SETsquared Workshop: Monitoring, Mentoring & Planning for Investment
This event is aimed at tech entrepreneurs at SETsquared looking for an introduction or enhanced understanding of:
(a) Monitoring and Mentoring financial performance;
(b) Planning for an exit or third party investment.
The objective is for the audience to go away with a better understanding of how they can keep on top of monitoring financial performance and prepare their business for requirements an investor will have when considering their investment decision, both in terms of maintaining adequate management information and tax planning.
The workshop will be hosted by Daniel Bond (Director, Transaction Services,BDO LLP) and Tony Moorby (Director, Tax, BDO LLP). The event will be split into two sessions over 2 hours. There will be opportunity to ask questions during and after the presentations.
Part 1: Monitoring & Mentoring:
1.The role of the mentor
2.What limits growth
3.Understanding your present state
4.Building a clear vision
5.Agreeing the next steps
7.BDODrive – helping clients succeed
Part 2: Planning for Exit, Realising your Investment:
In this session we will discuss…
1. Different types of sales process
2. Key drivers of value on exit
3. Mentoring for exit
4. Exit red flags
#wegrowthhub #startup #finance
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When & Where
The Bristol SETsquared Centre
The SETsquared Business Acceleration Centre at The University of Bristol, helping hi-tech, hi-growth start-up companies.