What can you achieve?
Understand your investment options
Consider different types of investment.
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Understand why investors invest.
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Understand who might invest.
Result:
Identifying suitable investors who will be interested in your business.
Prepare for investment
Ensuring that your business is ready to attract investment.
Result:
A checklist to ensure your business in investor-ready.
Due dilligence and business compliance
Understand the concept of due diligence.
Ensure that you don't lose business value through lack of compliance.
Result:
Due dilligence compliance checklist.
Target Investors
Understand how to identify potential investors.
Result:
A list of potential investors.
An investment prospectus
Understand how to pitch your business for sale or investment.
Result:
An investment prospectus from a questionnaire-based template.
Prepare your pitch deck
Make your business as attractive as possible to potential investors.
Result:
An investment pitch deck from a questionnaire-based template.

Giles Hutchings
Partner PKF Francis Clarke
"It is refreshing to work with somedody like David who has a clear picture of the goals that he wants to achieve but has the marketing and sales skills to achieve them.
David is an excellent communicator and strong leader and in all the time we have worked together it has been great fun whilst the job has always got done!!!"

Robert Seymour
Director Seymour Walker Associates
"David was responsible for the reformulation of the company's business model and was then responsible for seeing through its reorganisation to deliver shareholder value. He is a committed and diligent manager. I valued working with him."

Ewan McClymont
Head of Responsible Business Bishop Fleming LLP
"I have known David for several years and greatly admire his leadership and management skills. He is an asset to any organisation and provides clear thinking and strategic foresight to the business planning process."
5 sessions incorporating 3 steps: Discover – Apply – Review








