Master the IB Modeling Test: Excel, Valuation & Transaction Analysis
Prepare for investment banking modeling tests with a structured approach to Excel, financial modeling, valuation, and transaction analysis. Depending on your recruiting process and experience level, we can work through three-statement modeling, DCF analysis, trading comparables, precedent transactions, financial forecasting, transaction assumptions, and other common modeling exercises. We’ll also focus on Excel efficiency, model structure, formatting, time management, and how to review your work under pressure. The goal is not simply to produce the correct answer. It’s to build a model that is accurate, efficient, easy to follow, and defensible when someone asks you to explain your assumptions and conclusions.
What's included
I approach modeling the way it is used on the job. The best model is not necessarily the most complicated one—it is the one that is accurate, logical, efficient, and easy for another professional to review. I’ll give you direct feedback on your mechanics, assumptions, model structure, Excel efficiency, and your ability to communicate the conclusions from your analysis.
- Repeatable framework for completing IB modeling tests
- Stronger Excel and financial modeling skills
- Improved valuation and transaction-analysis capabilities
- Greater speed, accuracy, and confidence under timed conditions
Meet your expert
Dan B.
Ex-Raymond James M&A | 4 Deals / $1B+ EV | Broke In from Private Credit
I’m a former Investment Banker and Private Equity Vice President with experience investing in high-growth software, AI and technology companies, including working on an investment in a company now valued at $5 billion. My PE experience spanned the full investment lifecycle, from sourcing and diligence to financial modeling, deal execution, and portfolio company strategy. My path into private equity wasn’t seamless. I spent close to a year interviewing before breaking in, so I understand firsthand how challenging and frustrating the process can be. Over time, I learned that success goes beyond knowing the technicals—you need to understand how investors think, communicate with conviction, and know what interviewers are actually assessing. I bring experience from both sides of the table and provide direct, practical coaching across IB and PE interviews, technicals, LBOs, case studies, deal discussions, and recruiting strategy.
