5 workshops to choose from.

Introducing a series of immersive and
impactful business leadership workshops designed for medium-sized businesses with a board or senior leadership team. These sessions transform how business leaders approach growth, transitions, and value creation.

1.

How to prepare your business for sale to maximise its true value, and then sell it!

As business leaders, it’s critical to recognise that the true value of your company is not determined solely by internal metrics.

Too often, business owners fall into the trap of evaluating their company’s worth from within, without fully considering how a potential buyer views it.

Understanding the buyer’s perspective is key to unlocking your business’s full potential and successfully realising that value when it’s time to sell. This is where Graham’s expertise becomes invaluable.

Graham offers a comprehensive approach that empowers you with the knowledge and strategies
to enhance your business’s worth. In this workshop, Graham will guide you through the intricacies of business valuation, revealing the key drivers that can significantly boost your company’s appeal to buyers. His insights will help you increase your business’s value as well as position it for long-term success.
You will delve into strategic growth planning, whether your goal is expansion, increased profitability, or both. Additionally, you’ll learn how to build a robust succession plan, ensuring a smooth transition when you decide to step away. Graham will also provide a deep understanding of the sales process itself—how to protect and enhance value, prepare professionally for the sale, and ensure a smooth, successful transaction.
By the end of this workshop, you’ll have a clear grasp of how your business is valued and the steps you need to take to maximise that value. You’ll be well-prepared for the transaction process, equipped with a clear, actionable plan to navigate the complexities of selling your business successfully.
This is not just about selling a business; it’s about securing the legacy you’ve built, ensuring that the transition is as profitable and seamless as possible. Mastering these principles is essential for any business owner looking to maximise their business’s potential and achieve the best possible outcome in the sales process.
- Understand how a business is valued
- Recognise the key drivers of value
- Improve the quality of your business
- Improve your succession plan
- Professionally prepare your business
  for sale/your departure
- Develop a strategic plan for growth
- Understand the sales process
- Recognise the key areas of risk and how to avoid them
- Maintain the running of your business whilst successfully selling it
- Prepare your company and all its stakeholders for a new owner
- Evaluate the Culture of your business
- Find a buyer for your business
- Professionally prepare your business for sale/your departure
- Prepare for post-sale
- You want to grow your business
- You want to improve the value of
  your business
- You have been approached to see
  if you are interested in selling your business
- Preparing your business for
  upcoming opportunities
- Planning to sell your business in
  2-3 years
- Planning for any type of owner transition/exit
- Preparing a business for sale
- In the process of selling the business
- In the process of acquiring a business
- Integrating a recently acquired business
- Early growth (ie approx. 0-3 years)
- Optimisation (i.e. established business seeking improvements to operations)
- Expansion (i.e. established business
  seeking growth)
- Transition (i.e. established business experiencing a significant transition event such as an acquisition)
‘Game Ready’ Assessment Tool
Prepare your business for its next stage.
Free Business Valuation
Offered post-event upon request.
A copy of Graham’s Book “How to engineer a $30M exit”. Gain valuable insights from a leading expert.
Culture checklist
Culture health check of your business.
Presentation Slides
A comprehensive guide to revisit key takeaways.
3hrs

2.

It’s all in the preparation!
How to prepare
a business for sale using real business cases.

As leaders, there is a responsibility to ensure that when it comes time to sell the business, it’s done so with confidence and clarity.

The sale of a business is one of the most significant transactions a business owner will face, and the difference between a successful sale and a missed opportunity, often lies
in the preparation.

Graham’s workshop, “It’s All in the Preparation,” is designed to equip you with the knowledge and strategies needed to make your business truly "Game Ready" before entering any transaction. This isn’t just about learning concepts; it’s about applying them in real-time. During the workshop, Graham will guide us through the evaluation of three actual businesses from within your group. This hands-on approach ensures that the learning is practical, relevant, and immediately applicable to your own business.
What makes this workshop stand out is its focus on understanding your business through the eyes of a potential buyer. Graham will help you uncover the often-overlooked areas that are crucial to maximising your business’s value—whether it’s in sales and marketing, operations, people and culture, financials, or your industry standing. These insights will empower you to strengthen your business in the areas that matter most to buyers.
By the end of this workshop, you won’t just understand what it means to prepare your business for sale—you’ll have a clear, actionable plan to make your business more attractive to the right buyers, ensuring that when the time comes, you’re fully prepared to achieve the best possible outcome.
This is about securing the legacy you've built and ensuring a smooth, successful transition.

Preparation is everything. With Graham’s guidance, you’ll gain the tools and insights necessary to navigate the complexities of the sales process and emerge with the confidence that your "Game Ready."
Through the power of workshopping live businesses, learn how to think through the steps and create a methodology for preparing your business to be ready to either buy, sell, merge, acquire, get funding or simply be ready for the ‘knocked over by a bus’ scenario!
- You want to grow your business
- You want to improve the value of your business
- You have been approached to see if you are interested in selling your business
- Preparing your business for upcoming opportunities
- Planning to sell your business in
  2-3 years
- Planning for any type of owner transition/exit
- Preparing a business for sale
- In the process of selling the business
- In the process of acquiring a business
- Integrating a recently acquired business
- Early growth (ie approx. 0-3 years)
- Optimisation (ie established business seeking improvements to operations)
- Expansion (ie established business seeking growth)
- Transition (ie established business experiencing a significant transition event such as an acquisition)
- ‘Game Ready’ Assessment Tool
  Prepare your business for its next stage.
- Free Business Valuation
  Offered post-event upon request.
- A copy of Graham’s Book “How to engineer a $30M exit”. Gain valuable insights from a leading expert.
- Culture checklist
  Culture health check of your business.
- Presentation Slides
  A comprehensive guide to revisit key takeaways.
- Output from breakouts
3hrs

3.

How to create and execute a successful acquisition rollup strategy.

As business leaders, it’s essential to recognise the power of strategic growth, especially when organic expansion alone may not be enough to achieve our goals. Rollup acquisitions offer a unique opportunity to fast-track value creation, diversify offerings, enhance market share, and reduce operational costs.
However, this strategy can be daunting, often surrounded by misconceptions and tales of failed attempts.

The key to success lies in understanding not just the benefits, but also the challenges that come
with integrating multiple businesses into a cohesive whole. These challenges range from employee engagement and stakeholder management to operational integration and financial alignment,
can all be navigated successfully with the right strategies in place.
Graham’s workshop is designed to provide you with the tools and insights needed to turn these challenges into opportunities. Through his guidance, you’ll learn how to craft an acquisition strategy that not only mitigates risks but also amplifies the benefits. You’ll explore how to achieve cost reductions, improve margins, leverage cross-selling opportunities, and unlock synergies that can propel your business forward. This isn’t just about learning the mechanics of rollup acquisitions; it’s about mastering the art of making them truly successful.
By the end of this workshop, you will have a solid understanding of the rollup acquisition process, be able to identify the key areas to focus on and know how to avoid common pitfalls. Most importantly, you’ll be equipped to differentiate between simply executing acquisitions and making them a strategic driver of growth and value for your business.
With the knowledge you will gain in this workshop, you will be ready to confidently pursue rollup acquisitions as a means to scale your business, enhance its sustainability, and secure future success.
- Understand the acquisition process
- Recognise the key areas of risk and how to avoid them
- Prepare your company for a new business
- Evaluate the culture of your business and that of a business that you are acquiring
- Critical areas of due diligence
- How to find a potential acquisition
- Importance of a business case
- Preparing for a new market entry
- Preparing for market expansion
- Considering product / service diversification
- Growing the business
- Improving the value of the business
- Considering acquiring a business
- In the process of acquiring a business
- Integrating a recently acquired business
- Early growth (ie approx.. 0-3 years)
- Optimisation (ie established business seeking improvements to operations)
- Expansion (ie established business seeking growth)
- Transition (ie established business experiencing a significant transition event such as an acquisition)
- ‘Game Ready’ Assessment Tool
  Prepare your business for its next stage.
- Free Business Valuation
  Offered post-event upon request.
- A copy of Graham’s Book “How to engineer a $30M exit”. Gain valuable insights from a leading expert.
- Culture checklist
  Culture health check of your business.
- Presentation Slides
  A comprehensive guide to revisit key takeaways.
- Output from breakouts
3hrs

4.

M&A live interaction panel
and debate sessions.

In these interactive sessions, you'll engage in a dynamic, 75-minute discussion where Graham will lead a panel of top-tier experts through the most pressing M&A topics today. The discussion is inclusive, ensuring that the collective experience in the room enriches your understanding.

Join Graham for an exclusive, high-impact panel or debate session designed specifically for business leaders committed to mastering the complexities of M&A.
There are several topics that can headline each panel discussion, and you have the flexibility to choose any M&A subject you wish. Your M&A topic will then be tailored entirely to the specific needs and interests of your group.

Some example formats and topics include (but are not limited to):
- 'The key drivers of value in preparing a business for sale' Panel format
- 'Roll-up acquisitions: Do they add or destroy value?' Debate format
- 'Why do over 50% of business sale transactions fall through?' Panel format
  After a brief break, the discussion continues with a further 75-minute open Q&A session, giving you direct access to the experts and a chance to get your specific questions answered in an all-inclusive discussion. If you are attending an afternoon session, there's an opportunity to extend the conversation over drinks, fostering deeper networking and idea exchange. This is more than just a panel discussion, it's a chance to engage in a debate-style session that challenges conventional wisdom and equips you with the knowledge that could shape the future of your business.
Don’t miss this opportunity to learn from subject matter experts, exchange ideas with your peers, and gain a clear understanding of how to navigate the M&A landscape.
- Understand how a business is valued
- Recognise the key drivers of value
- Improve the quality of your business
- Improve your succession plan
- Professionally prepare your business
  for sale/your departure
- Develop a strategic plan for growth
- Understand the sales process
- Recognise the key areas of risk and how to avoid them
- Maintain the running of your business whilst successfully selling it
- Prepare your company and all its stakeholders for a new owner
- Evaluate the Culture of your business
- Find a buyer for your business
- Professionally prepare your business for sale/your departure
- Prepare for post-sale
- Preparing for a new market entry
- Preparing for market expansion
- Considering product / service diversification
- Growing the business
- Improving the value of the business
- Considering acquiring a business
- In the process of acquiring a business
- Integrating a recently acquired business
- ‘Game Ready’ Assessment Tool
  Prepare your business for its next stage.
- Free Business Valuation
  Offered post-event upon request.
- AcCopy of Graham’s Book “How to engineer a $30M exit”. Gain valuable insights from a leading expert.
- Culture checklist
  Culture health check of your business.
- Presentation Slides
  A comprehensive guide to revisit key takeaways.
- Output from breakouts
3hrs

5.

Fuelling growth: Real stories, real valuations, real funding insights

Through real-life case studies, participants will gain practical insights into building business value pre-sale, executing profitable exits, leveraging management buyouts, and overcoming external challenges. By also understanding current market trends and insights, participants will learn how to apply proven strategies to their own businesses.

Part One: Tailored for business leaders, this session delivers actionable insights to drive strategic growth through mergers, acquisitions, and funding strategies. By analysing real-world case studies, participants will uncover:
- Building business value pre-sale
  Preparing for a profitable exit.
- Management buyouts with purpose Transitioning ownership to employees while refining business strategies.
- Navigating external complexities
  Addressing challenges when external factors impact a transaction.
- Driving exponential growth
  Using strategic acquisitions to increase value and execute a well-planned exit.
Through interactive discussions, live examples, and custom frameworks, participants will leave with tools and strategies to unlock synergies and position their businesses for long-term success.
Part Two: Delve into current market insights with discussions on:
- Dealmaking statistics & trends
  Analysing M&A and economic landscapes.
- Industry valuation metrics
  Approaches to valuing a business.
- Funding options for growth
  Exploring diverse opportunities to fuel strategic growth.
By the end, participants will gain a comprehensive understanding of strategies necessary to drive growth, maximise value, and navigate M&A complexities confidently.
- Understand how a business is valued
- Recognise the key drivers of value
- Improve the quality of your business
- Improve your succession plan
- Professionally prepare your business
  for sale/your departure
- Develop a strategic plan for growth
- Understand the sales process
- Recognise the key areas of risk and how to avoid them
- Maintain the running of your business whilst successfully selling it
- Prepare your company and all its stakeholders for a new owner
- Evaluate the Culture of your business
- Find a buyer for your business
- Professionally prepare your business for sale/your departure
- Prepare for post-sale
- Preparing for a new market entry
- Preparing for market expansion
- Considering product / service diversification
- Growing the business
- Improving the value of the business
- Considering acquiring a business
- In the process of acquiring a business
- Integrating a recently acquired business
- Early Growth: (0–3 years)
- Optimisation: Established businesses seeking operational improvements.
- Expansion: Businesses pursuing
  growth strategies.
- Transition: Companies undergoing significant events, such as acquisitions
- ‘Game Ready’ Assessment Tool
  Prepare your business for its next stage.
- Free Business Valuation
  Offered post-event upon request.
- A copy of Graham’s Book “How to engineer a $30M exit”. Gain valuable insights from a leading expert.
- Presentation Slides
  A comprehensive guide to revisit key takeaways.
3hrs

For more information on pricing or process, please contact us here.

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