
Poonam Mawani
Poonam is a finance leader who’s scaled, sold, and advised recruitment firms driving growth, funding, M&A, and global expansion with strategic precision and confidence.
On-Site Training Available through ORCA
BOOK NOWFinancial Foundations & Strategic Growth
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Course Overview
Course Title:
Financial Foundations & Strategic Growth
Course Outline

10
Lessons
Common Fluff Ups
Employee Ownership Trusts (EOTs)
Financial Metrics
M&A Process
Making Tax Digital for Income Tax Self-Assessment
Opening an Overseas Office
Raising Funding
Tech Stack in Back Office
Value Destroyers
Which Businesses Did Better in the Downturn?