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Due diligence for acquisitions

What is the difference between the types of e-learning activities?

  • A webinar is a live training activity which you must attend at the date and time indicated. You may access the training platform in your online file 7 days before the date of the webinar. We strongly recommend that you log in to the platform before the date of the webinar and follow the instructions in step 3 of your training path beforehand in order to test your computers’ configuration and prevent any connexion problems during your training activity.
  • Web conferences, web interviews, interactive training activities, webcasts and online training activities are recorded training activities. They can be accessed at all times after their availability date.

General objective

This course focuses on the core part of a mergers and acquisitions (M&A) project: how to plan, evaluate, analyze and then synthesize the information accumulated. The due diligence process has multiple objectives: deciding whether to proceed, providing a basis for pricing the transaction, and preparing for life after the deal is consummated. In this seminar, participants will be able to deepen their understanding of M&A transactions, understand strategic objectives of a due diligence review, plan an acquisition, develop valuation and pricing recommendations, understand critical issues in confidentiality agreements and identify key issues in a prospective acquisition.

Context 

The due diligence process has multiple objectives: deciding whether to proceed, providing a basis for pricing the transaction, and preparing for life after the deal is consummated.

Objectives

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

  • identify and execute the components of the due diligence process;
  • evaluate financial data and apply financial review procedures;
  • describe non-financial due diligence areas of consideration (HR, IT, etc.);
  • identify common lessons learned and tips and traps in the due diligence process.

Topics

  • M&A process overview 
  • Planning for the transaction
  • Information and confidentiality
  • Financial review: quality of earnings and normalized EBITDA, net working capital and net debt
  • Financial, human resources, legal and operational reviews 
  • Purchase agreement and purchase price adjustments
  • Integration matters
  • Common findings and conclusion

Target audience

This course will benefit financial managers and accountants who have experience in M&A and would like fresh perspectives, those undertaking due diligence for the first time, and those on the receiving end of a due diligence review.

Prerequisites

Participants should have attended a post-secondary level course in finance (or have equivalent knowledge) or should have a basic understanding of, or experience in, mergers & acquisitions.

 

Full description


No classroom training found.

Webcast


Session(s)
For all

Training season: 2020-2021
Session No.: 2852
Accessible from: 2020-11-19, 00:00 to 2021-08-31, 23:59
Instructor: Raphael Marcel
Duration: 7.00 h
Additional information:

Fee schedule

Session available

Unlimited places

  CPA member Non-member
À la carte $525.00 $675.00
CPA passport 525 PDC N/A
Multi-CPA passport 525 PDC N/A
Multi-user passport 525 PDC 675 PDC
CPA Promo 525 PDC N/A

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