Turning Decision Gates into Diligence Plans
Complimentary Digital Course
Delivery:~ 1 Hour
CPE Credits:1
Experience Level:Emerging M&A Pros | Mid Career M&A Pros | M&A Leaders
What I will learn?
- Demonstrate how decision gates can effectively focus diligence on the most critical issues in an engagement.
- Utilize a simple three-column framework to sharpen diligence planning.
About Course
Master the art of crafting clear, collaborative due diligence plans by leveraging decision gates. Discover how decision gates form the foundation of a simple, yet effective framework that organizes diligence efforts into three actionable buckets to ensure seamless coordination within deal teams and across advisors.
Course Curriculum
- Defining Decision Gates in an M&A context
- Deal Killers & Deal Makers
- Investment Thesis & identifying Decision Gates
- Introduction to the Three-Column Diligence Framework
- How to populate the Three-Column Diligence Framework
- Using the investment thesis to create key questions
- Project Cobra Penguin Case Study
M&A Professions
- Financial Due Diligence
- Investment Banking
- Leveraged Lending
- Private Equity
- Universities
CPE Credits
Details
- Last Updated February 2025
- CPE Credit 1
- Field of Study Management Services
- Instructional Delivery Method QAS Self-Study
- 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

Benefits Obtained :
- Learn to Focus On Highest Priority Diligence Items
- Discover How to Craft Actionable SOWs
- 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.