Workshops to help prepare for the next stage of your business

Our in-person workshops are for Midlands business owners and senior management teams who want practical insight into how transactions work in the real world. The sessions are delivered by our highly experienced and award-winning Corporate Finance team, who utilise deep market knowledge and transactional experience to make your next business move a success.

Investment workshops

Designed for businesses considering growth through investment, acquisition or a management buy‑out or buy‑in, this workshop is ideal for those seeking clarity on investor expectations and funding options. Topics typically include:

• Investment routes and funding options
• How investors assess risk, value and growth potential
• Preparing management teams for investment
• Common deal structures and timelines
• What strong investment propositions look like in practice

Preparing for sale workshops

The most successful exits are typically the result of early planning, clear objectives and understanding what drives value long before a transaction begins.

This workshop is aimed at owners considering an exit or succession, who want to understand buyer expectations and ensure their business is well‑prepared in terms of timing, value and sale readiness. Topics typically include:

• Timing and exit options
• Business valuation fundamentals
• Value drivers and value blockers
• Preparing for due diligence
• Common mistakes we see business owners make

Register your interest

Workshops will be held when sufficient interest is registered, allowing us to keep sessions focused and relevant. We’ll contact you when a workshop is scheduled, but if you would like to speak to a member of our team in the meantime, please don’t hesitate to get in touch.