Bluebox Corporate Finance x Kingsley Napley x First Wealth

Join us on Thursday 1st October 2026 for an exclusive breakfast event in collaboration with Kingsley Napley & First Wealth hosted at the London offices of Kingsley Napley, one of the UK’s most highly regarded law firms. With arrival from 8:30am and the session running from 9:00am to 10:30am, this is an intimate, high-value gathering designed for business owners, founders, and shareholders who are considering a future exit and want a clear, practical understanding of what a sale process truly involves.

 

Selling a business is one of the most significant decisions an owner will ever make. Getting it right requires more than finding a buyer. It demands careful preparation, expert transaction management, sound legal counsel, and clear thinking about what comes next financially. Too often, business owners approach each of these in isolation. This session brings all three perspectives together in one room.

 

Joining the panel will be a founder from the SaaS and technology sector (TBC), who will offer a first-hand account of navigating a business sale, sharing the realities, challenges, and lessons learned from their own exit journey. Their perspective will ground the session in lived experience and give attendees a candid view of what the process truly feels like from the other side of the table.

 

Delivered across three professional lenses of corporate finance, legal advisory, and wealth management, alongside a founder’s first-hand perspective, this seminar offers a comprehensive and candid overview of the full journey from preparation to completion and beyond. The session is designed to be genuinely interactive, giving attendees the opportunity to ask questions, explore their own situations, and learn directly from specialists with real-world experience of guiding business owners through exit.

 

The session will cover:

What to consider when preparing a business for exit

How to position your business to maximise valuation

What to expect at each stage of a sale process

Managing buyer engagement, due diligence, and negotiation

What to expect from a legal point of view when it comes to a sale process

Wealth planning and structuring for optimum outcomes pre-exit

How to safeguard, invest, and plan for life after exit

Founder’s perspective – a first-hand account of what it truly feels like to go through a sale process

Agenda

Time Session
8:30am Arrivals & breakfast & networking
9:00am Welcome & introductions
9:20am Bluebox Corporate Finance — The M&A perspective: preparing and running a successful sale process (Jon Rich)
9:40am Kingsley Napley — The legal perspective: what to expect from a sale process (Glafkos Tombolis)
9:55am First Wealth — The wealth management perspective: planning for life after exit (Robert Caplan)
10:15am Founder perspective (TBC) — A first-hand account of navigating a business exit
10:30am Open Q&A and discussion

 

 

Speakers

Speaker Role
Jon Rich Managing Director, Bluebox Corporate Finance
Glafkos Tombolis Partner, Kingsley Napley
Robert Caplan Director, First Wealth
Founder (TBC) Founder, SaaS/Technology sector

 

How we use your data
By registering for this event, you agree that the information you provide will be shared between the three co-hosts: Bluebox Corporate Finance Limited, Kingsley Napley LLP and First Wealth LLP. Each firm will use your details to manage your attendance and may contact you afterwards about the event and related services. Your data will be processed in accordance with each firm’s privacy policy, and you can opt out of further contact or withdraw your consent at any time by emailing any of the hosts.

Date

October 1, 2026

Start Time

8:30am

End Time

10:30am

Venue

Kingsley Napley, London

Partners

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