FINANCE FOR GROWTH
A Half Day Workshop for leaders of ambitious growing businesses
FINANCE FOR GROWTH
A Half Day Workshop for leaders of ambitious growing businesses
are you overwhelmed by the financial complexities of growth?
Do you feel like you're making decisions based on gut feeling rather than clear financial insights?
are you feeling stressed and unsure of the best course of actoin in your growth plan?
feel energised and confident for the future
Our interactive workshop for small to medium sized business owners and leaders is designed to equip you with the tools and knowledge you need to demystify your finances and create a clear actionable growth plan.
Confidence in your financial understanding: Learn to interpret key financial jargon and use it to your advantage.
Clear financial insights: Understand your cash flow forecast, financial budgeting and balance sheet.
Clarity for business strategy: Develop the ability to create a clear, numbers-backed growth plan.
Control over your finances: Identify potential problems and understand profitability potential.
Confidence in financial decisions: Gain insights into debt versus equity, sources of finance, valuations, aquisitions.
An actionable plan: Leave knowing the next steps you need to take on your growth journey.
Carve out half a day to work on, not in your business
See what others have to say about the workshop
Good for business owners to understand finance jargon free. Good for finance teams to support owners on growth/exit strategies
Leanne, Wizu Workspace
Max & Dani are obviously very knowledgeable and hearing about their own experiences was very beneficial
Emma, Grange Partnership
The workshop is a great overview on really important key financial information needed to successfully run your business
Carolyn, Conflux
Great whistlestop tour, very approachable presenters, great contacts in the room
Tracey Hopkins-Howarths
Succinct and thorough walk through - really well presented in an accessible format
Anna, Norton Mayfield
Really informative if you want to add real value to your board
Tom, Simpson Wood
Definitely worth it as a quick overview to finance. Very eye opening and informative
Alex, North Star Roast
Essential for any small business owner or management team looking to get a handle on their business
Matthew, Conflux
Do it! It’s a great workshop to focus your mind about various topics within your business. It also helps to explain a lot of financial jargon that maybe you’ve never really paid attention to or understood.
Ben, Clarks Business Recovery
Definitely worth attending for business owners
Richard, Gen North
the workshop will COVER
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
Experienced sounding board
The opportunity to ask direct questions about your business and a change to network with other business owners like you
“Essential for any small business owner or management team looking to get a handle on their business”
Matthew Skelton, CEO – Conflux
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
experienced sounding board
The opportunity to ask direct questions about your business and a chance to network with other business owners like you
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
Investment: £195 + VAT
09:30-12:30, followed by an informal networking lunch.
THURSDAY 6 MARCH, WIZU – THE LEEMING BUILDING, LEEDS
THURSDAY 5 JUNE, WIZU – PORTLAND HOUSE, NEWCASTLE
THURSDAY 18 SEPTEMBER, WIZU – STATION PARADE, HARROGATE
secure your place now
join us
Investment: £195 + VAT
09:30-12:30, followed by an informal networking lunch.
Thursday 6 March, Wizu – The Leeming Building, Leeds
Thursday 5 June, Wizu – Portland House, Newcastle Upon Tyne
Thursday 18 September, Wizu – Station Parade, Harrogate
"Do it! It’s a great workshop to focus your mind about various topics within your business. It also helps to explain a lot of financial jargon that maybe you’ve never really paid attention to or understood"
Ben Ramsey, Director – Clark Business Recovery Ltd