Financial Consultancy and Finance Courses
Phil Green has been a Director of the MDHUB for 16 years and during that time he has advised over 200 businesses and spent thousands of hours in detailed discussions with entrepreneurial MDs, mentoring and supporting them with strategic and financial planning; leadership; raising finance; buying and selling companies and negotiating and implementing strategic commercial arrangements. Here’s what one of our members had to say about working with Phil.
"In 2012 my business was expanding rapidly and I wanted to add a new level of senior input into my executive team. We also needed to boost the structure and resources within our finance team. I asked Phil to join as a strategic consultant with the aim of building up our finance operations and providing strategic commercial guidance. This worked extremely well, and Phil quickly helped us to recruit into the finance team as well as adding additional oversight and structure to our management accounting.
Phil quickly became a valuable member of my team as we navigated our growth trajectory. He is extremely personable and a great listener, but he will always challenge assumptions when warranted.
I have recommended Phil to other entrepreneurs many times and would not hesitate to do so again."
A selection of Finance courses:
- Raising Finance
An opportunity to review the range of finance available to businesses and the benefits and consequences of using the different options. The programme covers:
- Sources – FFF (Family, friends and fools) to VCs
- Types of finance – Grants to Equity raise
- Costs and commitments including loan covenants and security.
- Selling, Merging or Acquiring
An opportunity to understand the preparations and process needed for any “M&A” activity. The programme covers:
- Preparation for you and your business
- Valuation and negotiation
- The practical steps including Heads of Agreement, Due Diligence and Sale
- A broad understanding of warranties and indemnities
Phil Green was the financial advisor on our recent acquisition and did a superb job. His understanding of all aspects was exceptional; he was assured at all points in his dealings with the lawyers and the Finance Director of the acquiring company and his experience ensured that things ran really smoothly. We kept our sanity and a consistent bargaining position throughout because of Phil; he is someone you want on your side throughout all of your business dealings. Christina Grzasko, Leap UK
- A Gentle Introduction to Finance
Understanding basic Finance is one of the key roles an MD, Director or Senior Manager require. Your Board Directors may have been promoted for their talents but not had basic training in understanding the numbers or you may be running a business with little or no financial experience. This is surprisingly common so the MDHUB have developed this programme to demystify the financial side of your business so that you can feel more in control of the numbers and better able to interpret what they mean. The programme covers:
- How to read a set of accounts.
- Working with cost and budget.
- Financial forecasting.
- Managing cashflow.
Consisting of two half days, this programme can be run on or off-site.
“Cash is King” – managing cashflow is vital for your business, many businesses run successfully and permanently on the edge of their cashflow, others can’t manage their cash accurately enough. Either way it is a drain on energy and effort in your business. The programme covers:
- Cashflow reporting
- Flash cash reports
- Running the red line
- Credit terms
- Handling late payers
- Structuring business in a cash effective manner