Modeling & Valuation for Investment Banking

Max Adams

Head Coach, Wall Street Mastermind

Build financial models you can explain with confidence

Turn accounting knowledge into a financial model you can build, check, and explain. This free four-hour live workshop walks through a practical framework for financial modeling and valuation, connecting assumptions, financial statements, and the conclusions that matter in interviews.

Learn how the pieces fit together and how to defend your reasoning when an interviewer asks a follow-up. Bring a laptop with Excel to follow along.

What you’ll learn

Build and check financial models, connect accounting to valuation, and explain your assumptions in technical interviews.

Organize inputs, calculations, and outputs in a clear structure.
Connect operating assumptions to the financial statements.

Translate accounting relationships into model formulas.
Understand how assumptions change financial results and value.

Walk through the logic behind your assumptions and calculations.
Use model checks and sensible outputs to defend your conclusions.

Workshop agenda

Model structure and assumptions
Set up inputs and operating assumptions, then connect them to the financial statements.
Valuation and model checks
Understand the link between model assumptions, cash flow, and value. Check formulas and outputs for consistency.
Explaining the model in interviews
Practice walking through the model and answering technical follow-up questions.