Simon Speak, Director, AFR Consulting Monday, 24 September 2012 1
John Daly, RSM Tenon Monday, 24 September 2012 2
What our clients say… “We are extremely pleased with RSM Tenon’s pragmatic and commercial approach and delighted with the deal that they were able to put together for us”. Director – Financial Services “RSM Tenon really helped me to make my business more attractive to potential buyers and demonstrated exceptional sales and marketing skills in negotiating the best terms on exit”. Managing Director – Leisure “I was very impressed with RSM Tenon’s ability to both negotiate a deal that made sense to us and also to make it happen, which isn’t as easy as it first seems”. Managing Director – Manufacturing “The RSM Tenon guys took a long term view and were really creative in structuring our deal – they really know what they are doing”. Managing Director – Chemicals Monday, 24 September 2012 3
Grooming your business for maximum value John Daly Wednesday 12 September Monday, 24 September 2012 4
Ten Top Tips for Value Maximisation Monday, 24 September 2012 5
Ten Top Tips 1. Easy for the buyer to buy 2. Tidy up legals and finances 3. Be aware of MBO’s 4. Sustainable growth trend 5. Yosho test 6. Optimise working capital 7. Reduce customer reliance 8. Take care if approached 9. Recognise when to sell 10. Flex the variables Monday, 24 September 2012 6
Flex the variables Multiple Marketing Grooming Great Business Monday, 24 September 2012 7
Ten Top Tips 1. Easy for the buyer to buy 2. Tidy up legals and finances 3. Be aware of MBO’s 4. Sustainable growth trend 5. Yosho test 6. Optimise working capital 7. Reduce customer reliance 8. Take care if approached 9. Recognise when to sell 10. Flex the variables Monday, 24 September 2012 8
Questions ? Monday, 24 September 2012 9
Thank You! Monday, 24 September 2012 10
Jo Fulton, Datel Monday, 24 September 2012 11
Jo Fulton Sales & Marketing Director Getting The Most Out of Your MIS System management systems for growing businesses jo.fulton@datelgroup.com Monday, 24 September 2012 12
What’s an MIS for? To give you information that you will act on To give you control so as to avoid surprises To help make you more money To take care of the boring stuff like legislative processes management systems for growing businesses jo.fulton@datelgroup.com Monday, 24 September 2012 13
Getting the basics right management systems for growing businesses jo.fulton@datelgroup.com Monday, 24 September 2012 14
Apples and pears management systems for growing businesses jo.fulton@datelgroup.com Monday, 24 September 2012 15
User Adoption management systems for growing businesses jo.fulton@datelgroup.com Monday, 24 September 2012 16
Don’t under invest Match investment with your business plan Eliminate admin personnel overhead Don’t over invest either management systems for growing businesses jo.fulton@datelgroup.com Monday, 24 September 2012 17
Make sure you’re all joined up management systems for growing businesses jo.fulton@datelgroup.com Monday, 24 September 2012 18
The bonuses management systems for growing businesses jo.fulton@datelgroup.com Monday, 24 September 2012 19
Forecasting and planning management systems for growing businesses jo.fulton@datelgroup.com Monday, 24 September 2012 20
Forecasting management systems for growing businesses jo.fulton@datelgroup.com Monday, 24 September 2012 21
Rationalisation and peripheral processes Look for the black holes of profit and time Simplify and accommodate in MIS Be prepared to let your system tell you about unprofitable areas and act on this management systems for growing businesses jo.fulton@datelgroup.com Monday, 24 September 2012 22
Agility management systems for growing businesses jo.fulton@datelgroup.com Monday, 24 September 2012 23
Jo Fulton Sales & Marketing Director Getting The Most Out of Your MIS System management systems for growing businesses jo.fulton@datelgroup.com Monday, 24 September 2012 24
Monday, 24 September 2012 25
WORKSHOPS Monday, 24 September 2012 26
Topic A: Funding growth through Bank finance in the current climate? • What problems arise within cash flow during expansion? • What bank products are available to help with these problems? • What are the advantages & disadvantages with the above products? • What restrictions exist in obtaining these products in the current climate? Monday, 24 September 2012 27
Topic B: Are you getting the most out of your corporate structure; and does it complement shareholder objectives? Corporate structure impacts on many different aspects of business life ranging from the de-risking of assets, remuneration strategies through to capital realisation There are a variety of different corporate structures that can be adopted. In addition, the rise in Limited Liability Partnerships demonstrates that there is an alternative to the traditional Limited Liability Company. More and more businesses are exploring possible hybrid structures for maximum benefit. Monday, 24 September 2012 28
Topic B: Are you getting the most out of your corporate structure; and does it complement shareholder objectives? 1. Detail the current or most recent corporate structure and the reasons for that structure 2. Where there are different business streams within your structure, do you feel strongly about keeping them together or in separate corporate entities? Discuss how this can be achieved and the reasons for this? 3. In a difficult economic climate it is important to ring-fence the valuable assets within your corporate structure away from the risk of day to day business and market conditions? Discuss how this can be done? 4. Does your / recent corporate structure actively influence your approach to effective remuneration strategies? 5. Do you know what the shareholder objectives are and whether your existing corporate structure helps or hinders the achievement of those objectives? 6. How likely is it that your business activities will change over the next three to five years; and will your existing corporate structure be flexible enough to accommodate those changes? If yes, how? If not, what are the alternatives? Monday, 24 September 2012 29
Topic C: The role of the Finance Director in planning IT Strategy • How do the future plans of the business influence what factors the FD should consider when planning IT strategy? • Discuss the role of the Finance Department in getting the most out of MIS • Invest in IT infrastructure - or outsource? What factors need to be considered? Monday, 24 September 2012 30
Thank you! Monday, 24 September 2012 31
Be in the know! “A most enjoyable, informative and relevant event. The discussion sessions are a great way to meet other Finance Directors and share experiences” Merseyside & Cheshire Event Wednesday 12th September, 2012 Over 200 Finance professionals now attend the Held at Birchwood Golf Club, Warrington, WA3 7PB quarterly events across the North West . The NW FD Network is rapidly becoming one of the largest accountancy and finance networking groups in the area 08:00 - 08:30 Networking & Refreshments and welcomes Finance Directors and Senior Financial 08:30 - 08:35 Welcome & Introduction Controllers looking to continue their personal development through: 08:35 - 09:00 Grooming Your Business For Sale: John Daly, Managing Director Corporate Finance, RSM Tenon. • Observing keynote speakers Getting The Most From Your Management • Expanding personal networks 09:00 - 09:20 Information Systems: Jo Fulton, Sales & • Exchanging knowledge & ideas with peers Marketing Director, Datel. • Receiving technical updates 09:20 - 09:45 Workshops Our September event will focus on: Grooming Your 09:45 - 10:00 Feedback & Close Business For Sale, and; Getting The Most From Your Management Information Systems To attend our quarterly event please email nwfdnetwork@afrconsulting.co.uk 32 Monday, 24 September 2012 32
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