Course Details

Industry accountants are now expected to do far more than report results. When a business plans an acquisition, raises funding, brings in investors or prepares for sale, the finance leader is at the centre of the deal, and the quality of their preparation can swing value significantly. A wave of owner succession, an active SME M&A market and shifting financing conditions mean these decisions are arriving sooner for more businesses. This session sets out what buyers, lenders and investors look for, and how to put your business and your numbers in the best possible position, drawing on 35 years of corporate finance experience across valuations, MBOs, disposals and refinancings. You will leave with a practical framework you can apply to your own business straight away.


Tom Murray will cover the following topics during this webinar:


  • Valuation: how businesses are valued, the methods and multiples used, and what really moves the number
  • Preparation: building a sale-ready business, clean financials and the due diligence buyers will run
  • Buying well: acquisition strategy, structuring, and the red flags that cost money after completion
  • Funding growth: bank debt, equity, mezzanine and shareholder funding, and what lenders test, including cash flow cover
  • Exits and succession: sale, MBO/MBI and family succession, with the tax touchpoints that matter

 

By attending this session you will understand:


  • How buyers, investors and lenders assess value and risk
  • How to prepare your business and its financial information for a transaction
  • The key stages, documents and pitfalls of buying or selling a business
  • The funding options available and how to present a case to a lender
  • Your role as finance lead in a corporate finance process

 

This session will be of particular interest to financial controllers, finance directors, CFOs, finance managers and senior accountants in industry, as well as business owners and management teams contemplating a transaction.


Course Level: Intermediate

CPD Course Speaker

Friel Stafford

Tom Murray

Tom qualified as a Chartered Certified Accountant (ACCA) in 1997 whilst working with Chase Manhattan Bank. Tom has over 20 years experience in accounting and business roles.

He is one of Ireland’s most experienced corporate recovery and turnaround practitioners and was one of the first Personal Insolvency Practitioners licensed in Ireland.

He also is an experienced Corporate Financier with particular interest and expertise in the area of equity and debt fund raising, and the buying and selling of businesses.

He is heavily involved with the ACCA accountancy body and is a past President of ACCA Ireland. He represented ACCA Ireland at the ACCA International Assembly in 2011. He was nominated in January 2021 by ACCA to represent it on the the CCABI insolvency Committee.

He is authorised to act as a Personal Insolvency Practitioner by the Insolvency Service of Ireland.