Learning Resources and Primers
ETA at IU is committed to helping every member build a strong foundation in finance. These primers cover the core concepts behind buying, valuing and financing a business, along with preparation for technical and behavioral interviews. Each one is a free PDF, written as an accessible introduction and a starting point for deeper learning in the club.
Primer 01Financial Statements, EBITDA & SDEThe three statements and how they connect, working capital, free cash flow, and how buyers restate a small company’s profit.Open PDF →Primer 02Quality of Earnings & Due DiligenceHow buyers test whether earnings are real and will repeat: add-backs, proof of cash, customer concentration and the working capital peg.Open PDF →Primer 03Valuation & Deal FinancingEnterprise and equity value, multiples, DCF, deal structure, SBA loans, DSCR and how leverage drives returns.Open PDF →Primer 04Technical Interview PrimerThe accounting, valuation and deal questions asked in finance interviews, with model answers and the paper LBO.Open PDF →Primer 05Behavioral Interview PrimerPresentation, the four core questions, STAR storytelling and getting the most from coffee chats.Open PDF →
You don’t need to know everything.The primers go into real depth so members have something to grow into. For applicants, a basic understanding of the concepts and genuine interest in the topic matter far more than knowing every answer.
Content prepared by Chase Gauger, Founder and President, and presented by the ETA at IU Executive Board.Disclaimer: This material is intended solely for educational and informational purposes. It does not constitute financial, investment, legal, tax or professional advice. While efforts have been made to ensure accuracy, no guarantee is made regarding the completeness or reliability of the information presented. Readers should do their own research and consult appropriate professionals before making any financial or investment decision.