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PTG Course Module 2: Due Diligence

This video is a recording of our most recent delivery of the second of three modules of our Pass The Guidon program.

Learning objectives:

  • Understand what is due diligence

  • Common tasks that occur during due diligence

  • Factors that impact valuation/what drives valuation/purchase price

  • Modeling a post-purchase financial statement/forecast (carveouts, add-backs)

  • What is Quality of Earnings (QOE)

  • Legal and tax considerations

  • What is Seller’s Discretionary Earnings (SDE)

  • Developing and securing a funding strategy

  • What banks look for

  • Seller financing – what is it; advantages for buyers and sellers; influence of the broker; bank loan considerations

  • Adjusting the final, binding offer/price – drafting the Purchase and Sale Agreement.

  • Discover best practices for this phase

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