Chicago, IL | July 13 – July 17, 2026 | 8:30 am to 5:30 pm Central
FDD Bootcamp - Chicago
“This was the best course ever! Extremely valuable information and delivered in an effective manner. The analogies and real-life examples truly helped in understanding complex concepts. I feel like what I learned here is actually something I can use on the job. The instructor’s enthusiasm and expertise was evident throughout the training. Thank you!” – Big 4 FDD Associate
Duration:~ 4.5 days
CPE Credits:40.5
Experience Level:Emerging M&A Pros
What I will learn?
- Perform QofE analysis (identify EBITDA adjustments), NWC analysis, & identify debt & debt-like items using real-world case studies.
- Ensure financial accuracy by cleaning & reconciling data, understanding the importance of cash proofs, & performing TB level analysis.
- Analyze how investor types, capital sources, and deal stages shape M&A priorities and due diligence.
- Understand the FDD process, including timelines, buy side vs. sell side differences, tailoring IRLs, processing VDRs, creating databooks, & more.
- Gain a clear understanding of deal stages, key players, and how to proactively manage and add value to every step of the transaction.
- Apply proven frameworks to structure analyses, produce superior work product, & deliver insights that drive better decisions and deal outcomes.
About The Course
Course Curriculum
M&A Professions
- Financial Due Diligence
CPE Credits
Details
- Last Updated November 2024
- CPE Credit 40.5
- Field of Study Finance (33.0 CPE) / Management Services (4 CPE) / Personal Development (2.5 CPE) / Communications & Marketing (1.0 CPE)
- Instructional Delivery Method Group Live
- Knowledge Level Basic
- Prerequisites None
- Advanced Preparation None
Refund Policy
For more information regarding refunds, concerns, and program cancellation policies, please contact the Private Equity Primer Support Team via email at help@pe-primer.com.
Compliant Resolution
For any complaints or issues with course materials or delivery, please email the Private Equity Primer Support Team at help@pe-primer.com.
NASBA Sponsor Statement
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: www.nasbaregistry.org
$5,625
Benefits Obtained :
- Master Core FDD Analyses
- Apply Real-World Techniques
- Excel in Deal Execution
- Learn Alongside Other M&A Professionals
- CPE Credit
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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.
