Course Description

Financial due diligence is a critical process in mergers, acquisitions, investments, and strategic partnerships, aimed at providing an in-depth understanding of a company’s financial health and potential risks. This course equips participants with the analytical skills and methodologies needed to assess financial records, uncover hidden liabilities, evaluate earnings quality, and validate the sustainability of business performance. It covers the full due diligence process including planning, data gathering, financial analysis, and reporting. Real-world scenarios and case studies will be used to ensure practical application of concepts in high-stakes financial environments.
 

Course Goal

To enable participants to conduct thorough financial due diligence reviews that support sound investment and business decisions.

Course Objectives

By the end of this course, participants will be able to:

• Understand the purpose and scope of financial due diligence.
• Identify and evaluate key financial risk areas in target companies.
• Analyze income statements, balance sheets, and cash flows for red flags.
• Assess earnings quality, working capital requirements, and debt positions.
• Interpret normalized financial results and adjustments.
• Conduct financial ratio and trend analysis within the due diligence context.
• Identify tax, legal, and contingent liabilities that impact valuation.
• Prepare and present a professional due diligence report.

Who Can Benefit

• M&A Analysts and Corporate Finance Professionals
• Investment Bankers and Private Equity Professionals
• Financial Controllers and Auditors
• Business Valuation Experts
• Senior Executives involved in strategic investment decisions
• Consultants and Legal Advisors involved in transactions