The course is delivered through interactive sessions, combining theory with real-life examples and group activities:

Introduction to Financial Due Diligence

What is financial due diligence and why is it critical?
Differences between due diligence, audit, and valuation
Process overview and key participants in the transaction

Analyzing Historical Financial Performance

Reviewing income statements, balance sheets, and cash flow statements
Identifying trends in revenue, margins, and profitability
Understanding recurring vs. non-recurring items

Quality of Earnings (QoE) Analysis

Purpose and methodology of QoE reports
Normalizing EBITDA and adjusting for one-time items
Evaluating revenue recognition policies and cost structures

Working Capital and Cash Flow Review

Assessing working capital requirements and fluctuations
Linking working capital to enterprise value and purchase price
Analyzing debt-like items and excess cash

Tax, Legal, and Off-Balance Sheet Considerations

Identifying tax exposures and compliance risks
Reviewing contingent liabilities and guarantees
Recognizing pension obligations, leases, and hidden risks

Forecast and Business Plan Assessment

Testing assumptions in financial forecasts and models
Scenario planning and sensitivity analysis
Comparing management projections with historical performance

Reporting, Communication, and Negotiation

Structuring due diligence reports: executive summary, findings, red flags
Communicating key issues to buyers, sellers, and advisors
Aligning financial findings with SPAs and deal structure

Case Studies and Simulations

Reviewing real-world examples of successful and failed transactions
Group exercise: preparing a due diligence checklist
Simulated target review and findings presentation

By the end of the program, participants will have the expertise to lead or contribute to financial due diligence engagements, ensuring robust analysis and informed corporate decision-making in all types of transactions.

Financial Due Diligence in Corporate Transactions Training Course in London

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Objectives and Target Group

Course Content