General Orientation and Navigation (Getting Started)
In this webinar, we will walk you through navigating the FAT.
This is a familiarization module designed to familiarize yourself with all parts and functions of the FAT.View Webinar
Recasting and Projecting Using the FAT
Using the FAT, in this module, we will walk you through a complete recast of the Income Statements and Balance Sheet, and move on to creating pro-formas / projections.
Upon completion of this module, you will be able to perform full recasting of financial statements, create projections for use with the Income Approach methods of valuation.View Webinar
Financial Analysis Using the FAT
This module will focus on the analytical process that can be used when performing a valuation using the FAT.
Upon completion, you will have a greater understanding of the power of the FAT analytics.View Webinar
Importing DealStats Data
This webinar will focus on the Direct Market Data Method using comparables from the DealStats database and the use of multiple comparable industries.
Upon completion, you will have a higher level of comfort performing valuations using the DMD Method.View Webinar
Performing a Valuation / MPSP Report
This key module will focus on the actual assessment of value, assumptions and selections, thinking process, and complete a full valuation with pre-inputted data.
Upon completion, the light will shine on the simplicity and intuitiveness of performing a simple or complex valuation.View Webinar
Teaching Valuation Basics Using the FAT
This module will focus on the simple explanatory sections within the FAT and will be key to anyone training a new user in performing valuations.
Upon completion of this module, you will be easily able to remind yourself of some of the methods and functions, and show others.View Webinar
Using the FAQ
The FAQ is an important tool in gathering data and questioning the client of the required data to analyze.
Upon completion of this module, you will be able to effectively use and create the FAQ within the FAT.View Webinar
Generating a Valuation / MPSP Report
This important session will focus on the generation of Valuation Reports, customizing one’s proprietary documents and creating one’s own professional templates.
Upon completion of this module, you will achieve competency in generating custom professional valuation reports.View Webinar
Generating Marketing Reports Using the FAT
This last session will focus on the generation of the marketing materials including the BP, CBP / CBR, and CIM. Like the previous webcast, this will also cover customization and creating proprietary templates.
Upon completion of this module, you will have achieved a great level of proficiency using the FAT and creating professional and informative marketing materials.View Webinar
Honing your Valuation and MPSP skills using the Financial Analysis Tool (FAT) Webinar
A practical guide to navigating the FAT software to maximize efficiencies in performing and presenting Valuations/MPSP’s.
Whether you are just starting out, or a veteran in business brokerage, M&A or valuation business, this tool will allow you to maximize efficiency.
The FAT is a spreadsheet based platform that can be as simple or as complex as the user desires and was specifically designed to support professionals in the Business Brokerage and M&A advisory industry, primarily in pre-transaction activities. Having been used by business brokers, M&A advisors, and valuation professionals worldwide since 2008, the FAT has passed the test of time and is dynamically enhanced on an ongoing basis from user feedback.
It is a powerful valuation platform that provides users a range of tools and services including but not limited to recasting, business valuations, financial statement analysis, financial report preparation, performance analysis and analytics, as well as customizable base templates for marketing materials such as the CBP or CIM, financial analysis, data gathering such as the Financial Analysis Questionnaire (FAQ) and valuation/MPSP or BOV reports.View Webinar