In partnership with Forvis Mazars, Clarion and Family Business UK (FBUK), Bartlett is pleased to invite you to an exclusive breakfast discussion for family business owners and leaders.
Family businesses are built differently. Long-term thinking, strong values, entrepreneurial decision making and a commitment to legacy can be powerful advantages.
But as a business grows, new challenges often emerge. How do you introduce greater structure without creating bureaucracy? How do you strengthen leadership and accountability? And how do you keep driving growth while protecting the culture and values that made the business successful in the first place?
Private equity investors also face many of these questions every day.
This discussion will explore what family businesses can learn from the PE playbook, including:
- Turning ambition into a clear and measurable growth plan
- Building a leadership team and governance structure that supports the next
- stage of growth
- Using better information and performance measures to make faster decisions
- Creating greater accountability without losing entrepreneurialism
- Planning for succession and reducing dependence on individual owners
- Creating long-term value while protecting culture and legacy
This session isn’t about why family businesses should take private equity investment. It’s about understanding which disciplines work, why they work and which could be useful in your own business, whether external investment is part of your plans or not.
Hear both sides of the PE story
The discussion brings together an experienced private equity investor and 2 founders who have taken PE investment into their own businesses. They will offer a practical perspective on what investors look for, what changes after investment and what other family businesses can learn from the experience.
Speakers
Tavia Sparks | Director, Private Equity, Foresight Group
A Leeds-based private equity investment director focused on Growth & Buyout investments, bringing an investor’s perspective on what helps ambitious owner-managed businesses successfully scale.
Mick Buston | CEO and Co-founder, Buston & Maughan Group
Co-founder of Buston & Maughan, sharing his first-hand experience of taking Foresight investment into the family owned business and using external backing to support its next stage of growth.
Jamie Keeble | Co-founder and Sales Director of HECK! Food
Founded by the Keeble family in 2013 Jamie has been one of the key figures in driving the company’s commercial growth, retailer relationships and product expansion over recent years.
Richard Bartlett | Joint Managing Director, Bartlett | Chair
Managing Director of Bartlett, bringing experience of leading a 3rd generation family owned business.
Who should attend?
This breakfast meeting is designed for family business owners, shareholders, next-generation family members, CEOs, CFOs and senior leaders thinking about growth, professionalisation, succession or the next stage of their business.
Expect a practical and candid conversation, with the opportunity to hear directly from our speakers and exchange experiences with other family business leaders.
Agenda
08.30 – 09.00 Registration and breakfast
09.00 – 10.30 Presentations and discussion
Location: Bowcliffe Hall, The Blackburn Wing, Bramham, Wetherby LS23 6LP
To register, please click here.