Welcome to the Michael Filiou Business Learning Centre!

The resources on this page are free for you to access and are designed to help you with new ideas and the tools to move your business forward, expand opportunities and to get you where you want to be! Talk to us about any information contained on these web pages. We are with you all the way!


To help you navigate through the wealth of free resources available in this section we have broken down the information into the following areas:

Each section contains downloadable documents which provide practical tips and advice on key aspects of setting up and running your business.

We’re here to help and support you and your business in any way we can.

Strategy and Exit Planning

“The best way to predict the future is to create it!” 
Abraham Lincoln

If you want to be successful in business you must believe in your success.

The aim of this section is to help you create a picture of what your business will be like when it is fully “complete”, and to set targets and monitor how you are doing towards your goals.

Why You Should do a Strategic Plan

Understand why you should have a strategic plan and key steps in developing a plan.

6 Stages of Strategic Planning

The 6 stages in completing your strategic plan together with useful checklists.

    Preparing a Company For Sale

    A checklist to help you on the restructuring process required ahead of any sale.

    Information Memorandum

    A template PowerPoint document to be used when a company’s shareholders are looking to sell their business.

      Business Plans and Forecasting

      Creating a robust business plan is the key to a successful business. Not only will a business plan provide you with a clear framework for all aspects of your business, but it will also be instrumental in helping to access funding from third parties.

      The business plan, together with an up to date cash flow analysis, are key to developing a long-term financial strategy.

      Guidance on Writing a Business Plan

      Assistance on writing the plan, contents, suggested length, information to disclose, who to send it to and the executive summary.

      Business Plan Workshop

      A workshop agenda and questions to discuss your business, its strategy and objectives prior to preparing the business plan.

      Business Plan Template

      A template plan covering the areas you should consider when writing the plan.

      Business Plan Review Checklist

      A useful checklist of the items to consider when writing your plan especially the executive summary.


        An Excel based simple 12 month cash flow forecast.

        6 months Cash Flow template No debtors

        This is an Excel template for small businesses with no debtors. This could help with estimating cash surplus / deficit for the next 3-6 months.

        6 Months Cash Flow Template

        This is a Word document which highlights the key components to include in a cash flow forecast.

          Growth and Marketing

          Successful businesses understand lead generation, conversions and have systems to do this. In this section, we will provide the resources and tools to help you attract and retain quality customers.

          Marketing Plan Template

          This template includes: Existing Customers Products and Competitors, SWOT Analysis, Market Position and Ideal Customer Type, Review of Marketing Channels and more.

          How to Create a Marketing Plan

          Guidance including gathering information about your business and getting an insight into the way customers and prospective customers think and make ‘buying’ decisions.

          Growth Strategy

          A growth strategy starts with identifying and accessing opportunities within your market and addresses how your company is going to evolve to meet the challenges of today and in the future.

          101 Great Marketing Questions

          Think about your existing marketing activities and how you can improve on them.

            Improving Business Systems for Growth

            To grow your business you need to have a management structure in place to get things done efficiently and good systems for people to follow to make operations go smoothly.

            Change Management Checklist

            Any business is constantly experiencing change. A consistent change management process will help in minimising the impact it has on your business.