Guru Talk

Private Equity Gold

Insider Secrets YOU can Emulate from a CEO That Made 9 PE Firms Billions

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Private Equity Gold

If you’re looking for private equity gold, you’ve come to the right place. CEO Advisory Guru, Adam Coffey, is pleased to present his inaugural Guru Talk. Join us for this intimate two-and-a-half-day seminar and get actionable insights from a CEO that has made private equity firms billions. In addition to getting insider knowledge about private equity, you’ll learn how you can get into a company, bend the growth curve and quadruple in size in a short period of time.

Who Should Attend?

  • Founders and Business Owners seeking to accelerate growth, increase value and position themselves for potential exit
  • Fortune 1000 mid-level professionals seeking a 7-figure income and 8-figure net worth working as senior executives in middle market, private equity backed portfolio companies
  • Search fund hopefuls seeking to learn how to maximize the potential of their future acquired companies
  • MBA, FEMBA, & EMBA Candidates Seeking a Competitive Edge to climb the Fortune 1000 career ladder faster
  • Operating Partners at PE Firms seeking a competitive edge for their portfolio companies
  • Private Equity Associates and Principals seeking to enhance their ability to achieve maximum potential when managing portfolio companies
The Agenda
Module 1 – Private Equity Primer

Culture & Revenue Are Correlated – What Private Equity Is and How it is Structured – How PE Firms Make Money – The PE Pyramid – Why YOU Should Care

Module 2 – Bending the Growth Curve

Setting Growth Expectations – Transforming Any Business – The Growth Levers – Challenging the Status Quo – Buy and Build – Marketing and Image – Globalization Hacks

Module 3 – Strategy and Management Systems

Basic Concepts That Transformed Business – The Strategic Reboot 2.0 – Systematizing Revenue and EBITDA Growth – Mobilizing Talent to Create Maximum Value

Module 4 – Achieving Maximum Potential

Identifying and Understanding the Key Components of Risk – Score Cards and Measuring Systems – Identifying Your Key Initiatives – Tying It All Together

Module 5 – Mergers and Acquisitions

Organic Versus Inorganic Growth – Requisites for Buy and Build – All About Arbitrage – Common Strategies – Creating Leverage – Process Overview – Building M&A Capability – Ramping Up Volume – Financing – Convincing Founders – The Power of Rollover

Module 6 – Exit Strategy

The Universe of Buyers – Identifying the Right Buyer Type – Prepping A Company to Sell – Building an Expert Advisory Team – Navigating the Sale Process – Interacting With Buyers – Rollover Investing and Ancillary Income Streams – Winner Winner Chicken Dinner

Module 7 – Leadership

Inspiring Confidence in You as Leader – Strengthening Your Executive Presence – Articulating a Compelling Vision and Purpose – Energizing Others and Motivating Action – Staying Centered Despite Pressure, Fear, and Uncertainty

Bonus Mini-Module – Joining the Private Equity Game

How Fortune 1000 Middle Managers Land 6 to 7 Figure Jobs in Private Equity – Creating Generational 8 Figure Wealth Without Being a Founder – Pivoting from a Position of Strength

Seminar Materials Included

All attendees receive:

  • Autographed copy of The Private Equity Playbook
  • Autographed copy of The Exit Strategy Playbook
  • Digital Edition of the Seminar Workbook

Seminar Fee Includes

  • Cocktails and Hors d’oeuvres Friday
  • Breakfast Saturday and Sunday 
  • Lunch Saturday and Sunday 
  • Snacks and Refreshments Saturday and Sunday 

 

Upcoming Dates:

December 2 – 4 | 2022
February 3-5 | 2023
May 5-7 | 2023
August 4-6 | 2023
November  3-5 | 2023

Seminar Schedule
  • Friday – Travel to Dallas
    • Afternoon Welcome Session 2 PM to 5 PM
    • Cocktails and Hors d’oeuvres 5 PM to 6 PM
    • Dinner – On Your Own to Explore Southlake, TX
  • Saturday – Full Day
    • Breakfast 8 AM to 9 AM
    • 9 AM to Noon – Morning Session
    • Noon to 1 PM – Lunch
    • 1 PM to 5 PM – Afternoon Session
    • Dinner – On Your Own to Explore Southlake, TX
  • Sunday – Half Day
    • Breakfast 8 AM to 9 AM
    • 9 AM to Noon – Morning Session
    • Noon to 1 PM – Lunch
    • Afternoon – Travel to Home
Location / Venue

Registration Information

Seminar Fee (Non Refundable): $3,495.00

Receive a $500 Discount ($2,995.00) if you are:

  • One of the first 20 to Register
  • A Veteran of the US Military (Thank YOU for YOUR Service)
  • A Client of the CEO Advisory Guru LLC
  • A “Guru Talk” Seminar Alumni

Registration

To pre-register for the event, please submit the form below and we’ll email you an invoice.