Skip to main content

Methods

The methods both legs share. Each page teaches one technique any practitioner can run.

The Seven Methods

MethodQuestion it answers
Discounted cash flowWhat is the present value of expected future cash?
Comparable company analysisWhat does the market pay for similar things today?
Leveraged buyout modelWhat can a sponsor pay and still earn the required return?
Three-statement modelDo income, balance sheet, and cash flow tie?
Earnings analysisWhat did the latest period actually say?
Investment committee memoShould the committee approve the position?
Know-your-customer frameworkWho is the counterparty and is the source clean?

How to Use

Each method follows the same five-section structure so the pages are easy to scan and easy to compare.

  1. Question — the one question the method answers
  2. Inputs — the data the method needs and where it usually comes from
  3. Procedure — the steps in order
  4. Gates — what would invalidate the output
  5. Output — what the method produces and who reviews it

Read for the procedure. Use the gates. Stage every output for sign-off.

Scope Exclusions

Branded templates, firm-specific conventions, jurisdictional rules. Those belong in the firm's knowledge base. The pages here teach the universal pattern. Adapt to the firm.

Adjacent Reading

Questions

Which of the seven methods answers the question I actually have?

  • Am I skipping a method because it gives an answer I don't want to hear?
  • Have I staged this output for sign-off before it binds anything?