Bojan Radojicic – Corporate Finance Modeling 2024

Who is this course for

• For finance and accounting professionals who want to level up its career by gathering crucial expertise in finance management, budgeting, forecasting and cash flow optimization
• For finance advisors responsible for M&As and business valuations
• For business owners and investors who want to level up the financial health of the company and discover its full earning potential

What You Will Learn

• Build a comprehensive finance models for sustainable growth
• Show your management and stakeholders framework to project future outcome
• Understand and manage KPIs and ratio numbers
• Make perfect planning of all financial categories: Revenues, NWC, CAPEX, OPEX, Salaries
• Improve cash flow position
• Use EBITDA concepts in both management analysis and M&A
• Determining valuation of the any business, investment or projects
• Application of essential valuation methods

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What is Course Format

• 6 Hours of video course sessions
• 35 lessons divided in 5 modules
• 50+ finance modeling sheets in Excel, editable and customizable
• 330 pages of PDF instructions on how to build and analyze finance models
• 30+ Pieces of actionable content: handbooks, cheat sheets, checklist and more
• 10+ Languages video course subtitle
• Featured end-to-end finance model with 30 integrated sheets of essential corporate finance calculations
• Assumptions, accuracy validation and consistency checks
• 3 statements monthly and annually planning excel model with visuals
• Advanced interface at Teachable platform, tracking notes and progress
• Getting a Certification
• BONUS: M&A, Startup and SaaS models

MODULE 1: Financial Statement Analysis

What will you Learn:

• Build a functional and accurate financial statements.
• Identify areas for KPIs improvement.
• Understand and manage ratio numbers.
• Perform different types of analysis like budget variance analysis, horizontal analysis, vertical analysis, breakeven point and more

What is included:

• 3 statements templates
• Profitability, structure, efficiency and liquidity analysis model
• Variance analysis model
• Segmented P&L model, P&L models per industries
• 8 lessons and 30 pages of instructions in PDF manual

Lessons in this Module:

MODULE 2: Financial Planning and Forecasting

What will you Learn:

• Create a precise forecast and projection of financial statements.
• Make informed decisions by providing a structured framework to project future outcomes
• Preparation of company budget

What is Included:

• Sales assumptions analytics.
• Revenue & COGS and gross profit model.
• Headcount, salaries model, and operating expenses model.
• CAPEX, NWC and Debt planning models.
• 12 lessons and 55 pages of instructions in PDF manual.

Lessons in this Module:

MODULE 3: Cash Flow Management

What will you Learn:

• Create more cash from business with advanced cash flow analysis and improvement techniques.
• Increase liquidity and financial health with precise planning of weekly and monthly cash flow.
• Successfully manage cash KPIs.
• Use concept of cash in M&A transactions and valuations.

What is Included:

• Monthly and annually cash flow planning model.
• Weekly cash flow forecast model.
• Proof of cash model.
• 4 lessons and 25 Pages of instructions in PDF manual

Lessons in this Module:

MODULE 4: EBITDA

What will you Learn:

• Understanding of EBITDA concept for different purposes.
• Identification of EBITDA adjustments.
• EBITDA adjustments on management vs diligence level.

What is Included:

• Detailed model for identification 8 types of adjustments.
• EBITDA Adjustments model.
• 3 lessons and 20 Pages of instructions in PDF manual.

Lessons in this Module:

MODULE 5: BUSINESS VALUATIONS

What will you Learn:

• Determining valuation of the any business, investment or projects.
• Application of essential valuation methods.
• Make precise discounting by understanding of cost of capital.
• Identify comparable companies, transactions and multiples.
• Understand and calculate key terms like WAAC, IRR, NPV, EVA, TV, EV and others.

What is Included:

• Discounted cash flow model.
• WACC model.
• Comparable companies model.
• Precedent transactions model.
• Project evaluation model.
• 8 lessons and 45 pages of instructions in PDF manual.

Lessons in this Module:

BONUS

BONUS MODELS:

• 7 startup valuation models (simplified)
• Startup finance model
• Employee bonus scheme model
• MRR & ARR forecast model
• SaaS metrics model
• Simplified 3 statements model

BONUS MATERIALS:

• Finance abbreviations list
• Annual financial statement closing checklist
• Budgeting checklist
• Cost budgeting handbook
• Finance modeling handbook
• Budgeting handbook
• Corporate finance handbook
• Valuation handbook
• KPIs handbook

BONUS M&A:

• Leveraged buyout model
• Goodwill impairment excel model
• Financial due diligence checklist

2000+ Practitioners and students

200+ Companies applied my models in their operations

REVIEWS

About me

Hi, I am Bojan,

As the Founding Partner and CEO of WTS Tax and Finance, with 17+ Years in the consulting industry, I have overseen a consulting firm specializing in a wide range of financial services, including valuations, M&A, IFRS advisory, tax compliance, CFO services, and transfer pricing. Holding a Master’s degree in Economics from the Faculty of Economics, University of Belgrade, and having completed specialist studies on transfer pricing at the Faculty of Law, University of Belgrade, I have acquired professional expertise through active involvement at international tax and finance conferences in world’s leading countries.

Over the years, I have achieved significant milestones, including the successful completion of 350+ finance, tax, and accounting projects, with notable clients such as Heineken, Mercedes Benz, Adecco, Siemens, Leoni, Ametek, and Airbus.

Furthermore, my team has processed transactions totaling $2 billion in the last decade, encompassing valuations, M&As, due diligence, and IFRS advisory. I have also cultivated a team of 20 exceptional professionals to support these endeavors.

Resume:

• Senior Partner in international finance and tax firm WTS
• 17+ Years in consulting industry
• Expertise: Corporate finance, IFRS, Valuations, M&A
• Main clients: Heineken, Mercedes Benz, Adecco, New Yorker, Continental, Siemens

Education and professional development

• Master’s degree in Economics, Faculty of Economics, University of Belgrade
• Specialist studies on transfer pricing, Faculty of Law, University of Belgrade
• Acquires professional expertise through active involvement at international tax and finance conferences in world’s leading countries (USA, Germany, Singapore)
• 135.000 followers on LinkedIn and other media

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