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Financial Due Diligence and Business Health Checks for SMEs

Whether buying a business, lending to one or advising an owner, African finance professionals need a fast, reliable way to judge financial health. This course provides a practical framework for financial due diligence and health checks tailored to small and medium enterprises. Participants learn to read the numbers behind the story, spot warning signs and reach a grounded view of risk and value.

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Register for this course

What you will be able to do

  • Structure a focused financial due diligence for an SME.
  • Assess the quality and reliability of the financial records.
  • Analyse profitability, cash flow and working capital health.
  • Identify warning signs of financial distress and manipulation.
  • Adjust reported earnings for owner and one off items.
  • Summarise findings into a clear risk and value view.

Course outline

  1. 01Scoping a Financial Health Check
  2. 02Testing the Quality of the Records
  3. 03Profitability and Earnings Quality
  4. 04Cash Flow and Working Capital Review
  5. 05Warning Signs of Distress
  6. 06Normalising Owner and One Off Items
  7. 07Reporting Risk and Value

Who should attend

Accountants, lenders, investors, business advisers and finance managers who assess the financial health of smaller businesses.

Dates, venues and fees

DatesVenueDaysFeeCalendarRegister
28 to 30 Sep 2026Lusaka3US$1,500Closed
29 Sep to 1 Oct 2026Harare3US$1,500Register
30 Sep to 2 Oct 2026Lilongwe3US$1,500Register
5 to 7 Oct 2026Blantyre3US$1,500Register
6 to 8 Oct 2026Mozambique3US$1,500Register
7 to 9 Oct 2026Nairobi3US$1,500Register
12 to 14 Oct 2026Dar es Salaam3US$1,500Register
13 to 15 Oct 2026Kigali3US$1,500Register
14 to 16 Oct 2026Kampala3US$1,500Register
19 to 21 Oct 2026Accra3US$1,500Register
20 to 22 Oct 2026Lagos3US$1,500Register
21 to 23 Oct 2026Cairo3US$1,500Register
26 to 28 Oct 2026Mauritius3US$1,500Register
27 to 29 Oct 2026Dubai3US$1,500Register
28 to 30 Oct 2026Online3US$900Register
24 to 26 Nov 2026Johannesburg3R13,000Register
25 to 27 Nov 2026Cape Town3R13,000Register
30 Nov to 2 Dec 2026Durban3R13,000Register
1 to 3 Dec 2026Pretoria3R13,000Register
2 to 4 Dec 2026Windhoek3US$1,500Register
7 to 9 Dec 2026Gaborone3US$1,500Register
8 to 10 Dec 2026Maseru3US$1,500Register
9 to 11 Dec 2026Mbabane3US$1,500Register

Fees are per delegate. South African venues are priced in rand; other locations and online in US dollars. Fees exclude 15% VAT where applicable. Group bookings of three or more delegates from the same organisation qualify for a reduced rate; contact us for a quotation.

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