Navigating Success for Owner Managed Businesses 

Whether you're a seasoned business owner or just embarking on your entrepreneurial journey, navigating the complexities of running a business requires a strategic approach and continuous learning. 

Over the course of this series, we'll delve into key topics such as cashflow planning, outsourced finance, and digital and AI. Each webinar is designed to provide actionable takeaways, allowing you to enhance the efficiency and sustainability of your business, and aiding continued growth. 

Outsourced Finance 

For your business to succeed, you need an effective and efficient finance function to provide you with accurate and timely information to base your business decisions on and help you stay on top of the day to day. 

Maybe you’re struggling to recruit a Finance Manager or Controller that fits the bill, or you’re having trouble filling a temporary position. You might have recently experienced a boost in your business growth and your existing finance team requires support. Perhaps you've recently opened a new location or taken on a new project, and need support that can flex and scale as the business develops.

Join us to hear about the services our outsourced finance team provide from setting up accounting systems, to providing a fully outsourced finance function, to reporting to the Board, and everything in-between. By outsourcing your finance function you can free up your time so you can spend it growing your business. 

SpeakerRaemond Jappy, Business Advisory Partner,


Cashflow planning and managing debt 

Continued high costs, supply challenges and discretionary spending pressures, alongside growth opportunities, all have the potential to impact cash flow and influence overall funding requirements of a business. It’s important therefore that management teams have access to robust and timely management information and financial forecasting tools which can support them in monitoring performance regularly, setting and implementing their business strategy and identifying potential future funding requirements. 

In this webinar we will discuss: 

  • Overview of the UK debt market 
  • Overview of funding solutions available in the market 
  • Preparing for discussions with Lenders 
  • Typical ongoing Lender requirements 
  • Short Term Liquidity Solutions

SpeakerAlan Hamilton, Corporate Finance Partner


AI & Digital

In an era where technology continually reshapes the business landscape, staying ahead means embracing innovative solutions.

In this webinar, we will explore: 

  • Digital Tools for Business Growth: Discover how the latest digital solutions can streamline your operations, enhance customer engagement, and drive business growth. 
  • AI for Business Efficiency: Learn how AI technologies can automate routine tasks, provide insightful analytics, and support decision-making processes in your business. 
  • Practical Applications: Understand through real-life examples how businesses are implementing these technologies for improved efficiency and profitability. 
  • Future-Proofing Your Business: Gain insights on how to stay competitive and relevant in a rapidly changing digital landscape.

SpeakerEwan Bolt, Digital Advisory Director