Business finance is typically discussed in terms of accessing funding for the trading entity, often shaped by the aims of Funders. However, for most businesses, the personal finances of the ownership team are deeply entwined with the company – and it’s often where barriers to success arise.

 

This Informed Funding Seminar will give you the opportunity to plan your own finance strategy to help you reach your personal and business goals. It consists of a morning of 1:1 Finance and Funding Strategy consultations, an afternoon of workshops delivered in small groups, followed by an evening of informed discussion and networking.

 

Finance and Funding Strategy Consultations - 9:30am to 1:30pm*

 

A 1:1 consultation can help you through the finance maze. provide the type of independent, experienced and trusted, guidance on financial challenges that is so hard to find or too expensive to consider.

 

*Open to Workspace customers and Club Workspace customers only

 

 

The Workshop Sessions - 2.30pm to 5.30pm

 

 

The Workshop Sessions are free to Workspace customers and Club Workspace Members.  

 

Non-Workspace customers may access the Workshops Sessions for £125+VAT

 

As a business owner, or ownership team, this is a unique opportunity to assess whether you have your ownership strategy right. Managed within small private groups, learn from top experts, listen to the experience of others, test out your own ideas and get input on some of the challenges you are facing. You can expect to come away with an initial action plan and a series of follow up steps, covering:

 

·         How to protect and grow the value of your stake in the business, and mitigate personal risk at the same time.

·         How to deal with other shareholders in the business, not least when things “get out of line”.

·         How to plan for an exit or succession strategy.

·         Creating incentive teams for your key team and making sure you stay incentivised.

·         How best to extract value from the business, including the use of effective tax planning

·         How to incorporate your business stake in to a wider personal investment plan.

 

There will be short break out sessions during which refreshments will be available. We hope that all Workshop delegates will take the opportunity to join the Evening Seminar.

 

The Evening Seminar - 5.30pm to 7.30pm

 

 

The Evening Seminar is free to access for all. Please register your interest in attending. Priority will be given to Business Owners or those part of a Senior Leadership team.  

 

This is your chance to participate in something a bit different, focused on finance strategies from the perspective of the business owner.

Join us for an evening of drinks, canapes and networking that will include a live “share all” interview session with the entrepreneurial owners of two exciting growth businesses.

 

Robert Morrison – Co-founder and Managing Director of .

Having worked within the energy and construction sector for most of his career, Rob joined his business partner to develop and bring to market a new way of ventilating buildings. 

 

Their PVHR (Passive Ventilation with Heat Recovery) solutions are both unique and effective, helping building designers create more healthy and efficient spaces. 

 

Proud to be Made in Britain, their technology is set to disrupt the current HVAC industry.      

 

Joe Bush – Co-Founder of – Workspace Customer at

Joe Bush is Director of Client Success and Co-Founder at The Chat Shop. Joe is focused on transforming the online customer communication experience. The Chat Shop is all about people – people who believe in what they do. They’re about conversations that inspire, not scripted platitudes. They’re live chat experts. From consulting to skilled UK outsourcing

 

Evening Seminar Timetable:

• 5:30pm to 6:00pm (Networking Drinks and Canapes)
• 6:00pm to 6:30pm ()
• 6:30pm to 7:00pm (Audience Q&A)  
• 7:00pm to 7:30pm (Networking Drinks and Canapes Until End) 

 

Headline Sponsor -

 

 

Event Sponsors: