Business Valuation and Financial Modeling in Jakarta | 24th & 25th July

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Business Valuation and Financial Modeling Workshop - 24th & 25th July , Jakarta


Our valuation and financial modeling modules are offered separately or bundled for those seeking to build, compliment or expand their professional skill set.

Day 1 – Valuation: In this module, we will examine the three main valuation methodologies used in estimating the value of a corporate enterprise: publicly-traded comparables, transaction comparables and a discounted cash flow (DCF).   We will further explore the differences between public and private company valuation and how it relates to making either an investment decision (minority stake) or an acquisition (change-of-control investment). We will also introduce a leveraged buyout analysis and how it can provide a fourth, and often more practical, “ability-to-pay” valuation. Finally, we will discuss special situations and approaches in valuing distressed and pre-revenue companies.

Day 2 – Financial Modeling: Financial modeling is a departure point from valuation in that it helps to provide us with predicative assessment of what our target company would look like under particular transaction. Modeling is a crucial step in making informed investment decisions that can have a huge financial impact on companies. By attending this course, you will be able to effectively prepare, analyze and interpret financial models in corporate finance and mergers and acquisitions.

Key take aways:


  • Value any kind of firm in any market (small
    and large, private and public) with a combination of accepted methodologies and practical insights models
  • Value special situations, such as financially troubled firms and start-up, pre-revenue firmsExcel different


  • Gain an introductory understanding of integrated financial statement modeling
  • Learn to how to forecast projections
  • Become familiar with cash sweep modeling
  • Acquire the ability to prepare, analyze and interpret financial models
  • Construct forecasted financial statement models and perform sensitivity analysis
  • Develop or improve Excel skills while learning different modeling techniques



  • The mix of basic valuation techniques & applications provided in this seminar will appeal to a widely diverse audience.
  • Equity research analysts, who are interested in examining alternatives to the multiples that they use or the linkage to discounted cash flow models
  • Corporate financial officers, who want to understand the details of valuation, either because they are planning acquisitions or are interested in value enhancement strategies for their firms
  • Analysts involved in mergers and acquisitions, who would like to acquire a wider repertoire of valuation skills
  • Portfolio Managers who are interested in the effects of corporate restructuring on firm value, and the implications for portfolio management.
  • Anyone interested in valuation


  • The Role of Valuation

    • Valuation methods

    • Breakup analysis

    • ­Valuation ranges

  • Comparable Company Analysis

    • Benefits and challenges

    • When to use

    • Identifying and developing comparables

    • Analyzing the data

    • Summarizing conclusions

  • M&A Transactions Analysis

    • Control valuations

    • Benefits and challenges

    • When to use

    • Identifying and developing comparables

    • Reading deal announcements

    • Analyzing the data

    • Summarizing conclusions

  • Discounted Cash Flow (DCF) Analysis

    • Benefits and challenges

    • Key components

    • Common errors in a DCF

    • Checking a DCF

    • Comprehensive DCF walkthrough

  • Leveraged Buyout (LBO) Analysis

    • Benefits and challenges

    • Comparison to DCF

    • Key components

    • Simplified LBO analysis

  • Financial Modeling Overview

    • Purpose, uses and types

  • Introduction to LBO Modeling

    • Key Components

    • Financial statement forecasting

    • Cash sweep and statement integration

    • Purchase price calculations and considerations

    • Creation of short form LBO Model

    • Returns analysis

    • Credit ratios

  • Introduction to M&A Modeling

    • Merger model uses

  • Creation of Accretion / Dilution Model

    • Calculation of equity value and purchase price

    • Impact of various considerations

    • Synergies and pre-tax synergies required to breakeven

    • Proforma income statement

    • Pro Forma EPS to acquirer


Rick is an experienced Wall Street and Silicon Valley investment banker based in Asia. Having completed over 50 transactions totaling over US$10 Billion and having covered a broad base of fundraising and M&A advisory assignments across the globe, he has worked with a wide range of clients from Fortune 500 companies to advising start-ups. His industry experience covers chemicals, transportation, telecom, media, technology, retailing, consumer products, and security and defense industries.

He is the founder of Lares Loreno Private Capital, a Singapore-based firm providing advisory and corporate finance services to small and medium-sized enterprises, family businesses and private equity investors. Rick is also a director with Fortress Group, a US-based fund placement agent and oversees their fund placement operations in Asia.

Previously, Rick was a Vice President at Deutsche Bank in their Consumer Products and Retail Coverage Group in New York where he called on and worked with corporate and private equity clients globally.

Prior to Deutsche Bank, Rick split his time between Merrill Lynch’s Consumer Products Group in New York and their Internet Technology Group in Silicon Valley, California where he led their Internet E-commerce investment banking group, raising capital and providing strategic advisory for companies looking to monetize or expand their existing internet businesses.

Rick began his investment banking career as an associate at Donaldson, Lufkin & Jenrette (subsequently acquired by Credit Suisse). He immediately gained significant transaction experience in emerging markets, M&A and leveraged finance.

He also has a corporate governance background as an independent director on the boards of directors of listed and private companies in Spain, US, China and Japan and is the trustee for an employee stock ownership plan (ESOP) for a Wang Technologies, a geotechnical engineering company in the US.

He was actively involved in recruiting and training incoming analysts and associates at Deutsche Bank and Merrill Lynch and was a teaching assistant for advanced financial statement analysis at the University of Chicago – Booth School of Business.

Rick is a member of the Singapore Institute of Directors and is a Chartered Alternative Financial Analyst (CAIA). He graduated with an MBA from the University of Chicago – Booth and a BS in Economics from the United States Naval Academy at Annapolis.



DoubleTree by Hilton Hotel Jakarta

Jl. Pegangsaan Timur No.17, RT.10/RW.1, Cikini, Jakarta, Kota Jakarta Pusat, DKI Jakarta 10310, Indonesia


Registration Jakarta:

Standard Fee : USD 900 per delegates
Early Bird Discount – 1(Valid till 30th June) : USD 800 per delegate

Early Bird Discount – 2 (Valid till 14th July) : USD 850 perdelegate

Special Fee for ICAI/MAPPI/CFA Members : USD 700 per delegate

For Registration and queries, please email us at or call Mr Raj on +91 9650920078 or Whatsapp on +91 9650927738

Corporate and Group discount (for 3 or more delegate) available

Kindly Note :Fee is excluding local taxes or withholding taxes if any. In case withholding tax is deducted the invoice will be of higher value.


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