Senior Executive Development Program鈥擣or Private Companies

Gain the management tools to develop sustainable growth for your private company 鈥� including family-owned businesses, private corporations, and partnerships. Participants will assess a company鈥檚 culture fit for purpose and effective governance practices. You will examine the role financial statements play in unlocking value in a private company, as well as the intersection of business strategies with private ownership models. In addition, you鈥檒l dive into the mindsets of investors and explore frameworks to commercialize and finance innovation. Ultimately, you鈥檒l explore critical levers to enhance sustainable growth while retaining what matters to your private company.

By attending, you will:

• Examine disruptive global macro trends shaping businesses and strategic risk management frameworks to prepare and build resiliency
• Gain the competitive frameworks to analyze what your competition is doing, as well as innovative approaches to stay ahead of new threats
• Examine various private company ownership structures and their unique challenges and opportunities
• Examine successful business models and entrepreneurial techniques that drive profitable innovation
• Discover the unique role financial statements play in unlocking value for private companies and management鈥檚 role in producing transparent financial information
• Gain real-world examples of tax benefits in the sale of an entire private business
• Assess your private company鈥檚 culture readiness for new opportunities, succession planning, and talent acquisition in highly competitive environments鈥攗ltimately supporting a culture of good governance

This program is led by a team of top Booth faculty and private industry leaders.

This program will benefit senior-level executives from private companies such as family-owned enterprises, private corporations, and partnerships.

Titles include: C-suite, VP, Director, GM, head of a business unit, owner, and board member.

Leaders from private companies across geographies, sizes, and industries such as manufacturing, technology, retail, and healthcare will find this program beneficial 鈥� especially those who are preparing for organizational growth. Those in private organizations funded by PE firm(s) will also find benefit in attending.

Global Trends Shaping Businesses

• Executives must navigate new and uncharted business landscapes—inflation, supply chain disruptions, technological innovation, labor shortages, changing regulations, and other factors will continue to upend traditional frameworks and place new demands on leaders. Examine these disruptive global macro trends and develop a strategic risk management framework to build a resilient organization prepared for future risks.

Strategy Formulation and Implementation

• Too often, executives over-rely on experience and patterns of thinking that have been successful for them in the past. In a completely static environment, this might allow them to continue to make good decisions, but the business environment is changing rapidly and becoming increasingly complex. Scan your competitive environment, seek alternative perspectives, and consider innovative approaches.

Ownership Strategies

• Explore company objectives, priorities, and options for what comes next.
• Explore various ownership models and the intersection of business strategies with ownership strategies. You’ll examine succession planning and executive compensation and explore critical levers for increasing company value.
• Examine best practices to adopt from the private equity world, as well as pitfalls and landmines to avoid.

Commercializing Innovation

• Learn frameworks for commercializing and financing profitable innovation.
• Explore investors' viewpoints and best practices in cash-constrained environments.

Introduction to Leveraged Buyouts

• Gain an overview of a private equity (leveraged buyout) deal: purpose and benefits.
• Learn about capital allocation processes and valuation techniques.

The Strategic Role of Financial Analysis and Reporting in Creating Value

• Leverage financial reporting for evaluation, access, deployment, and management of financial assets.
• Acquire techniques for improving capital management.
• Unlock potential value for your firm through financial statement analysis.

Tax-Related Valuation and Implications for Privately Held Businesses

• Gain an introduction to tax structures used for acquiring privately held businesses.
• Explore entity types for which acquisition structures can and often do generate significant tax benefits for the seller and discover situations with substantial tax benefits from the sale of a component or subsidiary of a private business.
• Explore various tax-related valuation issues and how they should be factored into the valuation of a privately held business.

Create a Winning Culture

• Often, business cultures in their early stages are driven by founding the owners’ visions and close personal networks. As companies move to the next level, previously successful levers may no longer maximize performance. Learn how to lead a winning culture for this phase of your company's development while staying true to your mission.
• Explore senior leader succession planning, strategies to attract and retain talent, and the board’s role in setting the tone from the top.

To apply for the program, candidates must submit:

1. A completed application
2. A resume or CV
3. A statement addressing your learning objectives for attending the program.

Applications are accepted and reviewed on a rolling basis. During the review process, a member of the Admissions committee may contact you to discuss your application.

To ensure your place in the program and to receive advanced preparation materials in a timely manner, please submit your application at least six weeks before start of the program. Late applications will be considered if space is available.

This program effectively addresses a wide range of challenges and opportunities relevant to executives of private companies. The faculty and staff are truly world-class.

鈥擠ave Doherty, President, DigiKey

I liked the quality of the faculty and the array of topics that were assembled. They provided a valuable toolkit for someone running a company. I would definitely recommend it to anyone who runs a private business or wants a general management education.

鈥擠aniel Karrer, Strategy Director, StoneCO

Ana Dutra's vast experience with boards and governance is unparalleled. Her advice was extremely relevant to our situation, and she is a great communicator.

The program's professors and guest speakers, renowned experts in their fields, greatly expanded my knowledge.

鈥擱ayell Grayson, LCPC, CADC and Owner and President of Head/Heart Therapy, Inc.

This crash course leadership program covered comprehensive subjects on leadership, strategy, and financial analysis toward assessing the valuation of an organization.

鈥擪hairul Anwar Mohamad, Group Chief Financial Officer, Petra Energy Berhad