Effective Business Writing for Corporate Finance

£625.00 +VAT


This Business Writing for Corporate Finance course can also be presented face to face in-house or via live in-house webinar.

Business Writing for Corporate Finance Course Content

Course Methodology

The course will be delivered in a highly interactive, participative way, involving many activities and exercises, thereby ensuring maximum learning and integration of the learning points into the workplace, when the participants return to their daily roles. 


  • What are the key skills of business writing?
  • Write with the reader in mind
  • Summarising data in a concise manner
  • Structure and organise your report
  • The “so what?” test

Business Reports

  • What are the different types of business reports in Corporate Finance?
  • A Corporate Finance marketing presentation
  • An investment appraisal for a private equity firm
  • An information memorandum on a potential target
  • A presentation on financing needs for an acquisition

Case Study I: Several Corporate Finance business reports are presented to participants to identify best practises

  • Key sections
    • Executive summary
    • Key trends
    • Current situation assessment
    • Analysis of potential solutions/key considerations
    • Valuation analysis and financing considerations
    • Conclusion and next steps

Tips for Writing Effective Corporate Finance Reports

  • Report vs. essays
    • Focus on the key financing and strategic information through bullet points
    • Each bullet needs to make a point and provide a message
    • Reader often senior management, board-level
  • Planning & organizing the Corporate Finance report
    • What are the key messages underlying your M&A or financing storyline
    • What are the key sections and sub-sections?
  • Achieving a logical structure and sequence
    • Start with the executive summary
    • Use of headings, sub-headings, sections, subsections and numbering
    • Logical connection between ideas
    • Focus on topic sentences (first sentence of each paragraph)
    • Sections should lead naturally into the next
  • The executive summary
    • Consistent with the Corporte Finance analysis being presented
    • Exciting enough to read the details
    • Should stand on its own even if you haven’t read the original report
    • Should define the problem clearly and present solutions
  • Avoidance of repetition
    • Double-check section and sub-section headers
    • Ask yourself on each sentence: is this already mentioned elsewhere?
    • Make sure your work is diverse at every level
  • Cross-referencing
    • Consistency in numbers and financial analysis throughout
    • Source all data & information provided
    • Use consistent format – fonts and color palette
  • Using an appropriate style of writing
    • Concise, relevant accurate, descriptive vs. analytical etc
    • Word choice, sentence fluency, and writer’s voice
  • Use of data
    • Choose powerful graphs & tables
    • Balance proportion of charts & texts
    • Data should reinforce the page message
  • Use of appendices
    • Show completeness and seriousness
    • Graphs and tables of secondary importance
    • Sensitivities on key results & analysis
    • Listing of all sources
  • Use of drafts
  • Report writing with multiple authors

 Case Study II: Overview of well-written vs. badly written reports; practice of writing sections of a business report

 Final Case Study

Participants are split into groups of 3 to 4 professionals. Participants are asked to write a brief 2-3 pages investment memorandum on a potential business acquisition and related financing.

The participants are given numerous analysis and documents regarding a European company, including;

  • Business profile;
  • Description of the industry and sector outlook;
  • Financial statements and business forecasts;
  • Financing considerations.

Each group will present and defend their findings in front of the classroom.

A full debriefing on each group’s presentations will then take place.

Background of the Trainer

The trainer has more than 20 years of experience in accounting and investment banking at leading firms and is an experienced financial trainer who has delivered courses for financial institutions in the City of London and around the world, in the areas of Corporate Finance, Valuation (Industrials and Banks), Financial Modelling, M&A, LBO, Financial Accounting, Capital Markets, Bank Regulatory Capital, Financial Risks, both in English and French.

Effective Business Writing for Corporate Finance Course Summary

This training is focused on acquiring the skills to write an effective business report for Corporate Finance and Mergers & Acquisitions professionals.

Upon completion of this intensive one-day course, participants will be able to:

  • Understand the key sections of a business report;
  • Learn how to juggle with and summarize tons of data;
  • Write a powerful, straight-to-the point business report;
  • Feel more comfortable presenting their findings to a senior audience.

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15 November 2018, 14 March 2019, 20 June 2019, 31 October 2018