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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.
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Value Techniques |
2 days |
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This
seminar outlines the full range of
techniques used to value companies,
stressing the link between market
multiples and discounted cash flow
analysis. Participants review free cash
flow, cost of equity, WACC, terminal
value and enterprise value, and how such
valuation techniques can be integrated
into their daily work with clients. |
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Structuring Transactions Using
Valuation |
2 days |
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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 |
2 days |
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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. |
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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