Lesson 15 of 23 · Money
Valuations & Acquisitions
Enter a company and Winston researches everything publicly findable about it: size, reputation, competitive position and red flags. He gives an indication of value with a low and high estimate, models the finances, suggests how a deal could be structured, and scores it from 1 to 10 as an acquisition or investment.
What this tab is for
- Research any company from public sources
- Get a low and high value estimate and financial modelling
- See deal-structuring, M&A and tax considerations
- Compare strengths with diligence red flags, and get a due-diligence checklist
Option 1 of 1
Running research
- 1
Fill in Research a company
Company name, and the website and location if you have them.
- 2
Press Run research
It can take a few minutes.
- 3
Read the report
Company overview, Indication of value (low and high estimate), Financial modeling, Deal structuring & M&A guidance, and Tax & reporting considerations.
- 4
Weigh it up
Strengths vs. red flags side by side, then Recommended due diligence: the checks to run before relying on any of this.
- 5
Find it later
Past research is listed under the form.
This is preliminary research from public sources, not a certified valuation. Bring in a valuation firm, accountant and attorney before a real deal.
Your exercise
Before you finish, open the tab and try:
- Research a business you've thought about buying, then ask the Council for a second opinion.
Worked through every option above? Finish the lesson to tick it off.
Want more detail? Read Valuations & Acquisitions in the manual.