Course Summary
Duration8 hours
PresenterCormac Lucey
Course Overview
Session 1: An Increasingly Precarious Investment Landscape
Cormac Lucey as he takes us through this 4 part full day course which is aimed at finance professionals working within SMEs and their professional advisers who wish to remain up to date on the corporate finance environment facing them, including:
- Practising accountants who are advising clients on corporate finance matters
- Accountants who are trusted advisors to the family business
- Accountants in business who wish to get up to speed on corporate finance topics
- Advisors who wish to gain fresh ideas for finance options and company valuations
This session will cover the following:
- After the pandemic rebound, where is the economy going now?
- Could inflation make a return? And what would be the consequences?
- Are deposit interest rates ever going to rise again?
- When asset values are so high, is there anywhere safe to invest?
- What are the most likely scenarios to unfold over the next 2-5 years?
Session Facilitator: Cormac Lucey – Finance Lecturer & Economics Columnist
Session 2: Corporate Finance Bootcamp I
Cormac Lucey as he takes us through this 4 part full day course which is aimed at finance professionals working within SMEs and their professional advisers who wish to remain up to date on the corporate finance environment facing them, including:
- Practising accountants who are advising clients on corporate finance matters
- Accountants who are trusted advisors to the family business
- Accountants in business who wish to get up to speed on corporate finance topics
- Advisors who wish to gain fresh ideas for finance options and company valuations
This session will cover the following:
The key techniques of corporate finance covered in just 2 sessions, part 1
- Analysis of financial statements – a basic template for analysing financial statements
- What are the warning signs that there’s something wrong with the financials?
- Revisiting discounted cash flow (DCF) analysis to correct a major shortcoming of the internal rate of return (IRR) method
- The use and abuse of valuation multiples
Session Facilitator: Cormac Lucey – Finance Lecturer & Economics Columnist
Session 3: Corporate Finance Bootcamp II
Cormac Lucey as he takes us through this 4 part full day course which is aimed at finance professionals working within SMEs and their professional advisers who wish to remain up to date on the corporate finance environment facing them, including:
- Practising accountants who are advising clients on corporate finance matters
- Accountants who are trusted advisors to the family business
- Accountants in business who wish to get up to speed on corporate finance topics
- Advisors who wish to gain fresh ideas for finance options and company valuations
This session will cover the following:
The key techniques of corporate finance covered in just 2 sessions, part 2
- Why cost of capital matters and how to estimate it
- Company valuation: theory, practice and key techniques
- Valuing SMEs and complicated situations
- Signposts to help navigate the business and valuation cycles
Session Facilitator: Cormac Lucey – Finance Lecturer & Economics Columnist
Session 4: Buying and Selling a Business
Cormac Lucey as he takes us through this 4 part full day course which is aimed at finance professionals working within SMEs and their professional advisers who wish to remain up to date on the corporate finance environment facing them, including:
- Practising accountants who are advising clients on corporate finance matters
- Accountants who are trusted advisors to the family business
- Accountants in business who wish to get up to speed on corporate finance topics
- Advisors who wish to gain fresh ideas for finance options and company valuations
This session will cover the following:
- Steps in a transaction
- Head of agreement
- Due diligence
- Legal documentation
- The MBO market & recent transactions
Session Facilitator: Cormac Lucey – Finance Lecturer & Economics Columnist
CPD Course Facilitator:
Cormac Lucey – Finance Lecturer & Economics Columnist
Cormac Lucey teaches finance at the Irish Management Institute, University College Dublin and Chartered Accountants Ireland. He is a chartered accountant and has worked in various financial roles in banking and in industry in Ireland and in Germany. He lives in Dublin with his wife and son.