Finance for Growth: A Playbook for Scaling Sustainably
Everything we wish every growing business knew.
Make better decisions, understand your numbers and grow with confidence.
After years as Finance Directors, working inside growing businesses, we keep seeing the same decisions catch good owners out - funding the next stage, what the business is really worth, whether to borrow or bring in investment, how you hold onto your best people. Finance for Growth is half a day sharing exactly what we wish every owner knew before they got there, so you can scale without the scars.
Expect a straight-talking, practical, jargon-free session, built entirely from real businesses, not a textbook.
Available dates
Thursday 5th November - Leeds
Investment: £195 + VAT
09:30-12:30, followed by an informal networking lunch.
This workshop is for you if…
You’re turning over £1m+ and growing. The basics are covered, but you’re starting to hit the decisions that decide whether you scale smoothly or stumble. Borrow or bring in investment? What’s the business actually worth? How do you hold onto your best people? These are exactly the moments we see catch good businesses out.
This half-day is everything we wish someone had told you first.
Carve out half a day to work on, not in your business
Clarity on the big decisions
Understand your options before the calls that shape your next stage: how to fund growth, debt or equity, buying a business, and how you might one day exit.
A real read on your numbersrs
See why your cash flow forecast, your budget and the strength of your balance sheet matter so much more once you're growing.
A clearer sense of direction
Why a long-term plan is worth having, and how a good board can help you deliver it.
Fewer nasty surprises
Get wise to the pitfalls and tax considerations on the growth journey, so they don't catch you out.
Ideas you can act on
Leave with practical tips and actionable ideas you can take straight back into your business.
Time with people who’ve been there
Put your questions to two experienced FDs and swap notes with other business owners over an informal lunch.
Siobhan Collyer , Director
Here’s what past attendees gained from the workshop…
Matthew Skelton, CEO
Tracey Hopkins, Finance & Operations Director
The workshop will cover topics framed around the decisions you’re actually facing.
-
Why cash flow forecasting matters so much when you're growing, because growth has a habit of running businesses out of cash.
-
The benefits of proper budgeting and forecasting, and the approaches that work for growing businesses.
-
How strong yours really is, and whether it's holding you back.
-
The financing options available to help you grow your business.
-
Debt versus equity: the considerations, and the things to be aware of before you choose.
-
Why a long-term plan matters, and what it does for you as you grow.
-
How a good, effective board can support your growth.
-
How businesses are valued, and what buyers really look for.
-
How acquisitions can help you grow, and how deals are structured and done.
-
The ways you might exit your business, and what to think about along the way.
-
Using employee share schemes to motivate and hold onto the people your growth depends on.
-
The tax considerations to be aware of on your growth journey.
-
Put your own questions to two experienced FDs who've seen this play out before, and compare notes with other owners over an informal lunch.
Dani Wainwright and Max Cawthra have around 50 years of finance experience between them. They work as fractional Finance Directors inside growing businesses just like yours. This workshop is what they wish every owner knew before hitting these decisions; what they’ll be talking about is what actually trips businesses up in practice.
They’ve worked with everyone from small owner-managed businesses to larger, more complex PLCs, so nothing here is theory. You’ll leave with practical tips you can act on straight away and, over lunch, the chance to put your own situation to them directly.
The speakers.
Dani Wainwright
Max Cawthra
Join us.
Investment: £195 + VAT
09:30-12:30, followed by an informal networking lunch.