The Expert Ally
Program is a corporate finance curriculum that
focuses primarily on valuation techniques,
transaction structuring and consulting with business
owners. With an aging baby-boom generation, it is
critically important that lenders be well-versed on
the subject of valuation and transfer of ownership.
With case studies as a backdrop, these seminars
reinforce the vocabulary and skill sets necessary
for bankers to proactively strategize with CEOs and
business owners to earn the status of Expert Ally.
Corporate Finance Fundamentals &
Valuation Techniques |
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2
DAYS
This seminar builds on Module 4
in the Credit Risk Training
Program. Participants use NPV
and IRR calculations to
understand how management makes
investment decisions. Topics
covered include: free cash flow,
cost of equity, WACC, terminal
value and enterprise value.
Participants explore how
valuation techniques which
stress the link between market
multiples and discounted cash
flow can be integrated into
their daily work with clients. |
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Structuring Transactions Using Valuation |
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1 DAY
Designed as an extension of the
previous course, this seminar
takes corporate finance theory
and valuation techniques into
actual practice. Participants
value a company from the
perspective of both buyer and
seller by calculating free cash
flow and using their own cost of
capital based on a prospective
capital structure of their
design. Qualitative factors such
as management continuity and
potential co-investment rights
are explored. Participants
create competitive bids for the
acquisition target. |
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The Expert Ally Seminar |
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2 DAYS
Building on the skill sets
developed in the first two
seminars, the goal of this
course is for senior
relationship managers to
generate more productive
conversations with their
customers and to position
themselves as an Expert Ally on
the subject of value, change of
ownership and capital
structuring. Using 2 case
studies, participants learn how
to present corporate finance
solutions that can create value
for their customer’s
shareholders while generating
fee income opportunities for the
bank. |
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Herter Associates
has worked closely with
Pimley & Pimley, Inc., one of its
Instructional
Partners, to develop this curriculum. Herter
Associates licenses cases and course material from
Pimley & Pimley that are an integral part of
this curriculum. These seminars can be customized to
meet your institution’s specific training
objectives.
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