Scope: will focus on scaling while maintaining founder vision and control. It will explore how to grow the company without losing its mission, culture, or strategic direction, and how to manage the organizational and operational constraints that come with growth.

16:00 Welcome and presentation of the Workshop, speakers, and attendees – Lídia Briquets EPIC
16:10 Presentation and discussion by Chris Yates and Mike Powell
16:50 Q&A from participants
17:00 Closing remarks and information about the next session

We recommend attending all sessions in the series to get the most out of this workshop. The order of the sessions may vary based on needs identified following each session.

2) Building the right management team – Defining management roles, succession planning. Governance, independent advisors, strategic guidance and preparing for future growth
3) Risk and operational excellence – Business processes, quality systems, risk management, and operational discipline to support sustainable scaling.
4) Financial management for scaling SME’s – Cash flow, financial reporting, KPIs, forecasting and the financial discipline expected by investors and lenders.
5) Protecting and leveraging intellectual property (IP) – IP strategy, patents, trade secrets, licensing and freedom-to-operate as long-term value drivers.
6) Preparing your company for investment – Understanding investor expectations, due diligence, company valuation and investment preparation.
7) Strategic partnerships, MCA and exit planning / When to exit? – Finding industrial partners, preparing for acquisitions, mergers, management buy-outs or succession.
8) Go-to market strategy – Market entry points, strategy behind, how to focus on a market, growth strategy.