The Impact of Tax Reform on Financial Models
Understand How to Modify Pitchbook and Deal Models to Reflect Tax Reform
TCJA impacts far more than the headline tax rate reduction. This course shows investment bankers and private equity professionals how the financial models they use to support M&A and LBO transactions need to be revised to reflect new limits on interest expense deductions, bonus depreciation and changes to NOL rules.
Excel Model Template Included: Includes a complete and reusable TCJA-Adjusted Financial Statement Model, DCF and LBO Model Template.
What You Will Learn
Part 1: Financial Statement Model Impacts
Part 2: Valuation Model Impact
Part 3: M&A and Private Equity
Tax Reform Headlines
Headline 1: Lower Tax Rate
Headline 3: Limit on Interest Deduction
Taught by Bankers
Our instructors are former investment bankers who give lessons real-world context by connecting it to their experience on the desk.
Used on the Street
This is the same comprehensive course our corporate clients use to prepare their analysts and associates.
Free Unlimited Access to the WSP Support Center
Receive answers to questions, free downloads, and more from our staff of experienced investment bankers.
This course assumes basic familiarity with financial modeling, LBO and DCF analysis. Students with no prior background in financial modeling should enroll in the Premium Package prior to taking this course.Learn More