"I learned a great deal of useful on-the-job skills...the productivity increase of the Excel shortcuts and macros will make your life as a junior banker a lot easier..."

MATTHEW TSUI,
Summer Analyst, Needham & Company

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  FREE RESOURCES

  FINANCE RESOURCES
Resource Description
SDC Thomspon's "Transaction Value" Summary of our analysis on which of the three figures is correct from SDC Thomson: Transaction Value, Rank Value, or Enterprise Value for deal comps
Quarterly DCF Discounting Illustration of annual vs. quarterly DCF and how to discount properly using NPV function in one cell
Payback Period Example Calculation of discounted and undiscounted payback period, both intuitive calculation and one-cell complex calculation using arrays
DCF Stub Period Discounting Illustration of how to properly discount full year and stub periods for DCF or similar analyses
WACC The world revolves around WACC
Valuation Methodologies Summary of corporate valuation methodologies as used on Wall Street investment bankers, including overview discussion of trading comps, deal comps, DCF, LBO analysis
Financial Statement Integration Exhibit that illustrates the integration and linkages among the three major financial statements: Income Statement, Balance Sheet and Cash Flow Statement
Financial Statement Steps Summary of the steps required to building a fully-integrated, self-balancing financial projection model
Financial Statement Assumptions Brief overview of the logic in defending and justifying your sales/revenue growth and other financial projection model assumptions
Treasury Options Shares Explanation of how to account for diluted shares outstanding using the treasury method of adjustment
IPO Process & Timetable Summary of the IPO and Securities Issuance process and timetable
M&A Process & Timetable Summary of the Mergers & Acquisitions process and timetable
M&A Strategy article Article from Chief Executive magazine on M&A strategy
Circular Reference Explanation of how circular references are created in a financial model. Our various training products and services explain how to avoid circular references
Excel Iterations Logic Explanation of how Excel iterates when circular references are unavoidable
SEC Filing Types Summary of the major SEC filings types
Ibbotson Risk Premia 2006 Edition of Risk Premia over Time 2006, © 2006 Ibbotson Associates, Inc.

  TECHNICAL RESOURCES
Resource Description
WST Macros Add-In v3.2.2 (MAJOR MAJOR upgrade!) WST Macros & Custom Shortcuts Excel Add-In designed to further automate Excel's capabilities to become super-efficient and effective! We assign unused Excel keyboard shortcuts to our macros, never overwriting Excel defaults!
Excel Shortcuts Compilation of the most frequently used and time saving shortcuts in Excel
Excel 2007 Menu Shortcuts Compilation of the new Excel 2007 menu driven shortcut keys
Excel Shortcuts for Mac Compilation of the Excel shortcut keys for Macintosh
Excel Formulas Compilation of some of the basic formulas in Excel
Word Shortcuts Compilation of the most frequently used and time saving shortcuts in Word
PowerPoint Shortcuts Compilation of the most frequently used and time saving shortcuts in PowerPoint
Windows Shortcuts Compilation of the most frequently used and time saving shortcuts in Windows
Gray Background Instructions to change your computer background to gray to show white cells

  CAREER RESOURCES
Resource Description
Resume Tips Some helpful resume writing tips
Cover Letter Tips Some helpful cover letter crafting guidelines
Interviewing Tips Some helpful interviewing pointers




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