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PFS Breakfast meeting-Nudge Nudge, Think Think

Wednesday 17 September 2025, 8:30 am - 11:00 am
The Exeter Court Hotel
Mark Pittaccio, Behavioural Economist, QuilterJoshua Lee, Head of Acquisitions, Quilter
CPD

Session Overview

This seminar will provide an insight into how understanding behavioural economics can help with your business, from growth to succession and an overview of the current M@A market and driving value in your business.

Learning Objectives

Areas discussed during the session will include:

  • Behavioural Economics, what it is and how I can apply it to my business and lifetime goals

  •  

    Do I have a plan?

  •  

    Valuing a business

  •  

    Creating efficiencies

  •  

    What options are there at the point I wish to exit my business

Mark Pittaccio, Behavioural Economist, Quilter  45 mins

Mark is one of the UK’s leading Behavioural Economists using an academic understanding and professional experience he helps businesses run profitably, grow sustainably and confidently plan for succession.

 Mark Pittaccio - The Behavioural Economist - Speaker and Consultant

 

Joshua Lee, Head of Acquisitions – Quilter  45 mins

  • Market overview (valuation trends, deal structures, noteworthy transactions in the press)

  • Valuation models (EBITDA, revenue multiples, when different valuations are used and why)

  • Deal structure considerations (Share v Asset, deferred consideration, partial equity sales, due diligence impacts)

  • How to drive the value of your business

Q & A session 30 minutes

Venue

The Board Room
The Exeter Court Hotel
Kennford
EX6 7UX
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CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements. 2 hours CPD can be claimed for this event if relevant to your learning and development needs.
It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/learning/cpd/.
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Tue 16 Sep 2025, 10:30 am - 12:00 pm
The Exeter Court Hotel
Mark Hawkins, Fundraising Manager - Devon & Cornwall
CPD
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Wed 1 Oct 2025, 8:30 am - 10:00 am
The Exeter Court Hotel
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CPD