Exit Planning Workshop

Benefit from targeted financial control within your business.

12 Week Programme for Non-Finance Professionals

Benefit from targeted financial control within your business.

One of the primary reasons businesses fail is due to a lack of financial and managerial knowledge. The Financial Management for Business Owners programme is for ambitious business owners who want to maximise their business success to grow a successful, transferable/saleable business.

Is this for me? Discover why businesses fail and how to avoid repeating the mistakes made by others. Find out how achieving systematic growth is a marathon of small incremental improvements that are easy to achieve and which Key Performance Indicators to track and how to track them for effective management and short/long term success.

Each week we focus on one of the biggest finance challenges faced by SMEs. Attend them all, or just pick the ones that suit your business, it’s a flexible course that works around you.

  • 1. Introduction to Exit Planning

    90% of businesses are not saleable. 80% sell, and less than 5% of those that do eventually sell achieve their asking price… Learn what it takes to create a saleable business and be exit ready at all times.

    Join us: Thurs 25th November 2021 @ 12.30

    Book Your Free Place

  • 2. Business By Design Methodology

    Learn about the Business By Design Value Creation Process that can be applied to any business at any stage of development. Discover the tools required to help both the owner and business prepare for a successful exit.

    Join us: Thurs 2nd December 2021 @ 12.30

    Book Your Free Place

  • 3. Wealth Planning (Know Your Number)

    The vast majority of business owners struggle to create enough equity value in their business to live the life they desire – do you know ‘Your Number’ and what you can do to bridge the wealth gap?

    Join us: Thurs 9th December 2021 @ 12.30

    Book Your Free Place

  • 4. Personal Exit Preparation (Transitioning Phase)

    Personal preparation is vital to a successful exit and determines the next chapter of your life, be it retirement or moving onto another project. Find out how to prepare yourself for what lies ahead both pre- and post-exit.

    Join us: Thurs 16th December 2021 @ 12.30

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  • 5. De-Risking

    SME owners need to understand how to reduce the risk within their businesses as much as possible. De-risking not only protects the wealth the owner has already created but it will help increase the overall value of the business.

    Join us: Thurs 13th January 2022 @ 12.30

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  • 6. Growth

    Very few owners know how to harness the full sales potential of their current client list. Learn how to harness this potential and grow your business in the most cost effective and efficient way before pressing that “sales and marketing” button.

    Join us: Thurs 20th January 2022 @ 12.30

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  • 7. Funding

    Learn the various funding options available to you to grow your business. Understand what options are accessible to buyers and how this could impact your exit plans.

    Join us: Thurs 27th January 2022 @ 12.30

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  • 8. EVA Due Diligence Report

    Help the owner understand how a potential purchaser would evaluate their business. This tool will help you analyse the performance of the business from an unbiased viewpoint, highlighting the KPIs that will be relevant to prospective purchasers.

    Join us: Thurs 3rd February 2022 @ 12.30

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  • 9. EVA Valuation Report

    There are a number of methods a potential purchasers will use to value a business. The Valuation Model helps you understand the key methods used for SMEs and will help you produce a valuation range the owner can expect offers to fall within.

    Join us: Thurs 10th February 2022 @ 12.30

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  • 10. Human Resources

    Your management team and employees are critical to the success of your business and exit strategy. Learn the key fundamentals required to ensure this vital part of your business is in order.

    Join us: Thurs 17th February 2022 @ 12.30

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  • 11. Tax Planning

    Learn the importance of tax planning and what you need to do to ensure you are being as tax efficient as possible and keep more of your hard-earned money.

    Join us: Thurs 24th February 2022 @ 12.30

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  • 12. Business Broker

    Not all brokers are the same. Find out what makes a good broker different from a bad broker. Learn what to look for when considering using a brokerage firm to sell your business.

    Join us: Thurs 3rd March 2022 @ 12.30

    Book Your Free Place

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