Complete Financial Due Diligence Library — Toolkit, 222-Page Field Guide, Training Case Study

Description
Every asset in the collection — the tools for running an engagement, plus the two things sold nowhere else: the field guide and the training case study.

EVERYTHING IN THE TOOLKIT
Databook template with worked example and guide, 224-item request list, ten meeting agendas, 123-entry adjustment library, self-review checklist, consistency review deck and log.

PLUS THE FIELD GUIDE
Eight chapters, 222 slides, PowerPoint and PDF. Introduction and overview, the enterprise value to equity bridge, profit and loss analysis, cash flow, balance sheet, transaction analytics, transaction structuring, and other procedures and reporting. Each chapter carries a signature diagram: the bridge from enterprise value to cash at completion, the reported-to-adjusted EBITDA bridge, a twelve-month working capital chart against the normalized level, a locked box versus completion accounts timeline. Charts are native PowerPoint objects, so the data is editable.

PLUS THE TRAINING CASE STUDY
A participant brief, a facilitator guide, a three-year monthly trial balance and financial statements for a fictional company, and a solution databook. A four-and-a-half hour session that takes someone from a raw trial balance to a reconciled set of schedules, with the teaching points built into the data: sign conventions, an account that opens mid-year, a suspense balance that must not be forced to nil, and one-off costs hiding inside ordinary expense captions.

FORMAT
.xlsx, .docx, .pptx and PDF throughout. No macros.
All original material and generic professional practice. No firm names, no client data, nothing proprietary. Yours to use on as many engagements as you like.
From NorthfieldPress.