Investment and Merger Strategy
Course Introduction
The course is based on Drucker management theories. The course instructor integrates the core values of Drucker theroies with one’s own management experience, to present extensive analysis of merger strategy, business valuation methods, different ways of investigation of targeted company, ways to pick the proper transaction structure and payment methods, as well as the result of integration after merger.
Teaching Method
Interactive teaching styles incorporating case studies and practical application of Drucker management theories.
Course Objectives
Helping enterprise to create sustainable competitive advantage.
Target Learners
Business owner, CEO, CFO and professional business consultant.
Course Duration
2 Days (14 Hours)
Modules Outline
單元
Unit
Focuses
Learning Objectives
Unit 1
Foundation: Finance
Unit 2
Investment Return and Risk
Unit 3
Merger and Acquisition
Unit 4
Bond and Stock
Unit 5
Business Valuation
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Basics of Financial market, financial organization, financial products
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Acquiring basic concepts of Finance
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Relationship between present consumption and future consumption: Return on Investment (ROI), Time value of money (TVM), Evaluation and measurement of investment risk
-
Understanding the time factor of investment, and ways to evaluate investment return and risk
-
Difference between merger and acquisition, types of merger, motive and expectation of merger
-
Understanding different theories of merger and acquisition
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Valuation, risk and evaluation of bond and stock
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Understanding the basics, tools and precaution of bond and stock investment
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Methods of Business evaluation and business valuation
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Understanding factors affecting the business value and practice of business valuation
Unit 6
Investment Strategy
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3 Principles of picking the right enterprise
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Selection and evaluation of the right business owner for investment purpose
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Understanding stock market, and ways to select the right enterprise and business owner in stock market
Unit 7
Merger Strategy
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6 Principles of merger strategy
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Understanding Drucker’s principles for enterprise merger