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.


September 2018

26 September | How to Access Free Money to Grow your Business ? Informed Funding workshop | London

When: Wednesday, 26 September, 2018

Time: 13:00 - 17:30

Where: The Leather Market, "The Tannery" Meeting Room, Weston Street, London, SE1 3ER

Cost: FREE for EFM Guests

In this Informed Funding workshop, you’ll be able to discuss with experts and other business owners how to access free financing and other resources.

Sign up to one of two Workshops at The Leather Market on September 26 from 1.:00pm to 3.00pm or from 3:30pm to 5:30pm.

Too often busy owners of growing businesses don’t realise that help is out there, and often it’s being given away for free. There are plenty of ways you can inject value into your company without having to relinquish equity.

The Informed Funding workshop will give you the opportunity to consult experts, discuss with other business owners and explore new avenues for finance or support that you’d otherwise pay for.

For example, local authorities, universities and the government have lots of schemes to help SMEs grow. There are tax and R&D credits your business can benefit from; local enterprise grants often supply free office space and logistical support; while universities like Brunel hold engineering workshops for commercial enterprises. We’ll be taking a look at the below and more:

  • Innovation grants
  • R&D tax credits
  • Local enterprise grants and partnerships
  • Mentorship programmes (and finding Non-Exec Directors)
  • Tax relief
  • Crowdfunding opportunities


It’s important to remember that often these schemes have strict eligibility requirements. It’s vital to ensure your business has the right legal and financial setup to take advantage of these opportunities.

Experts Participating in Workshops

The workshop will be facilitated by experienced experts covering strategy, finance and legal matters.

Jonathan Cardle, Business Development Manager from Ayming – with over 30 years’ international experience of R&D tax and innovation funding schemes, Ayming is Europe’s largest R&D funding specialist. The dedicated UK R&D tax team analyses in excess of 16,000 global R&D projects to maximise their R&D tax claims each year across multiple sectors including: IT, construction, engineering and manufacturing.

Ryan Smith from West London Business – WLB is a business-led non-profit established in 1994 with a board including blue-chip firms such as PwC and Heathrow, as well as Fullers, IBB Solicitors, micro enterprises and leading education institutions. Member services range from business introductions to marketing/ PR and general advice on business operations, as well as the local economic and political environment in north-west London.

Gary Jesson from EFM – EFM is a nationwide team of Finance Directors and Business Advisors.

Edward Simpson from The Legal Director – The Legal Director are specialist in-house lawyers providing part-time legal directors for businesses across the UK.

Jason Mountjoy from Clarity Wealth Managers – Independent financial advisers

Please register your interest in attending. Priority will be given to business owners or those part of a senior leadership team.


Click here to register for this event

October 2018

9 October | Exit Planning and Growth Strategy – Informed Funding Workshop at Plexal | London

When: Tuesday, 9 October, 2018

Time: 11:00-17:00

Where: Plexal, 14 East Bay Lane, The Press Centre,Here East, Queen Elizabeth Olympic Park, Stratford, London, E152GW

Cost: FREE for EFM Guests

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.

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.

In fact, your business’s exit strategy should be an integral part of its growth strategy. And if your intention is to get a 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.

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

  • Who are the potential buyers? Are you considering a management buyout or an IPO? Or are you anticipating interest from a competitor or a financial institution?
  • How do you value your business? What would make them pay more rather than less? Have you developed an appropriate sales strategy and are you offering the best product to the buyer?
  • 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? Are you going to use a broker or an M&A advisory firm?
  • What’s the best process of selling your business? Have you done the appropriate due diligence? Is the right time and are market conditions favourable? And 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).

We’re pleased to welcome Peter Gray from Cavendish Corporate Finance to help deliver this workshop. 

Peter is one of the firms’ longest standing partners. He has a wealth of experience in company sales, having advised on the sale of over 80 companies including household names such as Avent Baby Products, Antler Luggage and Marsh and Parsons.

He is a frequent lecturer and author on the subject of mergers and acquisitions and recently published a book entitled “Maximising Value at Exit – The Definitive Guide to Selling Your Business”.  After completing an MBA in Finance, Peter joined Cavendish in 1994 and was appointed a director in 1997. Prior to joining Cavendish, Peter worked in the corporate finance department at Clifford Chance, the leading international law firm.

The workshop will be facilitated by experienced experts covering strategy, finance and legal matters:


EFM – Finance experts

The Legal Director – Legal experts

Clarity Wealth Management – Financial advisers

Click here to register for this event
3 October | Funding your Business – Debt vs Equity | London

When: Wednesday, 3 October, 2018

Time: Meet Up commencing 12:00pm, finishing 13:30pm | Meet Up commencing 17:00pm, finishing 18:30pm.

Where: Plexal, 14 East Bay Lane, The Press Centre, Here East, Queen Elizabeth Olympic Park, Stratford, London, E15 2GW

Cost: FREE

Funding your Business – Debt vs Equity

Managing cashflow is the number one challenge for the majority of business owners, particularly in early stage and growing businesses. Finding the right mix of funding is dictated by a host of different factors, tactical and strategic, long term vs short term requirement and whether it is supporting working capital or investment in growth, people, marketing and assets.

Throughout the Meet-up we’ll be looking at:

  • How to raise funds for your business.
  • The type of funding suitable for your business needs.
  • Understanding the difference between the various forms of debt and equity funding.
  • The advantages and disadvantages of debt financing and equity financing.
  • Taking you through the pitfalls to avoid when it comes to debt and equity.
  • Legal aspects of debt and equity.

This structured Meet-up 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.

Meet-up Advisors:

Gary Jesson – CEO of EFM Financial Management, a finance professional with over 40 years of experience through working with companies like Ernst & Young and has supported over 50 SME’s by helping them to grow and save money since starting EFM.

Click here to register for this event

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