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 View 2016 Program Brochure (PDF)

In response to requests for more intermediate and advanced level training, we have taken our most popular advanced training sessions, and packaged them into an Advanced Topics series. The series is specifically designed for those with prior work experience in valuation and financial modeling or have taken our Valuation and Financial Modeling workshops. Each topic is covered in ~2.5 hour module during the course of one day.

To register or to view training locations and date options, please see our course calendar.

Course Pricing:

  • Early Registration: $1,000 per day (register at least 14 days in advance)
  • Standard Registration: $1,300 per day
  • Group rates are available
  • Discounts offered to existing clients

Please contact info@trainingthestreet.com for more information

Advanced Topics Outline

(please see Program Brochure PDF for complete outline)

Advanced Accounting: Deferred Taxes

  • Deferred Tax Liabilities
  • Deferred Tax Assets
  • Deferred Taxes Created in Purchase Accounting
  • Modeling Deferred Taxes
  • Case Studies of Financial Disclosure
  • DTLs from Equity Investments
  • Primer on NOLs and Valuation Allowance

Advanced LBO: PIK’s, Warrants, and Recaps

  • Overview of PIK’s, Warrants, and Recaps
  • “Payment-in-Kind” (PIK) Instruments
  • Mezzanine Financing with Warrants
  • Conceptual Understanding and Motivations of “Recapitalization Analysis”:
    • Leveraged Recaps
    • Special Cash Dividend
    • Share Repurchase

Advanced M&A: Public Market Separation Techniques

  • Introduction to Subsidiary Redeployment
  • Equity Carve-Outs
  • Spin-Offs
  • “Reverse Morris Trust” Structure
  • Split-Offs
  • Split-Ups
  • Tracking Stocks
  • Cash Rich Split-Offs

 

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