Events / Lunch & Learn: How to prepare for the best investment or exit

Lunch & Learn: How to prepare for the best investment or exit

21st October 2026

09:00 - 14:00

Grosvenor Hotel, Kibble Suite, 1-9 Grosvenor Terrace, Glasgow G12 0TA

How can founders avoid the most costly mistakes when securing investment or preparing for exit – and maximise value creation for the best outcome?

Robust processes, high performing teams and strong leadership across all functions play a fundamental role in achieving the best investment terms and highest multiples. Smart founders and CEOs are building exceptional boards they can afford with fractional C-suite solutions and optimising partners at the right time to grow more profitably and achieve personal goals.

Designed for ambitious business leaders, 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 & Marketing solutions will share insights alongside the most highly valued advisors in the Liberti Club ecosystem for guidance on how to:

 

  • Access leadership capability for investor confidence
  • Deploy growth capital for scale & value creation
  • Maximise technology for resilience & profitability
  • Optimise advisors to avoid costly mistakes
  • Prepare for succession & maximise exit value
  • Minimise risks that might de-rail deals

 

This event is part of Liberti Club’s Regional Forum series to help ambitious business leaders learn and connect with peers, partners and a range of fractional C-suite leaders in Liberti’s national ecosystem. Find out more in our report: Stronger Together – The Future of Leadership & Growth.

Key Information

  • 09.00 – Arrival & refreshments
  • 09.30 – Liberti Club: Welcome & Introduction
  • 09.45 – Expert Presentations: Enhancing performance value, minimising risk & maximising wealth
  • 10.30 – Roundtable discussions
  • 11.00 – Break & networking
  • 11.30 – Panel: Solutions to scale more profitably
  • 12.15 – Roundtable discussions
  • 13.00 – Networking lunch
  • 14.00 – Close

Speakers

Zoe Hamilton

Zoe Hamilton

Regional Director, People Puzzles

Andy Martin

Andy Martin

Regional Director, The CFO Centre

Hari Farzin

Hari Farzin

Regional Director, The Marketing Centre

Jennifer Raines

Jennifer Raines

Founder & CEO, YRH Finance Team

Liberti Sisters

Partners

See our other events