Called the hottest metric in finance by Wall Street Journal:
ROIC: Return on Invested Capital
Start to see what others don't. Including AI.
Learn to calculate ROIC for any company and come up with strategic insights.
Understand companies fundamentals in seconds and make informed decisions.
Setup KPIs that actually matter and drive long-term value creation for shareholders.
Discover ROIC based analysis to find targets that have potential to create value.
- Welcome to the Program
- Why are you here?
- Let's Begin! With the End in Mind.
- Change after you finish the program.
- Quick introduction to the structure of the program
- First Pricnciples of Value Creation
- Steps to implement a value maximization plan and find Just One Element in your business
- What you need before you begin?
- Introduction of Martin Goraczko, CFA
- Summary & Homework
- Plan for this Module
- What's Value?
- Link between Value of a Business and Financial Statements
- Link between Value of a Business and Corporate Finance
- Link between Value and Strategy & Execution
- Sum of the Parts Analysis
- Company Valuation using ROIC
- Summary & Homework
- Plan for this Module
- High-Level Overview of the Financial Model for KPIs Setting
- Analysis of Financial Statements using McKinsey approach
- Operating and Non-Operating Adjustments to Financial Statements
- Development of Value Maximization Statement
- Company's Valuation
- The Gap - Valuation Goal, how to close it and track it with KPIs
- Value Maximization Matrix
- Analysis of KPIs
- KPI Tree Analysis - Deep Dive into KPIs
- Prioritization of Value Maximization Drivers
- Summary & Homework
- Plan for this Module
- How to impact KPIs
- Thinking in Frameworks
- TMS Framework
- Tactics to Maximize the Value of a Business
- Moves to Maximize the Value of a Business
- Strategy to Maximize the Value of a Business
- Development of Value Maximization (KPI) Dashboard
- Summary & Homework
- Focus & Execution Frameworks
- Setting up Focus & Execution Tool
- Finding Focus and Executing Tactics
- Finding Focus and Executing Moves
- Finding Focus and Executing Strategy
- Summary & Homework- Plan for this Module
- Plan for this Module
- Focus & Execution Frameworks
- High-Level View on Just One Element Approach
- Detailed View & Best Practices of Quantitative Analysis
- Detailed View & Best Practices of Qualitative Analysis
- Detailed View & Best Practices of Finding Focus and Executing Plan
- Summary & Homework
- Import Financial Statements from PDFs to Excel
- ChatGPT Deep Research of JOE and ROIC
- Economic Profit Margin Ratio Analysis
- Economic Profit Momentum Ratio Analysis
I have teamwork in my heart and Corporate Finance & Strategy in my brain. I love to meet people, work with them, solve problems, brainstorm and hear their stories. I’m looking forward to hearing yours too!
Ex-McKinsey, EX-EY, now working with Fortune-500 clients, lorem.
