Financial Due Diligence Resources

FDD Training Resources so you can...

FDD Course in Chicago.

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.

Understand what NWC’s impact is on valuation.

Level up with more FDD insights.

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