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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: May 28, 2018

28 Reviews (98 ratings)Reviews

5
Member's Profile
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.
5
Anonymous Author
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.
5
Anonymous Author
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.
5
Member's Profile
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.
5
Anonymous Author
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.
5
Member's Profile
Good course with very useful information, templates, and checklists. Audio on "Managing Resources" section did not work; it replayed the previous section.
4
Member's Profile
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.
5
Member's Profile
Very productive course. It gives a complete and useful information and it provides interesting tips and tasks related this subject
4
Anonymous Author
I enjoyed the class, it was very insighful and the presenter was clear and precise. I also liked the material being shared.
4
Anonymous Author
Good overview of the critical areas. Supporting documents helped to fill some holes in our existing process.
5
Anonymous Author
A good detailed look into due diligence. Very informative. More real world examples would be helpful.
5
Anonymous Author
Seasoned instructor that provides a nice balance of depth and breadth given the time constraints.
4
Member's Profile
The course itself was very good. Unfortunately, we were not able to access two of the modules.
4
Anonymous Author
Course was high level but covered the full process and the keys to a successful review
4
Anonymous Author
Good content. I wish the videos were a little longer--we're broken into fewer chunks
4
Anonymous Author
This course is a fine overview and the attached checklists are very comprehensive.
5
Member's Profile
Well presented course with awesome and relevant supporting program materials.
4
Member's Profile
Great overview to understand components, inputs, and outputs of DD process
5
Member's Profile
Great course and excellent resources and checklists provided. Thanks!
5
Member's Profile
the course is very useful in assisting in performance of due deligence
4
Anonymous Author
Good background for newer M&A professionals. Great templates.
4
Anonymous Author
Appreciate the samples in addition to the module slides.
2
Member's Profile
Very basic, didn't offer many insights outside basics
5
Anonymous Author
Very good high level summary - with practical input.
5
Anonymous Author
Great information that was presented clearly!
4
Anonymous Author
None at this time.
4
Member's Profile
Good course
5
Member's Profile
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 .
Course Syllabus
INTRODUCTION AND OVERVIEW
Due Diligence Best Practices
  4:46Scope of Due Diligence
  5:24Preliminary Due Diligence
  4:21Functional vs Business Diligence
  2:37Due Diligence Checklists
Resources, Assessment, Opportunity, and Risk
  8:08Managing Resources
  6:00Key Assessment Areas
  5:47Due Diligence Summit
  5:02Opportunities and Risks
When to Move on
  7:50Walk Away
Summary and Conclusion
  3:54Conclusion
Continuous Play
  1:00:32M&A Due Diligence Best Practices: Beyond Functional Checklists
SUPPORTING MATERIALS
  PDFSlides: M&A Due Diligence Best Practices
  PDFDue Diligence Glossary/Index
  PDFDue Diligence Master Checklist
  PDFComprehensive M&A Due Diligence Checklist for Buyers
  xlsxKey Assessment Area
  xlsxDue Diligence R-O-M
REVIEW & TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM