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

What Is Financial Due Diligence?

What Is Financial Due Diligence?

Explore what the job of FDD is and what is in an FDD report.

Encore Do You Want More FDD Analysis?

Encore Do You Want More FDD Analysis?

Dig into additional analysis commonly found in FDD reports.

Navigating Your Career

Navigating Your Career

Gain insights from top M&A professionals on how they navigated their career.

M&A Career Paths

M&A Career Paths

Explore what skills you need to grow within FDD or how those skills transfer to other areas of M&A.

NWC's Impact On Valuation

NWC's Impact On Valuation

Understand what NWC's impact is on valuation.

More FDD Insights

More FDD Insights

Level up with more FDD insights.

Corporate Training

FDD Fundamentals

Navigating Purchase Agreements

Public Courses

FDD Fundamentals

Digital Learning

Decoding Private Equity

Foundational Questions