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…
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Misclassification
We help you with the identification and correction of misclassifications. Here are some of the data difficulties we encountered in the past:
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Inventory, receivables, and payables
ValueModel checks if Inventory conversion period, receivables collection period and payables deferral period forecast deviates substantially
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Formulas & definitions (list)
Explanation of items and the used formulas within the ValueModel. Quick jump to: P&L – Supplemental – BS: Assets – BS: Liabilities
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Cost of equity
ValueModel checks whether your cost of equity is reasonable. To make sure none of the cost of equity estimates is unreasonable results below
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Dividend payout ratio and ROE
The ValueModel checks whether your ROE and DPR forecast deviates substantially from the past.
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Common valuation mistakes
Don’t lose sight of the bigger picture of the complex of Business valuation. The ValueModel is designed for the analyst to avoid mistakes.
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Code of ethics
The CFA Institute Code of Ethics and Standards of Professional Conduct are fundamental as the code every analyst should follow.
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Change in working capital
ValueModel checks if the change in working capital is in line with historical figures. If the company is spending in advance of its growth…
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Cash to sales
The ValueModel checks whether your cash-to-sales-ratio forecast deviates substantially from the past. Necessary for the unexpected
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