UPCOMING WEBINAR · September 10, 2025 12:00 pm ETMerger Modeling Demystified: A Step-by-Step Approach
FMI recently released a new merger modeling case study and model as learning materials for CFM candidates. On September 10, Ian Schnoor, CFA, CFM, Executive Director of the Financial Modeling Institute (FMI), will present a special webinar on Merger Modeling to walk through the new CFM materials.
Merger Modeling: Sources and Uses
A clear Sources and Uses of Funds schedule is a key step in building a merger model. This post explains how to determine the total funds needed for a transaction and where that funding will come from. You’ll learn how to build a balanced Sources and Uses schedule that becomes the foundation for adjusting the buyer’s balance sheet. Essential for understanding how transactions are structured in financial models.Merger Modeling: M&A Accounting & Goodwill
A solid understanding of M&A accounting is critical for building accurate merger models. This post covers how and when a buyer consolidates a target’s financials, how purchase price allocation and goodwill are calculated, and the related tax considerations. You’ll see how these accounting principles directly impact the buyer’s financial statements in a forecast model. Ideal for anyone looking to strengthen their technical modeling knowledge for M&A.Merger Modeling: Overview
Merger models are essential tools for analyzing the financial impact of acquisitions. This three-part series covers the fundamentals of merger modeling, key M&A accounting principles including goodwill, and how to build a clear Sources and Uses of Funds schedule. You’ll learn how these components work together to adjust the buyer’s financials and form the starting point for a complete merger model. Perfect for building practical skills and understanding how mergers affect financial statements.
