Teaching Real Valuation Skills That Actually Work
For seven years, we've been helping financial analysts master DCF models, comparables analysis, and complex valuation scenarios through hands-on practice with real market data.
Started with a Simple Problem
I kept seeing analysts struggle with the same valuation mistakes. Fresh graduates could run Excel formulas but couldn't spot when their DCF assumptions made no business sense. Senior analysts relied on shortcuts that worked until markets shifted. So we started small — weekend workshops in Sydney, teaching the fundamentals that textbooks somehow miss.
Learning Through Market Chaos
When COVID hit and valuations went haywire, our approach proved its worth. While others panicked, our students knew how to adjust their models for unprecedented scenarios. That crisis taught us something important: you can't just teach techniques. You need to teach judgment.
Building Something Sustainable
By now, we'd worked with analysts from major banks, boutique advisory firms, and corporate development teams across Australia. Each engagement refined our methods. We developed case studies from actual M&A deals, created simulation exercises based on real market conditions, and built feedback loops that actually improve performance.
Where We Stand Today
These days, our focus is on depth over breadth. We work with smaller cohorts, tackle more complex scenarios, and spend time on the nuanced judgment calls that separate competent analysts from exceptional ones. Every program we run teaches skills that translate directly to better decisions in real deals.
People Behind the Programs
Our instructors have spent years in investment banking, corporate finance, and advisory roles. They bring real experience from actual deals, not just academic theory.
Bjorn Lindqvist
Fifteen years at Macquarie and Deutsche Bank taught Bjorn how models break under pressure. He specializes in energy and infrastructure valuations, particularly the messy scenarios where standard approaches fall short. His case studies come from deals he actually worked on.
Katarina Novakovic
Katarina designs our curriculum based on what actually trips up analysts in practice. She spent eight years in corporate development at Woolworths and BHP, so she knows which valuation concepts matter most when you're making real investment decisions under time pressure.
DCF Modeling with Real Market Constraints
We teach DCF analysis the way it's actually used in practice — with incomplete data, tight deadlines, and skeptical stakeholders. Our workshops focus on building robust models that hold up under scrutiny.
- Terminal value calculations that make business sense
- Sensitivity analysis for real-world decision making
- Handling cyclical businesses and seasonal patterns
- Stress testing assumptions under different scenarios
Comparables Analysis Beyond Simple Multiples
Anyone can pull P/E ratios from Bloomberg. We teach you how to identify truly comparable companies, adjust for differences that matter, and present multiples analysis that actually informs decisions.
- Building peer groups that stand up to challenge
- Adjusting multiples for size, growth, and profitability
- Understanding when comparables are misleading
- Integrating multiples with fundamental analysis
Complex Scenarios and Special Situations
Standard valuation methods break down in distressed situations, high-growth companies, and businesses with unusual structures. We prepare you for these challenging cases through intensive practice with real examples.
- Valuing companies with negative cash flows
- Sum-of-the-parts analysis for conglomerates
- Real options approach for development projects
- Distressed company valuation techniques
Ready to Strengthen Your Valuation Skills?
Our next comprehensive program starts in September 2025. We work with small groups to ensure everyone gets the attention they need to master these complex techniques.
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