Course 206 - Managing the Due Diligence Process
Credits awarded per Session. See individual Sessions for further details.
Credits awarded
Sub type
Certificate awarded

About this item


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.

Course/Activity Information

When you complete this course, you should be able to:

  • Determine if a business will have trouble during due diligence and identify impediments to closing.
  • Educate the seller and buyer about the due-diligence process.
  • Control and manage the due-diligence process.
  • Set up appropriate document review, control processes and systems.
  • Assist the seller in prescreening the buyer.

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