Course Summary

Duration8 hours

PresenterCormac Lucey

Course Details

8 hours Cormac Lucey

This course 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

Key Learning Outcomes:

Participants will gain an understanding of current key corporate finance concepts and developments and be able to apply this to SMEs.

Course Schedule

Session 1: The Corporate Finance Environment – An Irish Overview

  • The economic environment: where are we now?
  • Where are we going?
  • What are the risks?

Session 2: Company Valuations Masterclass

  • Valuation methods.
  • Valuation yardsticks.
  • Valuing a company in a downturn.
  • Valuing SMEs.

Session 3: The Due Diligence Process for Corporate Finance Advisors

  • The purpose and place of due diligence.
  • Commercial due diligence.
  • Financial due diligence.
  • Other due diligence.

Session 4: Steps to Selling a Business

  • Steps in a transaction.
  • Due diligence.
  • Legal documentation.
  • The MBO market & recent transactions

CPD Course Facilitator

Cormac Lucey – Economic Commentator, Author & Columnist

Cormac Lucey was educated in UCD and qualified as a chartered accountant with Price Waterhouse in 1987. He has since worked in the financial industry, focusing on corporate finance. Between 2002 and 2007 he served as special adviser to the Tanaiste, Michael McDowell.

He has developed and currently presents the Diploma in Corporate finance (at Chartered Accountants Ireland) and the Diploma in Business Finance (at the Irish Management Institute). He also teaches finance at the Michael Smurfit Graduate School (University College Dublin).

He contributes regularly to discussions on public affairs and is a weekly columnist on economics with the Irish edition of The Sunday Times. He has contributed to several books including authoring Plan B – How Leaving the Euro Can Save Ireland and co-authoring The Business Compass – Perspectives on Business Ethics.