Course overview

FDD Fundamentals

Kick-start your FDD career by gaining a detailed understanding of the financial due diligence process and learn how to perform key financial analyses, such as quality of earnings adjustments, net working capital analysis, and identifying debt and debt-like items. Participants work through mini case studies to start getting repetitions on the core FDD Excel-based analyses commonly performed on the job.

Early Bird Price: $3,675 
Full Price:            $4,200

Early Bird savings available 30+ days prior to start of course.

Each course runs from 8:30am to 5:30pm Tuesday through Thursday. Friday the course runs from 8:30am to 12:30pm. All times local.

Decoding Private Equity

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M&A Professions / Audience

Financial Due Diligence
Universities

Experience Level

Emerging M&A Pros

Delivery

In Person:
3.5 Days (29 CPE)

Course Details

FDD Fundamentals has two main components: FDD Analytics and FDD Process. 

FDD Analytics includes individual & group work in Excel, performing common FDD analyses / databook creation. It covers a conceptual review of certain starting point analyses, such as processing, mapping, and trending trial balances; reconciling and cleaning data; and cash proofs. Using mini-case studies exposing participants to a variety of industries and businesses, the course provides learners with hands-on reps on core analyses, including quality of earnings / EBITDA adjustments, NWC analysis, and identifying debt and debt-like items. Other common financial diligence analyses are also covered

FDD Process includes a comprehensive introduction and review to the workflows, processes, timelines, best practices, and tips concerning the typical transaction process and steps through the lens of FDD professionals, covering both buy side and sell side engagement considerations.
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Learning Objectives

  • Conduct core FDD analyses by performing common financial due diligence tasks such as quality of earnings adjustments, EBITDA adjustments, net working capital analysis, and identifying debt and debt-like items utilizing Excel and mini-case studies that reflect real-world industry scenarios.

  • Gain proficiency in financial data processing and reconciliation techniques by learning how to map and trend trial balances, clean and reconcile data, and perform cash proofs, ensuring the accuracy and integrity of financial information for due diligence purposes. 

  • Understand and apply the key workflows and best practices in the FDD process, including detailed timelines, engagement steps, and strategies for managing both buy-side and sell-side transactions, from initial assessment through final report preparation.

  • Navigate the transaction process by learning the roles, responsibilities, and typical deliverables for FDD professionals across various stages of a deal, with a focus on addressing the specific considerations and challenges that arise in both buy-side and sell-side engagements.

  • Develop the ability to create and present comprehensive FDD databooks, synthesizing complex financial data and analyses into clear, well-structured reports that provide actionable insights and support decision-making throughout the transaction process.

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Certificate

Certificate upon completion of the course.

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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.