About This Leadership Discussion

Thursday 14 September 2023 | 09:00 - 11:00

The latest financial thinking is seeing value in privately owned companies in both financial terms, for the long term returns they produce, and their wider significance to the communities they support.

This panel session, chaired by Paul Hardman, Head of the Corporate Team of Shakespeare Martineau in Bristol, with expert comment from speakers including Modwenna Rees Mogg, Chief Executive Officer at Athla Capital Management and Founder of The Funding Index will focus on how this thinking can be applied to SME and family owned businesses, from valuations and financial forecasts through to what forms of funding and investments are available and the next steps to secure it.

Location: Origin Workspace (Presentation Suite), 40 Berkeley Square, Bristol, BS8 1HP

Key Topics Covered
  • Getting your business and (board) ready for investment and exploring investment opportunities and needs

  • How do investors judge risk versus return when investing an how do you present your business case in the best light;

  • What an investment looks like and what to expect (good and bad!)

Who Should Attend

This is an invitation only panel discussion but should you be interested in attending please email (events@shma.co.uk) to register your interest.

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