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Financial Due Diligence Report Template (PowerPoint PPTX)
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BENEFITS OF DOCUMENT
- Provides a framework for developing a financial due diligence report
DESCRIPTION
This product (Financial Due Diligence Report Template) is a 32-slide PPT PowerPoint presentation (PPTX), which you can download immediately upon purchase.
A due diligence report is key to finalizing an investment, merger, acquisition, or legal agreement. The due diligence report offers a comprehensive exploration a company's financial records. The scope of the report varies from project to project.
Due diligence Is divided Into three primary categories:
1. Business/Commercial Due Diligence: a detailed examination of the persons engaged in a transaction, and the business's future viability.
2. Financial Due Diligence: This is a key step in evaluating the business's operational, financial and commercial prospects. It gives the purchasing firm a clear picture of whether the purchase is worthwhile. It examines accounting rules and methods, tax compliance, and internal controls.
3. Legal Due Diligence: is concerned primarily with the legal issues of a transaction. It searches for any legal red flags.
A due diligence report may include the below elements:
1. An analysis of historical financial information over a period of years, legal records, market research, and other research documents
2. SWOT Analysis summarises the Target entity's strengths, weaknesses, opportunities, and threats
3. Any liabilities, debts, or financial responsibilities may alter any commercial transaction's conditions
4. An analysis of the projections of the forecasts as well as contractual information (if available) to support the forecasts.
5. If an issue is discovered when conducting a due diligence, consider describing it and its potential ramifications, as well as actions to resolve the issue identified.
The due diligence report summarises the data gathered throughout the due diligence process. This template focuses of the areas to cover when conducting a financial due diligence and provides a framework for communicating the due diligence findings.
Prior to beginning the due diligence report, an information request list of data required to complete the exercise should be provided to the Target. Please see comprehensive information request list:
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Source: Best Practices in Due Diligence PowerPoint Slides: Financial Due Diligence Report Template PowerPoint (PPTX) Presentation, Corporate Finance 101
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Corporate Finance 101 consists of ex EY and Grant Thornton consultants who have experience helping professionals across disciplines, with a focus on strategy consulting and transaction advisory.
These documents are prepared to help you increase the impact of your business communication and save you valuable time.
The documents are based upon techniques learned while working at multinational consultancy firms.
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Financial Due Diligence Toolkit
This bundle contains 5 total documents. See all the documents to the right.
Due Diligence M&A (Mergers & Acquisitions) Information Technology Target Operating Model Process Improvement Financial Management Financial Analysis Valuation Product Management Product Strategy Project Kick-off Change Management
