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Corporate Valuation and Business Strategy

Program Overview

Value creation is a core operating principle for many of today’s most successful and admired companies. But consistently achieving this outcome is not always simple or straightforward. To understand the potential sources of value for a corporation, a business leader needs an objective framework to analyze and evaluate the opportunities and risks that lie ahead.

Corporate Valuation and Business Strategy provides that framework. This program helps leaders master the advanced financial tools that are needed to compute the impact of strategic decisions on the value of their organizations. Armed with this insight, participants in this program will increase their ability to confidently take action in ways that will produce superior financial performance and generate market-leading results for their companies.

Read more about the Experience & Impact »

Corporate Valuation Program Highlights & Benefits

  • Calculate corporate valuations across a range of situations and for multiple purposes
  • Evaluate the financial implications of strategic decisions in different settings, including merger and acquisition targets, and leveraged buyout opportunities
  • Analyze financial statements to better understand opportunities and risks
  • Recognize the limitations of different valuation techniques
  • Learn how to communicate to colleagues, investors, lenders, and others a clear financial strategy that will generate sustained, superior financial performance

Contact Us

Schedule a personalized consultation to discuss your professional goals:

+1.215.898.1776  

January 22 - 25, 2018$8,600

Philadelphia

June 25 - 28, 2018$8,600

Philadelphia

Download the program schedule, including session details.

Tuition for Philadelphia programs includes lodging and meals. Prices are subject to change.

Featured Video

“The cost of capital is often a black box in many valuations, yet it’s central to business planning. We’re going to unpack this concept, and provide the intuition behind it.”

Professor Michael R. Roberts on Corporate Valuation and Business Strategy

Still considering your options? View programs within Finance & Wealth Management, Strategy & Innovation or use our Program Finder.

Experience & Impact

In Corporate Valuation and Business Strategy, you will learn how to analyze and evaluate the financial implications of strategic and operating decisions. In this program, you will learn the correct way to do financial modeling, and how to identify and avoid potential pitfalls and common mistakes. The result will be better decision making and a better understanding of your organization.

By exploring the drivers behind value creation, you will acquire the requisite knowledge and tools to understand the impact of strategic, operational, and financial decisions on your organization’s ability to create value. You will gain increased clarity around the potential consequences of these decisions, and leave this program equipped to apply this knowledge immediately to the business challenges facing your organization today.

Having such financial insight can be particularly crucial if your organization is seeking a new infusion of investment capital, or is at the crossroads of a major business decision such as a merger, an acquisition, a business restructuring, or a buyout. The tools taught in this program will help you develop a better understanding of the opportunities and risks inherent in some business decisions.

Additionally, this program will help you become more effective at articulating the implications of these decisions on your organization’s performance, competitive position, and opportunities for growth to key stakeholders. As a result, you will be better able to communicate with chief financial officers, investment bankers, accountants, and other corporate finance professionals.

Corporate Valuation and Business Strategy blends Wharton’s world-class academic rigor and quantitative analysis with practical, real-world application. The program employs a host of instruction modalities to enhance the learning experience: in-class discussions, case work, small group breakout sessions, and role-playing.

Overall, this program will provide you with a structured and highly engaging learning environment in which you will apply the concepts and tools presented by Wharton’s renowned finance faculty and distinguished speakers to real-world scenarios.

Session topics include:

  • Cost of Capital
  • Customer-Based Corporate Valuation
  • Financial Modeling
  • Financial Statement Analysis
  • Strategic and Financial Acquisitions

Who Should Attend

Corporate Valuation and Business Strategy is a rigorous, advanced finance program designed for senior leaders already familiar with such concepts as net present value (NPV), internal rate of return (IRR), free cash flow, and cost of capital. Familiarity with Microsoft Excel is useful but not required.

Participants include senior-level executives, as well as those executives moving into roles with greater responsibility who need to strengthen their financial acumen and improve their ability to make strategic, operational, and financial decisions that generate value. Executives who are responsible for acquisitions, mergers, buyouts, divestitures, restructuring, budgeting, and planning will find this program curriculum particularly relevant and beneficial.

Job titles or roles may include:

  • Strategic planning and/or business development executive
  • CEO, COO, or president of an entrepreneurial or fast-growing company
  • Controller or other corporate finance position
  • General manager, vice president, executive director
  • Investment analyst or investment manager
  • Leader of a privately owned business, especially one that is negotiating with lenders or investors
  • Lawyer or accountant

Group Enrollment

To further leverage the value and impact of this program, we encourage companies to send cross-functional teams of executives to Wharton. We offer group enrollment benefits to companies sending four or more participants.

Plan Your Stay

Faculty

Michael Roberts, PhD   See Faculty Bio

Academic Director

William H. Lawrence Professor; Professor of Finance, The Wharton School

Research Interests: Applied econometrics, corporate investment, capital structure

Peter Fader, PhD   See Faculty Bio

Frances and Pei-Yuan Chia Professor; Professor of Marketing, The Wharton School

Research Interests: Lifetime value of the customer, sales forecasting for new products, behavioral data

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