This workshop demonstrates the key components of a business case and discusses which tools to use for the different types of business cases you may prepare.

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In the current economy, more than ever, investments are only made if business owners are satisfied the potential returns will meet their strategic and financial goals.

The ability to create a credible, fact-based justification of a particular course of action is a must-have skill for those involved in any type of funds approval process.

Workshop content:

  • The purpose of a business case
  • Business case preparation checklist
  • Business case sections
  • Financial and qualitative justification
  • Effective presentation and writing skills

This workshop will use a variety of case studies and examples to reinforce the key concepts. Attendees will be provided with detailed course notes, which contain the days presentation.

Workshop deliverables:

  • Learn how the business case must be written in persuasive language.
  • Review classification methodology as it relates to the link between business strategy and the business case, including the objectives of the financier to whom you are applying for funds.
  • Clarify financial and non-financial metrics and their relationship to the Business Case, in particular interpreting the results of the financial metrics.
  • Identify the best way to package and present the business case.


Warren Meyer - Director/Owner Auxiliatus

With over twenty years’ experience helping business owners improve their results, Warren is an independent business consultant specialising in the Private Enterprise market. Via his company Auxiliatus Limited, he provides value to these businesses as a virtual CFO, by making sense of the numbers and providing targeted and objective business advice.

His industry experience includes construction and project management businesses, transport and logistics operations, technology development, professional service organisations and produce export activities.

Warren is involved on a day to day basis in implementing profit improvement strategies for his clients, with a particular focus on developing tools and processes which become embedded in those businesses, allowing sustainable improvements over time.

Typical client assignments include business merger feasibility studies, preparation of capital purchase plans, including preparing and submitting cash flows and business plans to financiers.

Warren has extensive experience in presenting workshops and has conducted training for both internal staff and external clients.

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