Webinar Recordings
Advisory Forum
March 26, 2026
Report & Models
Forecasting for Funding: Build Clear, Lender-Ready Financial Plans
Most forecasts look fine on paper.
But when it comes to real decisions, cash,
March 26, 2026
Business Development
The ABC of Business Appraisals
How structured investment appraisals, R&D and Patent Box can transform decision-making, cash flow and business
January 23, 2026
Report & Models
Getting the most from the forecast and funding model
A practical walkthrough of how to model growth scenarios, assess funding needs, and turn forecasts
January 16, 2026
Business Development
How To Get More Referrals
A practical, repeatable approach to generating referrals by asking better questions and positioning yourself as
January 9, 2026
Business Development
How to Get More Referrals – Turning Conversations into Collaboration and Client Opportunities
Referrals are the lifeblood of every advisory business, but getting them consistently requires more than
December 12, 2025