001 Jan 03, 2014 How to Use This Website

Each topic starts with the same introduction: a short instructional video providing direction for how best to use this website. The work sheet download, however, changes for each introductory video and provides notes relevant to each of the videos that follow in the series.

Download Notes: ASimpleModel.com Manual
Get Started »
002 Dec 23, 2013 Simple LBO

This video introduces the LBO model. It starts with an integrated financial statement model and adds the components required for LBO analysis.

Download Notes: Simple LBO Model
Download Model: Simple LBO (Step by Step)
Get Started »
003 May 17, 2014 Simple LBO: Scenarios & Data Tables

This video demonstrates the process of running multiple scenarios through your model, and using data tables to view a range of possible outcomes simultaneously.

Download Model: LBO with Scenarios & Data Tables
Get Started »
004 Feb 13, 2015 Simple LBO: Cash Sweep (1 of 2)

This is the first of two videos explaining the cash sweep in a simple LBO model. It requires six quick steps so I chose to capture the process in its entirety. The benefit of an unedited tutorial is that it exposes the small habits and tricks that are otherwise not shared. I hope it makes the material more approachable.

Download Model: Simple LBO with Cash Sweep
Get Started »
005 Mar 22, 2016 Simple LBO: Cash Sweep (2 of 2)

Whereas the first video focused on the mechanics of adding a cash flow sweep, the second video will describe what is taking place in your model. We will also be including notes that explain how this is dealt with at the company level.

Get Started » 006 Jun 14, 2016 Update to Balance Sheet Adjustments

Recently the FASB announced an update that requires a change to the presentation of debt issuance costs in financial statements. While I would argue that the old presentation is superior to this new requirement for most modeling exercises, it is important to be aware of all GAAP standards as you will encounter them reviewing audited financial statements.

Get Started » 007 Apr 14, 2016 LBO: Multiple Worksheets Approach

In this video we make the transition from building the model on one worksheet to organizing information on multiple worksheets. As an introduction to this approach, the video focuses on the advantages realized. [NOTES PENDING]

Get Started » 008 Jul 06, 2016 LBO: Adding Preferred Stock

In this video the process of adding preferred stock to the model is captured in its entirety. Whether it's another debt tranche or class of preferred stock, if you are building your own models this is a common exercise in the life of a financial analyst.

Get Started » 009 Aug 18, 2016 LBO: Cash Sweep Update

Whereas the first video introducing the cash sweep limited optional repayment of debt to senior debt, this video walks through a template with optional repayment toggles for all debt tranches. Financial model available for download.

Get Started » 010 Jan 06, 2017 LBO: Class B Common Stock

In this video we start to explore equity structure in greater detail and add Class B Common Stock to the model. The video also provides an overview of private equity fund structure.

Download Notes: Private Equity Fund Structure Overview
Download Model: Adding Class B Common Stock
Get Started »