Author name: IB Analysts Official

Insurance FIG Modeling Tests: A Practical Guide An insurance financial model is a compact set of schedules that translates policy […]

Bank Valuation: Models, ROTCE, TBV, COE Essentials Bank valuation is the practice of turning a bank’s balance sheet and earnings

SaaS Revenue Modeling: ARR, Cohorts, and GAAP Bridge SaaS revenue modeling is a structured way to forecast recurring software cash

Modeling Stock-Based Compensation: A Practical Guide Stock-based compensation is pay delivered through equity or equity-linked awards. Modeling it correctly means

Design a Senior-Friendly Output Tab for Faster Deals A senior-friendly output tab is a single worksheet that shows only the

Excel Debt Schedules Without Circular References A circular reference in Excel is a formula that points back to itself, directly

Buy vs. Build: Acquisition or Greenfield, a Modeling Guide Acquisition means buying control of an operating business or asset. Greenfield

IPO Valuation Model: Price, Float, Allocation An IPO valuation model translates a company’s fundamentals, peer trading levels, and live investor

Lightweight LevFin Models: Structure, Tests, Decisions Leveraged finance modeling underwrites a capital structure, not a business valuation. A lightweight credit

LBO Modeling Tests: Formats, Scoring, 60-Minute Plan An LBO modeling test is a timed build of a leveraged buyout model