Finance for growth

In conjunction with Wizu Workspace

Thursday 17 October 2024 : 09:30-12:30

Wizu Park Place, Leeds

For business leaders, and managers in growing small to medium sized businesses

Designed to provide you with relevant and useful information and support to help you as you embark upon your growth journey in business. A fully interactive session that will leave you with increased knowledge, awareness and confidence of opportunities, considerations, and pitfalls as part of the growth journey. 

the workshop will leave you confident in…

the workshop will leave you confident in…

Cash flow forecasts

Why cash flow forecasts are important for growth

Financial budgeting & forecasting

Benefits & approaches

Balance sheet robustness

How strong is yours and is it holding you back?

Sources of finance

Financing options available to help grow your business

Debt vs equity

Debt versus equity, considerations & things to be aware of

Business plans & strategy

Importance & benefits of long term plans

Boards

How a good and effective Board can assist with growth

Business valuations

How businesses are valued, what buyers look for

Acquisitions & deal structures

How M&A can help, deal structures & process 

Exit strategies

How you might exit the business

Employee share schemes

Motivation and retention for key employees

taxation

Tax considerations to be aware of on the growth journey

Cash flow forecasts

Why cash flow forecasts are important for growth

Financial budgeting & forecasting

Benefits & approaches

Balance sheet robustness

How strong is yours and is it holding you back?

Sources of finance

Financing options available to help grow your business

Debt vs equity

Debt versus equity, considerations & things to be aware of

Business plans & strategy

Importance & benefits of long term plans

Boards

How a good and effective Board can assist with growth

Business valuations

How businesses are valued, what buyers look for

Acquisitions & deal structures

How M&A can help, deal structures & process 

Exit strategies

How you might exit the business

Employee share schemes

Motivation and retention for key employees

taxation

Tax considerations to be aware of on the growth journey

The speakers

Dani Wainwright and Max Cawthra have around 50 years of experience between them, both currently work as portfolio finance directors working with a range of small & medium-sized businesses that are fast growing.

With significant experience in working with a variety of companies from small owner-managed businesses to larger more complicated PLCs, you’ll leave the workshop with valuable tips and actionable ideas. 

After the session there will be time to network with other business owners and speak directly with Dani and Max over an informal lunch.

The speakers

Dani Wainwright and Max Cawthra have around 50 years of experience between them, both currently work as portfolio finance directors working with a range of small & medium-sized businesses that are fast growing.

With significant experience in working with a variety of companies from small owner-managed businesses to larger more complicated PLCs, you’ll leave the workshop with valuable tips and actionable ideas. 

After the session there will be time to network with other business owners and speak directly with Dani and Max over an informal lunch.

secure your place now

join us

Thursday 17 October 2024

09:30-12:30, followed by an informal networking lunch.

Wizu Park Place, 46 Park Pl, Leeds, LS1 2RY

You are welcome to stay and use Wizu’s co-work space in the afternoon.

£195 + VAT (25% discount for Wizu members)

secure your place now

join us

Thursday 17 October 2024

09:30-12:30, followed by an informal networking lunch.

Wizu Park Place, 46 Park Pl, Leeds, LS1 2RY

You are welcome to stay and use Wizu’s co-work space in the afternoon.

£195 + VAT (25% discount for Wizu members)

"Dani is definitely making our business better"

Simon Horniblow, Managing Director, Campuslife Ltd

 

Join the workshop