Identify and Evaluate Opportunities: Fundraising, Deals, and Exits
Overview
For seasoned CFOs, recognizing opportunity is a proactive discipline that can define a company’s growth trajectory. Identify and Evaluate Opportunities: Fundraising, Deals, and Exits equips finance leaders to detect and assess strategic moves—whether raising capital, pursuing acquisitions, or preparing for exit—with precision and confidence. Through real-world tools and case examples, participants learn to evaluate financial, operational, and strategic implications, align stakeholders, and communicate recommendations effectively. This course builds a forward-thinking CFO toolkit to lead high-stakes decisions and act decisively when opportunity knocks.
Learning Objectives:
After completing this course, you will be able to:
- Identify the financial and strategic indicators of a credible fundraising, acquisition, or exit opportunity.
- Differentiate between bolt-on, transformational, and opportunistic acquisitions using defined criteria.
- Recognize key investor and buyer signals that suggest exit readiness or capital-raising potential.
- Match opportunity types with appropriate analysis frameworks and stakeholder communication strategies.
- Select critical questions and metrics to evaluate internal preparedness for each opportunity type.
This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.
Lessons:
Lesson 1: Opportunity Thinking – The Strategic CFO Lens
Adopt a forward-looking mindset by identifying strategic opportunities, aligning them with business goals, and leading proactive growth conversations as a CFO.
Lesson 2: Evaluating Growth Paths – Fundraising and Acquisitions
Evaluate opportunities with confidence by blending financial rigor and strategic insight—assessing fit, viability, and risk to guide smart fundraising or acquisition decisions.
Lesson 3: Exit-Stage Analysis and Strategic Decision Making
Gain the skills to evaluate and time exit strategies with precision—using market signals, buyer insights, and strategic tools to guide high-impact decisions and maximize value.
Additional Information
CPD Hours: 2
Field of Study: Finance
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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