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.
Financial Due Diligence Resources
FDD Training Resources so you can...
- Master Quality of Earnings (QofE) & EBIDTA Adjustments
- Manage Tighter M&A Processes
- Unlock More Insights For Clients
- Add to Your Learning and Development (L&D) Efforts
- Keep Your Transaction Advisory Professionals Focused On the Client Work

Professional Education
No Cost CPE
Level up your transaction skills with complimentary CPE from Private Equity Primer.
Excel Essentials for FDD Analytics
Learn how to leverage OneNote to manage key diligence workflows, track tasks, and assign follow up items to other deal team members.
OneNote Efficiency for FDD Professionals
Elevate your FDD workflow with time-saving OneNote strategies that turn routine tasks into streamlined processes. Get actionable techniques for organizing new deals, creating dynamic SOP checklists, and leveraging Outlook integration to boost your productivity.
Turning Decision Gates Into Due Diligence Plans
Unlock the power of decision gates to create due diligence that foster collaboration between deal teams and advisors.
Alumni of our seminars and bootcamps work across 50+ M&A focused professional services firms.


























Bite Sized Learnings
Explore what the job of FDD is and what is in an FDD report.
Dig into additional analysis commonly found in FDD reports.
Gain insights from top M&A professionals on how they navigated their career.
Explore what skills you need to grow within FDD or how those skills transfer to other areas of M&A.
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