Introduction to Private Firm Finance and Ownership Structures

Characteristics of family businesses and private firms
Differences from public company finance
Equity vs. debt financing considerations

Strategic Financial Planning and Capital Structure Design

Setting financial goals in alignment with family or owner objectives
Choosing appropriate capital structures and financing instruments
Risk management and financial resilience for private firms

Financial Performance Analysis and Forecasting

Interpreting financial statements for private decision-making
Key financial ratios and indicators relevant to private ownership
Tools for forecasting cash flow, profitability, and investment returns

Sources of Finance for Private and Family Firms

Bank lending, asset-based lending, and private equity
Government support schemes and alternative financing options
Family capital and retained earnings: benefits and constraints

Governance, Succession, and Ownership Transition

Designing governance frameworks for continuity and trust
Planning for succession: leadership, equity transfer, and legal implications
Balancing family influence with professional management

Dividend Policy, Liquidity, and Wealth Preservation

Structuring dividend policies that serve family needs and business growth
Managing liquidity events and financing shareholder exits
Strategies for preserving wealth across generations

Case Studies and Group Exercises

Real-life examples from successful family businesses and private firms
Interactive workshops on capital planning and governance structuring
Scenario-based analysis of succession and financial strategy

Final Strategy Presentation
Participants will be guided to develop a customized financial strategy plan tailored to their own family business or private firm, integrating key concepts learned during the course.

Corporate Finance for Family Businesses and Private Firms Training Course in Geneva

Available Dates

Custom Date Selection

Available Cities

Objectives and Target Group

Course Content