Driving Growth via Capital Investments

This final Course in the Leading and Managing the Startup Certificate addresses growth as seen through a financial lens. Professor Geis’s topics include analyzing a business opportunity via a pro forma, including Internal Rate of Return and Net Present Value. Next are investigations of cash-flow management, accounts receivable, and using trade credit, followed by examples showing various approaches to expansion, both organic and inorganic.

Faculty

Prof. George Geis

Prof. George Geis

Professor

George T. Geis, Ph.D., is an adjunct professor of Information Systems at the UCLA Anderson School of Management. Geis teaches at UCLA Anderson in the areas of mergers & acquisitions, financial modeling, entrepreneurship, and accounting.  He has been voted Outstanding Teacher of the Year at UCLA Anderson four times and has received a number of other teaching awards. Geis has also served as Associate Dean and Faculty Director of UCLA Anderson’s Executive MBA program. He is currently Faculty Director of Anderson’s Mergers and Acquisitions Executive program. Geis has also taught mergers and acquisitions at the Haas School, UC Berkeley and has been a visiting professor at Bocconi University (Milan) and at Darden School of Business (University of Virginia).

Dr. Geis is an expert on M&A activity in technology, communications and media markets. His most recent book, Digital Deals, provides a blueprint for planning and executing sound corporate business development strategies. Geis’ research interests include market modeling for M&A-related strategies as well as venture initiation and growth processes.

A National Science Foundation and Woodrow Wilson Honorary Fellow, Dr. Geis has extensive consulting experience and has published dozens of professional articles and six books. He is the recipient of the Financial Executives Institute Award for outstanding achievement in finance.

Dr. Geis taught in the LEAD Summer Institute for minority youth for more than 10 years. He has provided management education for directors of Head Start programs nationwide as well as for Iraq veterans in UCLA’s Entrepreneurs’ Bootcamp for Veterans with Disabilities. His 16- tape lecture series on “Statistical Analysis in Business” appeared as part of the Teaching Company’s Super Star Teacher series.

Geis is editor of a web site that provides a visual analysis of M&A deals in technology, media and communications markets at http://www.trivergence.com . Geis also writes an M&A blog at http://maprofessor.blogspot.com .

Geis received a B.S. “summa cum laude” and with “honors in mathematics” from Purdue University , an M.B.A. from University of California, Los Angeles, and a Ph.D. from University of Southern California.

Course Learning Objectives:

By the end of this course, you will be able to:

  • Analyze the financial projections in the cash flow, income statement, and balance statement portions of a pro forma for a proposed new product line.
  • Analyze Net Present Value and Internal Rate of Return projections for a proposed new product line.
  • Make a recommendation about proceeding with a proposed investment based on financial analysis.
  •  

Syllabus

Module Components:

Video Lectures:

  • Using a Pro Forma to Evaluate Opportunities
  • Calculating Net Present Value & Internal Rate of Return
  • Subtleties in Evaluating a Potential Investment

Readings:

  • Pro Forma Income Statement
  • Pro Forma Balance Sheet
  • Financial Modeling and Pro Forma Analysis
  • How to Calculate a Five-Year Pro Forma
  • Internal Rate of Return
  • Present Value (PV)

Case-Study: 

  • ARTificial Plants

Quiz:

  • Driving Growth Via Capital Investments

Support

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