EFM Events

Join EFM at one of our events to find out more about how good financial management and business advice can help you to launch, grow and improve the value of your Business.

We join with business communities and partners to put on informative and useful events where you will learn through practical advice and real examples, grow your network and meet with experts who can help you achieve your business ambitions.

 

February 2020

13 February | Informed Funding Workshop: Is Your Business “Investment Ready” | London

When: Thursday, 13 February, 2020

Time: 10:30- 12:30

Where: Plexal 14 East Bay Lane (Lynn Meeting Room) The Press Centre, Here East, Queen Elizabeth Olympic Park London E20 3BS

Cost: Free for EFM Guests (limited spaces available)

Informed Funding Workshop: Is Your Business “Investment Ready”

Early stage businesses can sound exciting, but investors know how easy it is to pour money into the wrong option (and there are plenty of options). So, validating your business model is a vital step in raising equity.

13th Feb AM Event Image

Workshop Timetable:

10:15am | Arrival

10:30am to 12:30pm | Workshop Session

Lynn Meeting Room

Investors want to know:

  • Are you dealing with a problem worth solving?
  • Are there enough people who want it solved?
  • Does your product actually solve the problem?
  • Are other products already solving the problem?
  • What will customers pay for the problem to be solved?
  • Investors are also very interested in “you” and those around you – are you investible and credible?

The Workshop will take you through the processes you need to consider when addressing those questions, and how you evidence the answers to investors when they carry out due diligence.

In addition, the sessions will look at related challenges such as:

  • Sourcing relevant investors
  • How to manage the funding process
  • Protecting your interests

The Workshop will have a maximum of 25 attendee companies – and discussion will be based around actual case studies (including those of the attendees).

Each Workshop will be facilitated by experienced experts covering strategy, finance, and (most importantly) the perspective of the investor.

Workshop Advisors:

Charles McKay is an Associate Director at EFM

An experienced “commercial” Finance Director working across a range of industries and size of companies from multinational to start ups. In addition to strategic and operational roles, he has completed numerous corporate transactions including acquisition, disposal, asset sales and purchases, listing onto AIM, fund raising, cost reduction, restructuring and coaching of senior staff in setting objectives for themselves and their business.

Andrew Sugden is a Portfolio Finance Director at EFM

Andrew is a robust, “hands on” Finance Director with significant international experience, having worked with a variety of successful media, publishing, telecoms and technology companies varying in size from globally listed operations to family owned SMEs and venture capital backed backed start up businesses. Prior to this Andrew qualified as a chartered account with KPMG. He has a proven track record of delivering increased shareholder value and sustained growth, and of driving transformation and cost effective solutions to businesses in rapidly changing markets.

About Informed Funding

Informed Funding is an online and offline information resource designed to help new and growing businesses identify the range of options available to them to raise finance. Plexal members have free and exclusive access to funding strategy consultations, finance meet-ups, workshops and funding conferences.

By taking part in this event you grant Informed Funding full rights to use the images resulting from the photography/video filming for publicity or other purposes to help achieve our aims. This might include (but is not limited to), the right to use them in printed and online publicity, social media, press releases and funding applications.

Click here to register for this event
6 February | What does an investor wants to see in a business plan – 6th February 2020 | London

When: Thursday, 6 February, 2020

Time: 3:30 PM - 5:45 PM

Where: Workspace’s Metal Box Factory 30 Great Guildford Street Barclay Meeting Room London SE1 0HS

Cost: Free for EFM Guests (limited spaces available)

Raising finance is often the number one challenge for the majority of business owners:

  • How do I find an investor?
  • Why will they invest in me?
  • How do I present a compelling case?
  • How much equity shall I give away?

These are all questions that both an entrepreneur and a funder need to address and align to complete a successful fundraise.

This workshop is free to access for all, but with limited places. Please register your interest in attending, priority will be given to Workspace and Club Workspace customers.

Throughout the Workshop we’ll be looking at:

  • The investment proposition and the need to actively engage investors from the first contact.
  • The business opportunity and how an investor can help you grow your business.
  • The essential steps that you should make to ensure your business is investment ready!
  • The steps required to prepare the ideal business plan.
  • How to achieve your business plan aims and how to avoid the pitfalls.
  • The legal aspects of business investment.

This structured Workshop can help you through the finance maze and provide the type of professional, experienced and unbiased, guidance on financial challenges that is so hard to find or too expensive to consider.

Click here to register for this event

Workshop Advisor:

Edward Leek is a Finance Director for a portfolio of privately-owned growth companies.

In addition to strategic and operational responsibilities, Edward has experience in Angel / VC / PE fund raising and has advised on many acquisitions and disposals in the UK and internationally.

Workshop Timetable:

3:30pm | Arrival

3:45pm to 5:45pm | Workshop Session

Address:

Workspace’s Metal Box Factory

30 Great Guildford Street

Barclay Meeting Room

London

SE1 0HS

Date

6th of February 2020

About Informed Funding…

Informed Funding is an online and offline information resource designed to help New and Growing Companies identify the range of options available to them to raise finance. Workspace customers have free and exclusive access to funding strategy consultations, finance seminars, workshops and access to over 800 sources of finance. Learn more about the Informed Funding and Workspace partnership by visiting the Informed Funding Hub.

This Workshop is free to access for all, but with limited places. Please register your interest in attending. Priority will be given to Business Owners.

Workspace customers and Club Workspace members have free premium access to Informed Funding including free membership and preferential access to its seminars.

By taking part in this event you grant Informed Funding full rights to use the images resulting from the photography/video filming for publicity or other purposes to help achieve our aims. This might include (but is not limited to), the right to use them in printed and online publicity, social media, press releases and funding applications.

Click here to register for this event
13 February | Exit Planning for Business Growth – 13th February 2020 | London

When: Thursday, 13 February, 2020

Time: 15:30 – 17:45

Where: Workspace’s Kennington Park Canterbury Court Knowledge Meeting Room London SW9 6DE

Cost: Free for EFM Guests (limited spaces available)

In this Informed Funding Workshop, you’ll be able to discuss with experts and other business owners how to maximise the value of your business prior to a sale.

Business owners often make the mistake of not planning their exit strategy early enough. They get caught up in running their business on a day-to-day basis without considering long-term goals for themselves and their business.

In fact, your business’s exit strategy should be an integral part of its growth strategy. And if your intention is to get real value for your business in the future, it’s never too early to start thinking about who’s going to buy it and why and how to position your business so it is attractive to potential acquirers.

We’ll be working through the key questions every business owner should consider, whatever stage of growth they are at.

  • How do you value your business? What would make a buyer pay more rather than less? Have you developed an appropriate growth strategy and are you offering the best product or service to the buyer?
  • Who are the potential buyers? Are you planning a sale to a trade buyer or a financial institution. Are you anticipating interest from a competitor. Are you considering a management buyout or an IPO?
  • Have you managed to build and structure the right team for a successful sale? And have you got the best experts, internal and external, to advise you throughout it?
  • What’s the best process for selling your business? Is it the right time and are market conditions favourable? Have you structured your tax affairs to keep as much of the proceeds as possible?

The workshop will have a maximum of 20 attendee companies – and the discussion will be based around actual case studies (including those of the attendees).

This workshop is free to access for all, but with limited places. Please register your interest in attending, priority will be given to Workspace and Club Workspace customers.

Workshop Timetable:

3:30pm | Arrival

3:45pm to 5:45pm | Workshop Session

Location

Workspace’s Kennington Park

Canterbury Court

Knowledge Meeting Room

London

SW9 6DE

 

Workshop Advisor:

David Wyeth from EFM Growth

David is an experienced Growth Partner providing professional advice and support for clients who wish to grow or re-structure their business by sale or acquisition. He works with a wide range of businesses but has a particular focus on the digital sector including Information Technology, Telecoms, Marketing, Communications, Recruitment and Consulting (the typical business size is £1m to £25m revenue). David has over 30 years Corporate Finance and Private Equity experience.

About Informed Funding…

Informed Funding is an online and offline information resource designed to help New and Growing Companies identify the range of options available to them to raise finance. Workspace customers have free and exclusive access to funding strategy consultations, finance seminars, workshops and access to over 800 sources of finance. Learn more about the Informed Funding and Workspace partnership by visiting the Informed Funding Hub.

This Workshop is free to access for all, but with limited places. Please register your interest in attending. Priority will be given to Business Owners.

Workspace customers and Club Workspace members have free premium access to Informed Funding including free membership and preferential access to its seminars.

By taking part in this event you grant Informed Funding full rights to use the images resulting from the photography/video filming for publicity or other purposes to help achieve our aims. This might include (but is not limited to), the right to use them in printed and online publicity, social media, press releases and funding applications.

Click here to register for this event

March 2020

12 March | Raising up to £5million to grow your business – focus on Tech (including software and digital) Online B2B Services and Consumer Apps – 12th March 2020 | London

When: Thursday, 12 March, 2020

Time: 15:30 – 17:45

Where: Workspace’s The Leather Market Weston Street The Tannery Meeting Room London SE1 3ER

Cost: Free for EFM Guests (limited spaces available)

This Informed Funding Workshop is designed for businesses that anticipate the need to raise £250,000 to £5million of finance, possibly in multiple rounds, within the next two years.

It’s a major challenge financing a technology-driven start up from “early-stage” through to a valuable, even profitable, business with commercialised products or services. Join this Workshop to find out what you need to do to find the right finance at the right time.

Informed Funding event

The Workshop will cover:

  • Getting your strategy right – how to make your business attractive to investors and enhancing your valuation. The sources of equity finance currently available in the UK
  • Other sources of finance – Grants, Tax Credits and Personal Sources (eg Pensions)
  • The importance of management reporting/KPIs in the eyes of the investor
  • Where does your Talent Strategy sit – The investor’s view?

This workshop is free to access for all, but with limited places. Please register your interest in attending, priority will be given to Workspace and Club Workspace customers.

Click here to register for this event

Workshop Timetable:

3:30pm | Arrival

3:45pm to 5:45pm | Workshop Session

Location: 

Workspace’s The Leather Market

Weston Street

The Tannery Meeting Room

London

SE1 3ER

These workshop sessions are intense and rewarding, with leading specialist from firms that specialise in supporting growing technology businesses.

We always encourage sharing of ideas and challenges between attendees, something that can only be done in small Workshop Groups.

*The Workshop is suitable for a fairly wide technology group, and that would include digital, media, and growth businesses with an online focus.

Workshop Advisor:

Malcolm Holloway, Director at EFM

Malcolm is a finance director, venture capitalist and director of the EFM Network and provides hands on, on-site finance support, operating either as finance director or by providing team members to assist in other finance roles. He shares his professional and practical experience, gained through many years of financial management and business leadership.

About Informed Funding…

Informed Funding is an online and offline information resource designed to help New and Growing Companies identify the range of options available to them to raise finance. Workspace customers have free and exclusive access to funding strategy consultations, finance seminars, workshops and access to over 800 sources of finance. Learn more about the Informed Funding and Workspace partnership by visiting the Informed Funding Hub.

This Workshop is free to access for all, but with limited places. Please register your interest in attending. Priority will be given to Business Owners.

Workspace customers and Club Workspace members have free premium access to Informed Funding including free membership and preferential access to its seminars.

By taking part in this event you grant Informed Funding full rights to use the images resulting from the photography/video filming for publicity or other purposes to help achieve our aims. This might include (but is not limited to), the right to use them in printed and online publicity, social media, press releases and funding applications.

Click here to register for this event

Download the EFM brochure

Click for your copy

Join Us

© EFM 2020
Web design by Union 10 Design