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Finance Technical Interview Guide

Master the technical questions that determine who gets the offer and who goes home. This comprehensive 80-page, 2026 Edition guide covers all 8 core topics tested in IB, PE, and finance interviews—accounting fundamentals, enterprise value & equity value, DCF analysis, comparable company analysis, M&A, leveraged buyouts, advanced valuation, and complex accounting. With 300+ questions, every concept is tagged by how often it actually appears (Always Asked, Frequently Asked, Sometimes Asked, Rarely Asked), plus detailed transaction walk-throughs, formula cheat sheets, practice problems, and an industry multiples guide. Built differently from every other prep resource: interview frequency tags, critical distinction boxes, interviewer perspective insights, and worked examples that reveal the hidden evaluation criteria.

$79

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Who This Is For

Undergrads and graduates prepping for IB interviews at bulge brackets and elite boutiques

Lateral candidates transitioning from Big 4, consulting, or corporate roles into banking

PE/HF candidates who need sharp technicals for buy-side interviews

Anyone tired of memorizing answers without understanding the logic behind them

What You Get

Chapter 1: Accounting Fundamentals — Three financial statements deep dive, how statements link together, working capital & cash flow dynamics, depreciation/CapEx/D&A, 25+ must-know accounting questions with full walk-throughs
Chapter 2: Enterprise Value & Equity Value — The core EV/equity distinction, bridge formula deep dive, matching multiples correctly, common mistakes & pitfalls, must-know EV questions
Chapter 3: Valuation & DCF Analysis — Six-step DCF framework, unlevered free cash flow, terminal value methods (perpetuity growth + exit multiple), WACC & cost of capital, sensitivity analysis
Chapter 4: Comparable Company Analysis — Four-step comps process, trading multiples deep dive, precedent transactions, selecting comparable companies, must-know comps questions
Chapter 5: Mergers & Acquisitions — Accretion/dilution analysis, goodwill & purchase price allocation, synergies & integration, deal structures & considerations, must-know M&A questions
Chapter 6: Leveraged Buyouts — LBO core mechanics, good LBO candidate characteristics, IRR/MOIC & returns analysis, debt capacity & covenants, must-know LBO questions
Chapter 7: Advanced Valuation — Sum-of-the-parts valuation, cross-border considerations, private company valuation & liquidity discounts, real options & other methods
Chapter 8: Complex Accounting — Stock-based compensation treatment, deferred taxes & NOLs, lease accounting (ASC 842), pension accounting
Appendix A: Formula Cheat Sheet — Every critical formula in one reference
Appendix B: Practice Problems — Hands-on problems to test your knowledge
Appendix C: Industry Multiples Guide — Sector-specific valuation benchmarks
Interview Frequency Tags on every concept — ALWAYS ASKED, FREQUENTLY ASKED, SOMETIMES ASKED, RARELY ASKED — so you prioritize prep time

Sample Excerpt

"Every finance interview begins here. You must be able to walk through all three statements, explain how they connect, and trace any transaction through all of them. This is non-negotiable. Interviewers will test this repeatedly because it reveals whether you truly understand how businesses operate. The candidates who stand out are the ones who explain the intuition behind the mechanics, not just the mechanics themselves."

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Frequently Asked Questions

What Readers Say

"The dual-format answers are a game-changer. I used the 30-second versions for quick HireVue rounds and the deep dives for Superdays. Ended up with offers from two BBs."

— Non-Target Senior → BB Analyst

"The frequency tags alone saved me 40+ hours of studying. I stopped wasting time on obscure topics and drilled the 'Always Asked' questions until I could answer in my sleep."

— Liberal Arts Major → Evercore SA

"I've used WSO, BIWS, and Rosenbaum's textbook. This guide is what actually made the concepts click—the red flag boxes showed me exactly where I was losing points without knowing it."

— Big 4 TAS → MM IB Lateral

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If this guide doesn't meaningfully improve your technical interview performance within 30 days, email us for a full refund. No questions asked. Thousands of candidates have used these frameworks to land offers at top firms.

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Finance Technical Interview Guide

What You Get

Chapter 1: Accounting Fundamentals — Three financial statements deep dive, how statements link together, working capital & cash flow dynamics, depreciation/CapEx/D&A, 25+ must-know accounting questions with full walk-throughs

Chapter 2: Enterprise Value & Equity Value — The core EV/equity distinction, bridge formula deep dive, matching multiples correctly, common mistakes & pitfalls, must-know EV questions

Chapter 3: Valuation & DCF Analysis — Six-step DCF framework, unlevered free cash flow, terminal value methods (perpetuity growth + exit multiple), WACC & cost of capital, sensitivity analysis

Chapter 4: Comparable Company Analysis — Four-step comps process, trading multiples deep dive, precedent transactions, selecting comparable companies, must-know comps questions

Chapter 5: Mergers & Acquisitions — Accretion/dilution analysis, goodwill & purchase price allocation, synergies & integration, deal structures & considerations, must-know M&A questions

Chapter 6: Leveraged Buyouts — LBO core mechanics, good LBO candidate characteristics, IRR/MOIC & returns analysis, debt capacity & covenants, must-know LBO questions

Chapter 7: Advanced Valuation — Sum-of-the-parts valuation, cross-border considerations, private company valuation & liquidity discounts, real options & other methods

Chapter 8: Complex Accounting — Stock-based compensation treatment, deferred taxes & NOLs, lease accounting (ASC 842), pension accounting

Appendix A: Formula Cheat Sheet — Every critical formula in one reference

Appendix B: Practice Problems — Hands-on problems to test your knowledge

Appendix C: Industry Multiples Guide — Sector-specific valuation benchmarks

Interview Frequency Tags on every concept — ALWAYS ASKED, FREQUENTLY ASKED, SOMETIMES ASKED, RARELY ASKED — so you prioritize prep time

Sample Excerpt

Full content available after purchase