Booking Inormation
Once you have booked your course, you will receive a confirmation email containing an access link and passcode. Use these to set up your account on the Chartered Accountants Ireland Portal within the Kubicle site.
About This Course
Using debt to acquire a company is a common practice in the business world. In this course, you’ll learn how to assess the risks and benefits of this, by exploring how a Leveraged Buyout (LBO) can help.
Across 13 lessons, you’ll learn how to build, run and manipulate a LBO model in Excel, using an acquisition case study as an application example.
By the end of the course, you should have a clear understanding of the steps involved in an LBO and feel confident in helping your company with such an acquisition.
Learning Outcomes
- Build a Leveraged Buyout model in Excel
- Define the assumptions of an LBO transaction
- Understand the difference between secured and unsecured debt
- Create a Sources and Uses table in Excel
- Create a debt repayment schedule
- Analyze the impact of adjusting transaction assumptions
- Calculate debt service metrics
- Calculate the returns from an LBO
Lessons
- What is a Leveraged Buyout (LBO)?
- How to Build a LBO Model
- Transaction Assumptions Part 1
- Transaction Assumptions Part 2
- Secured Debt
- Unsecured Debt
- Entering Our Loan Structure in Excel
- Creating the Debt Schedule
- Calculating the Cash Balance
- Amending Our Transaction Assumptions
- Key Metrics for Covenants
- Estimating Our Returns from the LBO
- Conclusions and Improvements
Contact us
If you have any questions regarding this or any other CPD course or
requirements, please feel free to contact the team here or call us at (+353) 01 523 3930
Note for Legacy CPA Members
Members who joined Chartered Accountants Ireland following1 September 2024, please continue to book on the CPA Portal
here
to ensure you receive your member discount.