Reasons to take the class
Plan to join the family business. You will learn strategies to promote your family business career.
Want to help the family business. You will work on a project designed to help the business.
Mary Schmid Daugherty, CFA, PhD—Finance professor, family business owner and board member, co-author for next edition of Family Business by Poza, and speaker on financial issues in family business in the UST Family Business Center and elsewhere.
Ritch L. Sorenson, PhD—Opus Chair in Family Business, Director of Family Business Center, former business owner, Associate Editor for Family Business Review, and sponsor of annual Conference on Family Business at the University of St. Thomas.
Finance 600 and a business in the family to use as the basis for course projects.
This course provides students with the analytical tools and decision-making models to strategically evaluate a closely held/private company. Students will analyze the economic opportunities and competitive environment in the context of a specific business sector. Topics will include analyzing financial statements, capital structures, governance structures, sources of capital, liquidity options and valuation.
The purpose of this course is for students to apply analytical tools and decision-making models to assess the performance of their own family’s business, when possible. The student will determine how the family and business governance structures, patient capital and strategically driven financial metrics can add value to a family enterprise. The intent is to allow the student to learn and apply various best practices to their own family business.
Family members are encouraged to participate with their student in this course. All family members who participate will be expected to purchase texts read course materials and work closely with the student to complete the assignments outlined in the syllabus.
Final Project Options for Your Family Business
- Strategic Plan
- Business Valuation
- Business Growth Plan
Ritch Sorenson for more information: 651-742-2173 firstname.lastname@example.org