General Orientation and Navigation (Getting Started)

June 23, 2020

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.

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Recasting and Projecting Using the FAT

July 7, 2020

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.

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Financial Analysis Using the FAT

July 22, 2020

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.

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Importing DealStats Data

August 5, 2020

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.

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Performing a Valuation / MPSP Report

September 2, 2020

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.

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Teaching Valuation Basics Using the FAT

September 23, 2020

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.

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Using the FAQ

October 7, 2020

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.

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Generating a Valuation / MPSP Report

October 23, 2020

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.

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Generating Marketing Reports Using the FAT

November 3, 2020

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.

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Honing your Valuation and MPSP skills using the Financial Analysis Tool (FAT) Webinar

May 5, 2020

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.

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