M&A Modeling Complexities – Felix

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M&A Modeling Complexities

M&A Modeling Complexities explores tax deduction of options, working capital adjustments, currency issues, and asset step ups and deferred tax liabilities. As well as the present value of synergies to premium paid, and return on invested capital.

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13 Lessons (35m)

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1. Tax Deduction of Options

02:05
2. Tax Deduction of Options Model

02:36
3. BS Consol and NCI - 2 Methods for Goodwill Calculation

03:14
4. Goodwill Calculation When Creating NCI Workout

03:02
5. WC Adjustments in Acquisitions

02:04
6. WC Adjustments in Acquisitions Model

02:19
7. Different Year-ends Means Calendarizing

02:07
8. Different Year-ends Means Calendarizing Workout

03:28
9. Asset Step Ups and Deferred Tax Liabilities

01:24
10. Asset Step Ups and Deferred Tax Liabilities Model

02:46
11. Output - Synergies vs. Premium Paid Workout

03:01
12. Flexible Deal Date

03:59
13. Flexible Deal Date Model

03:47

Prev: Earnouts Next: Advanced M&A Modeling

BS Consol and NCI - 2 Methods for Goodwill Calculation

Notes
Questions

03:14

Understand the two valuation methods used to value an NCI when calculating goodwill

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Glossary

Deal Goodwill Fair Value of NCI Identifiable Net Assets NCI Value

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Introduction to Finance Accounting Financial Modeling Valuation M&A and Divestitures Private Equity

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