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Financial Due Diligence Training Course - Complete P&L
Part 1 - Context and overview of a FDD process
Section 1 - Welcome to the Course & files to download
Section 2 - When do we need DD (2:25)
Section 3 - What is the purpose of DD (7:59)
Section 4 - What are the main goals of a FDD (5:07)
Section 5 - What a Financial DD is not (9:37)
Section 6 - What are the big types of projects of a FDD team (9:24)
Section 7 - Who will use the FDD report (4:02)
Section 8 - Overview of DD processes (4:16)
Section 9 - Assignment details - Pre Assignment & Information Gathering (7:57)
Section 9 - Assignment details - Exploratory Analysis & First Management Q&A (13:28)
Section 9 - Assignment details - Advanced Analysis and report structuring & Additional Management Q&A (4:01)
Section 9 - Assignment details - Report Writing & Gathering of findings from other engagement streams (8:37)
Section 9 - Assignment details - Completion of Report and Partner review & Final draft and client’s feedback (3:45)
Part 2 - High level P&L Analyses
Introduction
Section 1 - General principles to follow (12:01)
Section 2 - P&L structure (2:05)
Section 3 - Overview of P&L analysis in DD (9:46)
Section 4 - Bridges overview (7:40)
Section 5 - CYT and outturn (6:50)
Section 6 - Budget accuracy (6:40)
Section 7 - P&L by nature vs by function (5:08)
Section 8 - Constant Currency Analysis (8:07)
Section 9 - Translation vs transaction effect (6:31)
Section 10 - Hedging (4:38)
Part 3 - Revenue Analysis in Financial Due Diligence
Introduction to Revenue Analysis in Due Diligence
Section 1 - Revenue Seasonality (3:34)
Section 2 - Revenue Concentration (5:58)
Section 3 - Revenue Growth (9:49)
Section 4 - Revenue Recognition and cut-off methodology (11:25)
Section 5 - Revenue and Rebates (9:25)
Section 6 - Price Volume Mix analysis (9:25)
Section 7 - Retention - Churn rate (9:10)
Section 8 - Retention Cohort (5:58)
Section 9 - Retention By Vintage (8:27)
Section 10 - Revenue Ramp up (8:26)
Section 11 - Retention Like for Like (4:31)
Section 12 - Retention One off vs recurring (8:41)
Section 13 - Pipeline & backlog (11:57)
Section 14 - Contract renewal date (3:29)
Section 15 - Average Revenue per Client - ARPU (7:16)
Section 16 - LTV per customer (6:57)
Section 17 - Price Elasticity (3:13)
Recap : (22:20)
Part 4 - COGS analysis in Financial Due Diligence
Section 1 - Understand the definition of COGS (6:05)
Section 2 - Volume / % GP effect (6:25)
Section 3 - Historical trends of raw materials prices (4:51)
Section 4 - Suppliers concentration (4:17)
Section 5 - GP% by channel / product / country etc.x (3:36)
Section 6 - Bubble charts (3:03)
Part 5 - Opex Analysis in Financial Due Diligence
Introduction to Opex Analysis (2:29)
Section 1- Fixed vs. Variable Costs Analysis & Sensitivity (9:01)
Section 2 - A - Organigram & Breakdown of employee costs (3:39)
Section 2 - B - FTE and Costs per department (5:22)
Section 2 - C - Analysis of bonus schemes (5:32)
Section 2 - D - Staff turnover / longevity (10:59)
Section 2 - E - Revenue per FTE (5:26)
Section 3 - Rent (4:46)
Section 4 - Marketing (6:59)
Section 5 - Other OPEX (3:11)
Section 6 - Below EBITDA Items (5:36)
Section 7 - Intercompany (interco) (4:22)
Part 6 - Quality of Earning
Section 1 - Quality of Earnings and its importance in a deal (7:26)
Section 2 - How to organize your QofE (13:50)
Section 3 - Overall guidelines for QofE (12:16)
Section 4 - Most common QofE items - 1 to 11 (13:25)
Section 4 - Most common QofE items - 12 to 19 (14:54)
Section 4 - Most common QofE items - 20 to 25 (12:05)
Section 4 - Most common QofE items - 26 to 33 (18:10)
Part 7 - Forecast review in Financial Due Diligence
Section 1 - Introduction to CAGR (5:39)
Section 2 - Forecast P&L & KPIs Overview (6:28)
Section 3 - Understanding of Forecast building process and Management Hypothesis (8:29)
Section 4 - Analysis of rev vs. historical seasonality (9:44)
Section 5 - Sensitivity analysis (4:11)
Conclusion and additional materials
Full Recap video (26:18)
Huge thanks and additional material to go further
Section 2 - Volume / % GP effect
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