Events / How to prepare for the best investment or exit

How to prepare for the best investment or exit

4th June 2026

09:00 - 14:00

Delta Marriott, 2 Lower Castle Street, Old Market, Bristol BS1 3AD

With $2 trillion of undeployed capital at the end of 2025, and record levels of foreign investment in the first quarter of 2026, how can scaling businesses build the strongest case for investment and the highest valuation for exit?

Robust processes and resilient systems across finance, people, sales, marketing and tech play a fundamental role in achieving the best investment terms and highest multiples. Smart founders and CEOs are accessing strategic leadership more affordably with fractional C-suite solutions and optimising business service partners and advisors at the right time to avoid costly mistakes.

Designed for ambitious business leaders in the South West, this interactive event will combine practical expert presentations with panel Q&As and hosted roundtable discussions to help you make better strategic decisions for growth, investment and exit.

Thought leaders from Liberti’s market leading fractional Finance & People solutions will share insights alongside the most highly valued corporate finance, wealth management and technology advisors in the Liberti Club ecosystem for guidance on how to:

·       Access leadership capability for investor confidence

·       Deploy growth capital for scale & value creation

·       Prepare for succession & maximise exit value

·       Maximise technology for resilience & profitability

·       Optimise advisors to avoid costly mistakes

·       Minimise risks that might de-rail deals

This event is part of Liberti Club – a national campaign and regional events programme to educate founders and CEOs about fractional C-suite solutions and help you connect and learn with peers, principals and partners in the Liberti Group ecosystem. Find out more in our latest report: Stronger Together – The Future of Leadership & Growth.

Key Information

  • 09.00 – Arrival & refreshments
  • 09.30 – Liberti Club: Welcome & Introduction
  • 09.45 – Expert Presentations: Tips & tactics from leading advisors on how to enhance valuation, maximise wealth & achieve the best terms from investment or exit
  • 10.30 – Roundtable discussions
  • 11.00 – Break & networking
  • 11.30 – Panel: Creating value & scaling more profitably: How ambitious businesses are capitalising on new leadership solutions, growth strategies & business service partners to build value more quickly and scale more profitably
  • 12.15 – Roundtable discussions
  • 12.45 – Networking lunch
  • 14.00 – Close

Speakers

Simon Glover

Simon Glover

Associate Director, Initium

James Puttick

James Puttick

Regional Director, CFO Centre

Ally Maughan

Ally Maughan

Co-MD, People Puzzles

Simon Ewings

Simon Ewings

Partner, Amber River Shipman Wealth

Adrian Frost

Adrian Frost

Regional Partner, YRH Finance Team

Liberti Sisters

Liberti Club Partners

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