Scaling To Succession

The Scaling to Succession programme, combines teaching and peer-to-peer coaching to maximise company value, attract buyers and create founder freedom through managed succession.

Course curriculum

1. STEP 1: Complete the Onboarding Survey
2. Why & When to Plan for Sale - An Introduction for Business Owners at the Start of their Exit Planning Journey
3. STEP 2: Download the Programme Workbook
1. Objectives Lesson Overview
2. 1.1 - Life Goals
3. 1.2 - Managing Succession & Your Role
4. 1.3 - Sale Drivers & Legacy
5. 1.4 - How Much Is Enough
6. 1.5 - Defining Your Options For Exit
7. 1.6 - Actions & Resources
1. Value Lesson Overview
2. 2.1 - Valuation Methods
3. 2.2 - Profit & Multiples
4. 2.3 - Identifying Valuation Multiples
5. 2.4 - Enterprise to Equity Value
6. 2.5 - What is a Locked Box?
7. 2.6 - Deal Structures
8. 2.7 - Actions & Resources
1. Enhance Lesson Overview
2. 3.1 - The Boring Basics
3. 3.2 - The Financials
4. 3.3 - Revenue Segmentation
5. 3.4 - Operations & Commercials
6. 3.5 - Strategic Value Drivers
7. 3.6 - The Sales Cycle
8. 3.7 - Developing the Leadership Team
9. 3.8 - The Growth Strategy
10. 3.9 Actions & Resources
1. Fund Lesson Overview
2. 4.1 - Funding Considerations
3. 4.2 - The Funding Ecosystem
4. 4.3 - The Funding Fit
5. 4.4 - Funder Identification
6. 4.5 - Presenting the Business
7. 4.6 - Funding Terminology
8. 4.7 - Private Equity Deal Structure
9. 4.8 - Venture Capital Deal Structure
10. 4.9 Actions & Resources
1. Engage Lesson Overview
2. 5.1 - The Five Step Process
3. 5.2 - The 5 Step Process: 1. Research
4. 5.3 - The 5 Step Process: 2. Identify
5. 5.4 - The 5 Step Process: 3. Attract
6. 5.5 - The 5 Step Process: 3a. Approach
7. 5.6 - The 5 Step Process: 4. Meet & Build
8. 5.7 - The 5 Step Process: 5. Diligence
9. 5.8 - Actions & Resources
1. Network Lesson Overview
2. 6.1 - Building a Network for Sale
3. 6.2 - Advisor Fit & Incentivisation
4. 6.3 - The Evolution of Boards
5. 6.4 - Building Advisory Boards
6. 6.5 - Identifying Board Advisors
7. 6.6 - Building Governance
8. 6.7 - High Performing Boards
9. 6.8 - Managing Board Meetings
10. 6.9 - Actions & Resources
1. Post Programme Survey
2. Reflection Guide
1. Exit Stories: Giles Harridge
2. Exit Stories: Mike Hamilton
3. Exit Stories: Pete Skipworth
4. Exit Stories: Alison Schmid
5. Exit Stories: Clare Roberts
6. Exit Stories: Gareth Mobley
7. Exit Stories: Steven Granite
8. Exit Stories: Guy Remond
9. Exit Stories: Steve Hughes
10. Exit Stories: Howard Simms
11. Exit Stories - Graeme Lawrence
1. Wealth Planning with Jonnie Whittle
2. Employee Ownership Trusts with Chris Maslin
3. Leadership Development Coaching & Succession with Lesley Calland
4. Tax & Employee Incentive Schemes with John McCaffery
5. Building a Personal Brand with Sophie Milliken Moja
6. Demystifying Debt Funding for growth, acquisition and de-risk with Craig Cheetham
7. Best practice guidance for commercial contracts with Tom Prince
8. Building Acquisition Pipeline - Outsourcing Deal Origination with Rob Chapman
9. Employee engagement Surveys with Stribe Founder Kieran Innes
10. Workplace Sexual Harassment Legislation Update with CG Professional
1. Investor & Funder Interview: Waterland Ryan Hallworth
2. Investor & Funder Interview: Seneca Matt Currie
3. Investor & Funder Interview: Key Capital Matt Tice
4. Investor & Funder Interview: Praetura Pete Carway
5. Investment and Funder Interview: Puma PE Mark Lyons
6. Investor & Funder Interviews: Beechtree PE Adam Rudd
7. Investor & Funder Interview: Manchester Angels David Levine
8. Investor & Funder Interview: Thincats Michelle Heptinstall
9. Investor & Funder Interview: Horizon Capital Tom Maizels

About this course

Free
89 lessons
36.5 hours of video content

Scaling To Succession

Course curriculum

Introduction

1. Objectives

2. Valuation

3. Enhance

4. Fund

5. Engage

6. Network

Programme Completion

Exit Stories

Masterclasses

Investor & Funder Interviews

About this course