1 CPE 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.
Learning Objectives
- 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.
Last updated/reviewed: August 5, 2023
53 Reviews (188 ratings)
Reviews
Anonymous
(Controller)
Would have liked more videos in the presentation to make it more fun, i.e., show example of summitt meeting and individuals discussing possible acquisition issues, showing two people passing on a deal because of a deal killer that was uncovered,etc). Just having instructor tell about such situations got a bit dry after awhile though subject matter was good.
Anonymous
(Accountant)
I think I would have gotten more out of it with more experience with due diligence. It was an interesting overview and provided some areas to think about when going through the due diligence process. Since I only have had a brief role in a due diligence process, this was less useful to me.
Steve Komer
(President at Komer Enterprises Inc.)
Although just a one hour course. Mr. Helfrich provides seasoned insights into the due diligence process along with useful tools for those new to M&A due diligence. I recommend this course to as a good primer on M&A best practices.
Anonymous
(Controller)
Excellent step by step guide on how to proceed with due diligence and having been through one due diligence this resinated on what checks and balances the buyer needs to have to ensure a smooth and successful pre-purchase period.
Anonymous
(M&A Accounting Lead)
I thought this was an interesting overview of the due diligence process. As someone experienced in this area there was a lot here that was not news to me, but would certainly be helpful for someone new to the field.
Andrew Vriesman
( at Self-employed)
The instructor draws on his personal experience in this class. This is a heavy topic, so an hour isn't nearly enough time. But if you are looking for a high-level course, this is a great place to start.
Lawrence DeParis
(Founder & CEO at C-Level Solutions LLC)
Important insight and takeaway conveyed with respect to the importance of having a business plan for the contemplated acquisition and utilization of the due diligence process to corroborate that plan.
Liza Koftikian
(Business & Tax Consultant at Lisa Koftikian, MBA, MA, CPA, CGMA)
This was an excellent high level presentation that covered all the important concepts about M&A Due Diligence. The supporting materials provided are very helpful. Many thanks Mr. Helfrich.
Anonymous
(Finance Consultant)
This enhanced my understanding and mindfulness of functional vs business plan diligence applicable in the ultimate decision making framework. Very interesting content included. Thank you
Anonymous
(Independent Financial Consultant)
Excellent overview of the due diligence process - one area that I have not had much experience in my 20+ year career (so far). The class was laid out in an easy to understand format.
Anonymous
(CFO)
This course provides the tools I need to get started on planning and performing due diligence. The instructor's materials and presentation were both practical and insightful.
Anonymous
()
Good overview of and recommendations for the DD process, especially for a mid-large size company buying another. Very basic course though if you've been through DD before.
Carolyn Henry
(Independent Beauty Consultant at Rodan Fields)
Good course with very useful information, templates, and checklists. Audio on "Managing Resources" section did not work; it replayed the previous section.
Johnathan Krueger
(Internal Audit Intern at Simmons Bank)
I really enjoyed the supplemental resource section and the overview of the due diligence process. I wish there was a section on how to identify risks.
Ara Toroyan
(Director - Financial Planning & Proc.. at NCCI Holdings, Inc.)
Nice class on due diligence. It is at the right level. Intermediate for a CPA but not intermediate for someone who is always doing M&A activity.
Adel Nazeer Ahmed
(Senior Manager - Internal Audit at Gulf Bank)
Good webinar to gain an understanding on the best practices in M&A due diligence processes. Well structured material and easy to follow.
Very productive course. It gives a complete and useful information and it provides interesting tips and tasks related this subject
Anonymous
(S2P Project Coordinator - Merges and Acq..)
I enjoyed the class, it was very insighful and the presenter was clear and precise. I also liked the material being shared.
Tim Flake
(Financial & Accounting Consultant at DLC Consulting)
This course was well written and presented. It covers several important topics related to acquisitions and due diligence.
Nelia Tytechko
(Sales Operations Quality Assurance Lead at iDeals)
Clear, simple, effective. It gives a preliminary impression of the process setup and critical steps for the Due Diligence.
Mark Richards
View Instructor Profile
For anyone needing a good refresher before jumping into greater depth (the associated documents are very useful).
Wenjie Jin
( at Emil Capital)
I enjoyed this format for a change of pace. Good supporting documentation available for further reference/study.
Anonymous
(Compass Consultant)
I enjoyed this course and the resources provided. The checklist template will be helpful in a daily practice.
Anonymous
(VP, Finance)
Good overview of the critical areas. Supporting documents helped to fill some holes in our existing process.
Anonymous
(Controller)
Provides good insight and overview to M&A transactions. Instructor was knowledgeable in the subject area.
Anonymous
(CFO)
Course covered many areas of the due diligence process and provided some valuable handouts as a take away
Allen Ramsay
( at Emergent Cold)
good overview. typical due diligence is generally more flexible given the variety of issues encountered.
Anonymous
(Corporate Controller)
A good detailed look into due diligence. Very informative. More real world examples would be helpful.
Anonymous
(CFO)
Nice top level overview. 1 hours i snot enough time to cover all topics, but overall nice summary.
Anonymous
(Analyst)
Seasoned instructor that provides a nice balance of depth and breadth given the time constraints.
Anonymous
()
I learned a lot about due diligence and the vocabulary used. I was surprised at all the detail.
Greg Kelley
(Chief Financial Officer at United Conveyor Corporation)
The course itself was very good. Unfortunately, we were not able to access two of the modules.
Anonymous
(DVP Manufacturing & Repair Global Co..)
Course was high level but covered the full process and the keys to a successful review
Mark Quinn
(CFO at AlkemyX)
Terrific presenter and provided a clear high level look at how to plan the DD process
Anonymous
()
Good content. I wish the videos were a little longer--we're broken into fewer chunks
Anonymous
(Director of FInance)
Good overview, would love a follow-up course that dives even deeper on deal killers.
Anonymous
(Controller)
This course is a fine overview and the attached checklists are very comprehensive.
Denise Salzman
(Operations Manager at Aspect Wealth Management)
Well presented course with awesome and relevant supporting program materials.
Craig Scanlon
(Owner at BST)
Great overview to understand components, inputs, and outputs of DD process
Anonymous
(CFO)
Excellent course with practical insights. Very well prepared and presented.
Anonymous
(VP of Finance and Accounting)
Helpful content and delivery. Real-world examples are always appreciated.
Don Myers
(Finance & Operations Executive at -)
Great course and excellent resources and checklists provided. Thanks!
the course is very useful in assisting in performance of due deligence
Inna Shmukler
(Controller at Fornetix LLC)
A great overview course. Provides lots of useful tips and resources.
Anonymous
()
This class provide a lot of detailed information and resources.
Anonymous
(Director - Transaction Services)
Good background for newer M&A professionals. Great templates.
Anonymous
(Partner and Chief Financial Officer)
Appreciate the samples in addition to the module slides.
Very basic, didn't offer many insights outside basics
Anonymous
(cfo - consultant)
Very good high level summary - with practical input.
Anonymous
(Board Member)
Great information that was presented clearly!
Anonymous
(VP - Risk Manager)
None at this time.
Good course
Mike Underwood
(Controller at Clinica de Salud del Valle de Salinas)
very clear.
Prerequisites
Course Complexity: Intermediate
Prerequisite: Exposure to M&A
Advanced Preparation: None
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA
95113
Contact:
For more information regarding this course, including complaint and
cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to
.
Robert HelfrichPrincipal, Corporate Development Associates
About Illumeo
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- Phone: 408-400-3993
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