M&A Due Diligence Best Practices

This course explores how to effectively manage a due diligence process which will mitigate downside risks.

What you'll learn
Acquire due diligence techniques and best practices which will maximize your organization’s ability to achieve the intended goals of the acquisition.
Explore how to best manage internal and external due diligence resources.
Recognize when to walk away from a transaction – determination, and managing buyer and seller expectations.
Requirements
Prerequisite: Exposure to M&A
Advanced Preparation: None
Description
Conducting effective due diligence within an M&A transaction extends far beyond functional checklists which categorize questions and data requests by department. Equally important is validating and verifying the planning activities which led up to the transaction. 
In this course, you learn how to effectively manage a due diligence process which will mitigate downside risks while optimizing the anticipated synergies. The course provides you with tools and techniques for framing effective due diligence activities, in addition to providing direction for developing functional checklists.
If you would like Continuing Education Credit (e.g. CPE, CE, CPD, etc.) for this course, it is available if you take this course on the Illumeo dot com platform under course title: M&A Due Diligence Best Practices: Beyond Functional Checklists. Illumeo is certified to provide CPE in over two dozen different professional certifications covering finance, accounting, treasury, internal audit, HR, and more. However, in order to receive CPE credit the courses must be taken on an ‘approved-by-the-governing-body’ CPE platform, and for over two dozen corporate professional certifications, that is the Illumeo platform. Go to Illumeo dot com to learn more.

Overview

Section 1: Introduction

Lecture 1 M&A Due Diligence - Introduction

Lecture 2 Scope of Due Diligence

Lecture 3 Preliminary Due Diligence

Lecture 4 Functional vs Business Diligence

Lecture 5 Due Diligence Checklists

Lecture 6 Managing Resources

Lecture 7 Key Assessment Areas

Lecture 8 Due Diligence Summit

Lecture 9 Opportunities and Risks

Lecture 10 Walk Away

Lecture 11 Conclusion

Section 2: Supporting Materials

Lecture 12 Slides: M&A Due Diligence Best Practices

Lecture 13 Due Diligence Glossary/Index

Lecture 14 Due Diligence Master Checklist

Lecture 15 Comprehensive M&A Due Diligence Checklist for Buyers

Lecture 16 Key Assessment Area

Lecture 17 Due Diligence R-O-M

Section 3: Review and Test

Anyone interested in finance or related fields.