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Course overview

Turning Decision Gates into Diligence Plans

Master the art of crafting clear, collaborative due diligence plans by leveraging decision gates. Discover how decision gates form the foundation of a simple, yet effective framework that organizes diligence efforts into three actionable buckets to ensure seamless coordination within deal teams and across advisors.

Decoding Private Equity

M&A Professions / Audience

Financial Due Diligence
Investment Banking
Leveraged Lending
Private Equity
Universities

Experience Level

Emerging M&A Pros
Mid-Career M&A Pros
M&A Leaders

Delivery

Digital / QAS Self-Study:
~1 Hour (1 CPE)

Course Details

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Learning Objectives

  • Demonstrate how decision gates can effectively focus diligence on the most critical issues in an engagement. 


  • Utilize a simple three-column framework to sharpen diligence planning. 

Certificate

Certificate upon course completion.
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Private Equity Primer is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.