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Overview

Recommended prep courses

These preparatory courses are optional, but we recommend you to complete the stated prep course(s) or possess the equivalent knowledge prior to enrolling in this course:

  1. Excel Crash Course
  2. Building a 3 Statement Financial Model
  3. Business Valuation Modeling

LBO model course

Learn to build an LBO model from scratch in CFI’s leveraged buyout modeling course. This advanced class covers how to set up and build an LBO model step-by-step including assumptions, financing, forecast income statement, balance sheet, cash flow, debt schedule, DCF, IRR, sensitivity analysis, error checks, all formulas, functions, and formatting.

LBO model course - Leveraged Buyout Financial Modeling

LBO Modeling curriculum

This advanced financial modeling course covers everything you need to build an LBO model from scratch.

Learning objectives include:

  1. Layout and structure – how to effectively set up the model in Excel
  2. Assumptions – general transaction details, operating scenarios, financing terms, sources and uses of cash, etc.
  3. Historical financial statements – linking the 3 statements in Excel
  4. Building the forecast – using operating scenarios and other assumptions to drive the forecast
  5. Transaction balance sheet – calculating all adjusting entries to create a pro forma balance sheet (goodwill, recapitalization, etc)
  6. Debt schedule – model all tranches of debt and interest using dynamic formulas
  7. Credit metrics – model all necessary debt covenants such as debt/EBITDA, EBIT/Interest, fixed-charge coverage ratio, and more
  8. DCF & IRR – incorporate a discounted cash flow (DCF) analysis and internal rate of return (IRR) by investor type
  9. Sensitivity analysis – create data tables to sensitize the IRR based on changes in key assumptions and drivers
  10. Charts & graphs – show outputs and results from the LBO model

Screenshot of LBO Model in Course

Who Should Take this LBO model course?

This LBO model course is designed for advanced financial practitioners. It is most suitable for professionals working in investment banking and private equity, although it may also be useful for professionals in equity research, corporate development, and other areas of finance.

This course counts as one of the Elective requirements for CFI’s Financial Modeling and Valuation Analyst (FMVA)™ certification.

Private Equity Modeling Course

Why take this LBO Modeling class?

Looking to take your career to the next level and learn advanced technical skills? In this step-by-step class, you’ll learn how professionals build LBO models from scratch, including every single formula and function.

The main benefits of taking this class include:

  • Learning the mechanics of a leveraged buyout transaction
  • Understanding how to most effectively structure an LBO model
  • Learning advanced Excel formulas and functions
  • Building a complex financial model
  • Assessing a company’s debt capacity
  • Evaluating the attractiveness of an acquisition opportunity
  • Gaining confidence in advanced modeling techniques
  • Advancing your career as a financial analyst

LBO model training

Leveraged Buyout LBO Modeling

Subscribe

Level 5

Approx 11h to complete

100% online and self-paced

Subscribe to get access to FMVA and other programs

From $497/year

Learn More

What you'll learn

Lesson
Multimedia
Exams
Files

Become a certified Financial Modeling & Valuation Analyst (FMVA)® Certification

Leveraged Buyout LBO Modeling is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 29 courses.

Financial Modeling & Valuation Analyst (FMVA)® Certification
  • Skills learned Financial modeling and valuation, sensitivity analysis, strategy
  • Career prep Investment banking and equity research, FP&A, corporate development

Path to certification

Prerequisite courses

7 courses from beginner to intermediate level.

01 Optional

Core courses

11 courses from beginner to intermediate level.

02 Required

Elective courses

11 courses at an advanced level.

03 Required

Get Certified

Submit your FMVA® checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

FMVA® Financial Analyst Certification courses are offered 100% online, allowing you the flexibility to start the financial analyst program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and elective courses (14 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified FMVA Certification will be emailed to you.

What our students say

Review of the course "Leveraged Buyout LBO Modeling"
Very well conceptualized, well designed and delivered by the instructors. Very interesting and challenging and bit tough too. Overall enjoyed the course.

Abhay Kumar Sinha

Highly Recommended
Highly recommended for anyone getting serious on LBO Modeling... The course materials are excellent

Hendra Rakhmawan

lbo modelling
great course a real inspiration

Marko Maschek

Amazing learning experience
Very clear step by step training course on LBO models. Highly recommended!

FAUSTO SCIABICA

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Frequently asked questions

Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
No! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and help delve even deeper into the course concepts, please look into our free career resources library.
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function which allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
What is the price of the subscription?
All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.
What is included in the subscription?
All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.
More Questions?
Please Email us and we'll be happy to answer any of your questions!
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