Advanced LBO modelling


For users wanting to gain expert financial modelling skills, this detailed course provides a detailed walk-through of a leveraged buyout model for a fictional company. The course by Kubicle will show you how to perform a full 3-statement financial model projection, incorporate multiple debt instruments and calculate the final returns on the proposed deal.  This course was created & customized for Chartered Accountants Ireland by

Venue details:  
Online EU, ,
Start date & time:  
01 January 2021 00:00
End date & time:  
01 January 2022 00:00
By registering for this course you have accepted the terms and conditions
Training ticket cost:  
6.00 Training Tickets accepted
CPD hours:  
Speaker details
No speakers have been associated with this event.


Product type:  
CPD online course
Kubicle, Technology and data

Who Should Attend?

This course is suitable for advanced learners who are very familiar with writing formulas and performing analysis in Microsoft Excel. It is best suited to accountants, management consultants, analysts and other business professionals.

Course Overview

This Kubicle course contains 14 lessons, 6 exercises and 2 Exams. It covers the following topics:

  • Deal Fees, Funds Required, and Debt Structure
  • Revenue Projections
  • Expense Projections
  • Capital Expenditure and Depreciation Projections
  • Projecting the Balance Sheet
  • Projecting the Statement of Cash Flows
  • Different Debt Instruments
  • Compiling a Sources and Uses Table
  • Allocating the Purchase Price Premium
  • Creating the Debt Schedule
  • Completing the Financial Statement Projections
  • Modelling Optional Debt Repayments
  • Investment Analysis and Key Performance Metrics
  • Returns Analysis

Key Outcomes

Once you have completed this course you will know how to build a full 3-statement projection in Excel for a LBO target. You will be able to model an array of debt instruments, including optional payments and revolvers. You will also be able to analyse the performance of the company, ensuring it stays within debt covenants and provides a healthy ROI to investors.