Due Diligence for SMEs Webinar

How to build an effective due diligence work program appropriate to your client's needs

Building an effective due diligence work program
Tailoring your DD to the purpose
Risk protecting you and your clients

A Live Instructor Led Webinar

Some of your SME clients will be buying or selling a business or investing in a business. There may also be requirements for internal risk reviews. When any of these happen, there is often a requirement for a due diligence review. Effective and appropriate due diligence can make a fundamental difference.

The Due Diligence Webinar explores the types of due diligence work that can be undertaken and steps though the process of building an effective due diligence work program that is appropriate to the client’s needs.

Knowledge Shop members, login for the discounted rate.

Total 1.5 CPD Hours (est.)

Details

Recorded  10 August 2022

Time
12:00pm - 1:30pm AEST 
11:30am SA & NT
10:00am WA

FPA accreditation pending

Terms & conditions: All registrations to Knowledge Shop events are subject to our terms and conditions which include a cancellation policy. No refunds are provided for cancellations received 1 day prior to the webinar. No credits are available less than 2 hours prior to the event under any circumstances.

*Office Registrations. Maximum 20 participants per firm (must have same email domain). The PD points for all attendees will be recognised and links will be provided to all attendees.

What we cover

We show you how to create a due diligence process that provides your client with meaningful and valuable information while appropriately managing the risks. Linking the engagement to the scope of work, to the work program and the outputs.

What's included?

  • 1 x 1.25 hour (est.) webinar
  • 3 month access to Q&A embedded webinar recording
  • Reference notes
  • Getting the scope of your due diligence work right
  • Differences in scope based on the nature of the transaction
  • Matching your DD work to the risk profile of the transaction
  • How to build your work program
  • Is a due diligence an audit? Assessing the depth of work required
  • Balancing the cost, efficiency and risk of work required
  • Working within the professional standards

Our presenter

Director, Hayes Knight

Greg Hayes

Greg-Hayes-ProfileRCCH Australia describe Greg as a “serial entrepreneur.” An apt title for the founder of the Hayes Knight group, Knowledge Shop, and Merit Wealth. He is a practice management specialist, innovator, and published author who mentors and assists other firms to grow and develop their potential. An accountant for over 30 years, Greg has built a successful Australasian accounting group from modest beginnings in the outer suburbs of Sydney. A popular presenter, Greg has ‘been there and done that.’ There are no untested theories or marketing hype – just practical, realistic principles that are at the core of top quartile firms across Australia.

Beyond his practice management knowledge, Greg is a business valuation specialist. These two skills sets are a powerful combination when applied to the business of accounting. He regularly values accounting practices and has developed valuation models for the profession that look through to the core of how a successful accounting firm functions and what it should deliver.

Greg is a familiar face in the Australian media as an expert commentator on business and taxation issues. He is a former member of the Advisory Review Panel for the Board of Taxation.