T-3 CIAO Academy

Angel Academy.   A series of Private Equity Training programs for both Angels and Entrepreneurs for “going private.”  Academy training programs use the Capital Drill Modelling to teach how to set up and manage a private equity shareholder company.

CIAO T-3 Academy

Goal

Train financial experienced executives to be a fractional Chief Investor Assurance Officer (CIAO) for their companies as well as to create a bench of CIAO's who can perform Capital Drill audits as well as manage 1 to 5 companies as a fractional CIAO  

Audience:  Experienced M&A, Financial Consultants, CFO's, Accountants with practices or the desire to participate in the entrepreneurial space

Duration:  2 Days for 5 to 10 individuals -  max

Frequency:   On demand or quarterly

Charge:   $7,500 minus Ritz Group Member discounts (25%)

Sponsors:   Law Firms, Accounting, HR, Institutional Financial Planners and member organizations -TAG

Compensation Potential:    Fees for conducting Capital Drill Audits plus client revenues from being a fractional CIAO

Take Aways:    Individuals will leave with an in-depth knowledge of how to perform a Capital Drill audit and to use the subscriber based Capital Drill for their companies or clients.

     Course Outline

  1.   Welcome

                 Introductions and Keynote Speaker 

      2.   Session #1

                The current & new "Going Private" 

      3.    Session #2

                 The Capital Drill LAB (2-hour)

                  In-depth review of Capital Drill Model

      4.    Session #3 

                   Investor Readiness Audit LAB (2-hrs)

                   Case Study

                       "live" company presentations & collateral

                        Certification & founder team challenge

                        Group Assessment & Written Summary

       5.    Session #4 

               Financial Modeling LAB  (2-hrs) 

                   Craft 5-year ICS Revenue Forecast & case study

                    Input results in your Online Capital Drill Model

                    Test reverse Capital Engineering model

       6.   Closing & Graduation Ceremonies   

 

Note: Key is the time spent with each area plus group discussion which add value to the lecture material

 

Administrative 

Dates:

 

Location

 

Fees:

Capital Training Partners

Glob Hub

GLOBE HUB

The Globe Hub provides co-working spaces that offer plug-and-play memberships to accelerate business growth. We understand the power of the tech community and aim to facilitate meaningful connections across our unique member network.   From soloists taking the leap into the startup world, to teams that need a private office, to tech companies that want to scale their business, Globe Hub located, at the Peachtree Airport in Chamblee, has the office space to accommodate your growth.

RITZ GROUP

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