Managing the Due Diligence Process
Learn how to take a defined and methodical approach at the due diligence process for transactions, whether large or small, simple or complex. Ascertain whether or not to take a listing and how to increase your chances of successfully closing each transaction. Discuss how to determine if a business is likely to have trouble during due diligence, identify possible impediments to closing, educate the seller and buyer about the process, control and manage the due diligence process and set up appropriate document review and control processes and systems. This course is applicable to Main Street and Middle Market. Course #101 is a prerequisite. It is recommended that participants have experience with recasting, financial statements and dealing with legal documents.
Key features of this course include:
- Instruction by industry veteran, Mr. Len Krick;
- Illustrative, real-world case study examples;
- Step-by-step processes and systems to follow and implement; and
- Sample Control Sheets, Checklists and Lists to use in your business now!