Training Evaluating Collaborative Development Opportunities

INTRODUCTION

This training seminar on Evaluating Collaborative Development Opportunities is concerned with one of the most important activities in the development of business – critical analysis and evaluation of potential investors and partners.  All businesses are becoming more complex in structure, technology, competition and strategic choice.  Consequently a company’s relationships with potential investors and partners now require a significantly higher standard of appraisal and focus than has been the case in the past. This training seminar will concentrate on the application of leading-edge tools and techniques of due diligence in evaluating opportunities for creating effective relationships with these two strategically significant stakeholder categories. Due diligence is multi-dimensional.  It is based on an understanding of needs and objectives of potential investors and partners; their decision criteria; their compatibility with the strategic and operational objectives of our own company; and finally it requires a structured process by which attraction and integration of new investors and partners can be accomplished effectively in order to sustain continuous improvement in the profitable growth of the company.

This training seminar will highlight the following key topics:

• The changing dynamics of global business
• Due diligence in financial appraisal of potential investors and partners
• Due diligence in non-financial appraisal of potential investors and partners
• The specific risks and rewards of development by alliances and joint ventures
• Integrating collaborative relationships into your business strategy

PROGRAM OBJECTIVES

• Identify the required characteristics of new investors and partners
• Evaluate the past performance and future potential of new investors and partners
• Select and engage with new investors and partners
• Anticipate and deal with the challenges of integrating new investors and partners
• Measure the strategic impact of adding the new relationships

WHO SHOULD ATTEND?

• Corporate Finance Officers
• Strategic Planners and Investment Analysts
• Internal Auditors and Management Accountants
• Operations and Supply Chain Managers
• Merger and Acquisition Specialists
• Organisational Development Specialists

PROGRAM OUTLINE

The Basics of Due Diligence in Business Decisions 

• The Changing Dynamics of Global Business
• The Strategic Relevance of Due Diligence in Market Analysis
• The Strategic Relevance of Due Diligence in Financial Management
• The Strategic Relevance of Due Diligence in Merger and Acquisition
• The Strategic Relevance of Due Diligence in Business Planning

Due Diligence in Market Analysis  

• Market Analysis (1) – Data Search and Business Intelligence
• Market Analysis (2) – Analytical Tools and Techniques
• How attractive is the market sector that we are evaluating?
• How strong is our performance in this market sector?
• What is the potential for sustainable profitable growth?

Due Diligence in Financial Management  

• Profit and Loss Statement – What this signifies?
• Balance Sheet – What this signifies?
• Cashflow Statement – What this signifies?
• Evaluating the Financial Anatomy – Structure and Gearing
• Evaluating the Financial Anatomy – Robustness and Sustainability

Theme: Due Diligence in Risk Analysis and Risk Management  

• Identification of Types of Risk in this Company
• Quantitative and Qualitative Tools and Techniques of Risk Analysis
• Best Practice in Risk Management – A Structured Process
• The Emerging Concept of “Risk Engineering”
• International Standards and Requirements of Corporate Governance

Theme: Due Diligence in Strategic Planning  

• What is strategy and why is it important?
• Alternative Approaches to Strategic Planning
• Management and Control – dealing with variance and divergence
• Balancing Short-term and Long-term Programmes and Projects
• Example of a Strategic Planning Framework
• Discussion and Plan – How to apply themes 1-5 in your company?