz

Gaining advantage by exploiting new data instantly is only possible if done immediately. This is how to manually update the data …

Read More

Valuation Master Class forecasting guidance

By Andrew Stotz

ValueModel is a three-stage model to cover three phases of a company’s growth life cycle divided into three categories: P&L, balance sheet …

Read More

Total asset growth, net fixed asset growth and CAPEX-to-depreciation

By Andrew Stotz

ValueModel checks if your total asset growth, net fixed asset growth, and CAPEX-to-depreciation forecast deviate substantially from the past.

Read More

Theory

By Andrew Stotz

P/E is an easy to use and commonly used measure of company value, it can be described as what you would pay in price for one in earnings.

Read More

Terminal multipliers

By Andrew Stotz

We estimate the terminal value of cash flows by valuing the company as a perpetuity using the Gordon Growth model.

Read More

Introduction to the model

By Andrew Stotz

The excel file consists of 9 sheets which serve different purposes. Sheet FS: This sheet includes the financial data provided

Read More

ROIC fading and terminal multiplier

By Andrew Stotz

The ValueModel checks whether your terminal multiplier is too high and you chose the right ROIC fading. Related Valuation Mistakes articles

Read More