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Due Diligence for SMEs Webinar 2024

Recorded 27 June 2024. 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

Recorded 27 June 2024

The Due Diligence Webinar walks you through the process of building an effective due diligence work program that is appropriate to your client’s needs.

Effective and appropriate due diligence can make a fundamental difference. But, there is no one-size-fits all strategy and the principles of the due diligence need to be matched to the specific facts to assess the relevance and impact.

We also look at where the due diligence is being driven by the counter party and how best to manage the process. Most transactions will have a due diligence process. Being on top of it can be the difference in completing a successful transaction.

Using real life scenarios, Greg Hayes takes you on a journey through the types of due diligence work that can be undertaken and the process to achieve an effective due diligence for the client.

Total 1.75 CPD Hours

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.

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

Greg Hayes

Director, Hayes Knight

CCH 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 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.

Beyond his valuation work, Greg assists clients with both buy side and sell side transactions, from providing specific advice to acting as the client adviser from start to finish of a transaction. His experience is across a diverse range of industries and sectors on transactions ranging from $2m to $80m.