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Due Diligence for SMEs Webinar

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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

The Due Diligence for SMEs 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.

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AU $195 members
AU $235 non-members

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Register Team*

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AU $520 members
AU $595 non-members

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Total 1.75 CPD Hours

Details

Recorded: Thursday, 27 June 2024

Knowledge Shop accredited for 1.75 CPD hours

  • 1.0 Client care and practice
  • 0.75 Regulator compliance and consumer protection

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 10 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 1.5 hour webinar (est.)
  • 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.