Finance Map

This important wealth manager not only uses me for its own employees, but also invites me to teach a session about the variety of financial firms to the sons and daughters of their private clients and employees visiting them over the summer – “it was amazing and very well laid out”.

Many financial lines teams at insurance brokers have used Finance Map classes to clarify the precise activities of all the different financial firms, and I taught 29 professionals at this client company – in the very month when it  sponsored a famous rugby team on tour.

My Financial Statements class is now used by nine City law firms, who like the way it focuses on the financial figures, ratios and multiples that are important for lawyers working on financing documentation and M&A negotiations.

My Finance Map class explains not only the relationships between different financial firms, but also the relationships between different divisions within the firms, and this means it is helpful to investment bankers focused on their own day-to-day roles.

I sent a 10-year anniversary email to several hundred contacts of mine who have helped me with my business over that time, either by introducing company clients or by using my classes for individuals.

Two City law firms took the Financial Statements class, with its improved emphasis on how the two key EBITDA – or adjusted EBITDA – multiples are used in financing and M&A transactions globally.