How do I explain my HR consulting firm’s workshop and training offerings to a buyer?

Start with a one-page menu of everything you teach. For each offering, note the audience, the length, whether it is delivered in person or online, and how you price it. Group them so the buyer can see what is core and what was a one-off request.

Next, show the supporting material. Are there slide decks, facilitator guides, exercises and follow-up templates, or does the content live in your head? Buyers feel safer when another trained person could lead a session from the materials. Be clear about which materials you wrote, which you licensed and which came from a client, so there are no surprises.

Then be honest about people. Name who leads each workshop and which clients ask for you by name. Show repeat bookings and referrals so the buyer sees demand, but do not exaggerate. Offer to introduce a facilitator, if one exists, once the buyer is serious. Your lawyer can check that you can pass on any licensed content. If workshops sell mostly through one client or one event, say so plainly, and show what you have done to widen the base.

Key takeaways

• Build a one-page menu of offerings with audience, format, price and leader.
• Show the materials another facilitator could use, and say who owns each piece.
• Name which clients ask for you personally so the buyer is not surprised.
• If workshops depend on one client or event, say so and show how you are widening it.