By Alan Smith
A podcast for entrepreneurs – reverse engineering the formula for successful scale, sale and exit.
Inspired conversations with world-class entrepreneurs and the specialists who support
The podcast currently has 64 episodes available.
Send us a text
Paul is a serial entrepreneur who has started, scaled up and sold several businesses, invested in many others, and is now building yet another company.
He also advises and mentors several other founders and business owners.
Through his personal and business experiences, he’s effectively created a success blueprint for any business owner to adopt and apply within their company.
During the conversation, Paul explains.
He also discusses the importance of physical and mental health to ensure that you’re in the best shape to deal with the inevitable challenges of being an entrepreneur.
He shares the precise details of his daily routine, which keeps him in prime shape for business.
The “business owner’s success blueprint” – all in one convenient podcast episode.
Links:
https://www.linkedin.com/in/paulluen?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app
https://www.amazon.co.uk/Eight-Figure-Entrepreneur-Balanced-Adventurous-ebook/dp/B08GSQG2VY?dplnkId=2946ba17-93ec-47a7-8cf2-c20ff87c8a81&nodl=1
This podcast is produced by GR Media
Sponsored by Capital Asset Management
Send us a text
Welcome to a special episode of the Bulletproof Entrepreneur podcast.
One issue that has been dominating the conversations online and in person for business owners over the last few days has been the budget.
October 30th was a very significant day. It was the first labour budget for almost 15 years and the first by a female Chancellor.
After three months of speculation and predictions, we finally had the details—and there was a lot to unpack for all business owners.
For starters, there were the changes to national insurance contributions, the reduction in inheritance tax benefits, the increase in capital gains tax, and the reduction in what was known as entrepreneurs' relief.
So I was delighted to be able to persuade two leading tax experts onto the show to offer some insights and expertise.
Josie Day and Richard Jameson from leading tax advisers Saffery have been deep in the details of the budget over the last few days, and they've shared their take on what it means for business owners.
Before we hear from them, I want you to be the first to know about an exciting new project we’re launching in 2025.
The Bulletproof MBA is a course designed for business owners too busy to go on courses!
A 12-month programme of monthly 3-hour sessions with like-minded entrepreneurs who want to learn all about how to run a better, smarter business and ensure success in what will be a challenging next few years.
We’re hosting a free taster event in London on November 25th, and I’ll post details on LinkedIn.
Hope to see you there.
But now, without further delay, I give you Josie Day and Richard Jameson, talking all things budget and tax.
Links:
https://www.saffery.com/our-people/richard-jameson/
https://www.saffery.com/our-people/josie-day/
https://www.linkedin.com/in/alancapital/
This podcast is produced by GR Media
Sponsored by Capital Asset Management
Send us a text
We’re publishing this episode just before the Autumn 2024 Budget, when Rachel Reeves will share her vision of how she plans to improve the country’s economy.
I really hope she understands how valuable the start-up and entrepreneurial economy is in the UK and that she’ll encourage it and ensure its continued success.
Today’s guest is a fantastic example of that British entrepreneurial spirit.
Magnus Willis hatched a plan with his co-founder during a long walk after they’d watched a cricket match at The Oval!
They decided to leave their highly-paid jobs in advertising to take a huge risk and launch a new business.
Through sheer hard work and perseverance, their company grew from two guys in a small room with laptops to become a significant business, employing 80 people, before being sold to a large UK company.
It’s a fabulous story with so many insights and lessons that Magnus shares.
Learn from the best
He explained how he was able to learn so much by being around talented and experienced people in the companies he worked for after he left university.
It’s important to get into the best companies in your chosen field and learn from those people as you build your own knowledge and experience.
Be a specialist, not a generalist
A theme that comes up regularly in my conversations is starting as a generalist and then pivoting to become a specialist. This creates significant value in your business and minimises your competition.
Magnus’s company, Sparkler, began as something of a generalist but then, over time, decided that they wanted to become the leaders in a specific niche market. This became a huge part of their success.
Be future-focused
Magnus discussed the importance of looking up from your day-to-day work, seeing where the world is going, and then aligning yourself with future growth opportunities.
In his case, when traditional magazines went online, and mobile was growing fast, this meant looking at the approaching ‘wave of opportunity’ and getting ready to surf it.
Life after exit
Towards the end of our conversation, he also reflects on his life now as a successfully exited entrepreneur and how he designed his ideal life, now that he’s no longer busy running a company.
His thoughts are deeply insightful.
Ladies and gentlemen, I give you Mr Magnus Willis.
Links
https://www.linkedin.com/in/magnuswillis/?originalSubdomain=uk
Business & IP Centre (BIPC): Business Advice & Resources - The British Library
Pivot Podcast Series
This podcast is produced by GR Media
Sponsored by Capital Asset Management
Send us a text
This show is all about reverse engineering the successful scale, sale, and exit of your business and enjoying life on the other side.
And for every successful business owner, smart tax planning is crucial to business growth and future sale.
Whether it's corporation tax, PAYE, income tax, dividends, or VAT, , they all play a part and impact decisions you make.
When the time comes to sell your business, planning effectively and well ahead of time can have a huge impact on you and your family.
Our new government’s first budget or autumn statement is coming up in a few weeks, on October 30th, and all business owners will be paying close attention to what Rachel Reeves, our Chancellor, says that day.
So, in a special pre-budget episode of Bulletproof Entrepreneur, I am delighted to introduce you to Nimesh Shah, the CEO of Blick Rothenberg, a leading firm of chartered accountants and tax advisers with a special focus on providing advice to entrepreneurs.
This is truly a business owner’s tax planning masterclass from one of the country's leading authorities on the subject.
Please listen, learn, and get in touch with Nimesh or myself if you want to learn more.
Links:
https://www.blickrothenberg.com/about-us/partners/nimesh-shah/
https://www.linkedin.com/in/nimesh-shah-22b2b037/
This podcast is produced by GR Media
Sponsored by Capital Asset Management
Send us a text
Our guest today is Helen Pattinson, a former lawyer who left behind a promising career to embark on a bold and, at times, uncertain new path—one that would ultimately lead to a flourishing business, Montezuma Chocolate.
But this story is far from straightforward. Helen doesn’t just share the wins—she takes us through the moments of doubt, the near-disasters, and the pivotal choices that could have ended it all before the business even started.
In this episode, you’ll hear how a spontaneous adventure through South America sparked an obsession, and how that simple passion turned into something much bigger.
You’ll also discover how Helen and her husband Simon built their business from scratch—literally—and the unexpected hurdles they had to clear to keep their dream alive.
Towards the end, Helen shares her experience of the post-sale period, including her loss of identity and her need to find a new purpose.
Ladies and gentlemen, I give you the Chocolate Entrepreneur - Helen Pattinson.
Links:
Helen Pattinson - Montezuma's Chocolates | LinkedIn
Montezuma's Chocolate
Alan Smith - Capital Asset Management | LinkedIn
This podcast is produced by GR Media
Sponsored by Capital Asset Management
Send us a text
Hello, and welcome back to the latest episode of the Bulletproof Entrepreneur podcast. I’m your host, Alan Smith. In this episode, I speak with someone I’ve known for many years, and as you’re about to discover, he’s a force of nature!
His name is Jason Butler, and although I’ve known him for a long time, I had no idea just how challenging his upbringing was.
People talk about a tough childhood and not having the same chances as other people from more privileged backgrounds, and Jason grew up in a house in south London with an outside toilet and a tin bath—almost Dickensian, as he says himself.
He had a challenging childhood, living hand to mouth, trying to hide from debt collectors and avoid being beaten up at the tough school he went to.
Yet he went on to build a leading financial services business, which he sold, bought back, and sold again.
He also shares an incredible David and Goliath story about the time he took on the taxman over something he felt was unfair and won.
These are a fraction of the valuable insights that Jason shares. It’s a long episode because there was no way I was going to cut him short as he shared these nuggets of wisdom!
Ladies and gentlemen, I give you Mr Jason Butler
Links:
https://www.jason-butler.com/
https://www.linkedin.com/in/jasonfbutler/
Happy: Why More or Less Everything is Absolutely Fine: Amazon.co.uk: Brown, Derren: 9780593076194: Books
The Antidote: From the Sunday Times bestselling author of Four Thousand Weeks eBook : Burkeman, Oliver
This podcast is produced by GR Media
Sponsored by Capital Asset Management
Send us a text
My guest, Elizabeth Hopkins, candidly shares her inspiring journey through the ups and downs of life as a founder entrepreneur who has experienced everything that life has to offer, including scaling a business to a multi-million-pound exit, but then having to deal with the worst kind of tragedy immediately after.
As Liz mentions, she’s recently become a client of our financial planning business, and in the time I’ve known her, I’ve been blown away by her positivity, resilience, and sense of fun.
She encapsulates what it takes to be an entrepreneur, and frankly, that's why I started this podcast—to enjoy inspiring conversations with business owners and then share them with the world!
This is an incredible conversation and I hope it encourages you and inspires you.
Ladies and gentlemen, I give you Elizabeth Hopkins.
Links
https://www.linkedin.com/in/elizabethspencerphillips/
https://www.juliasamuel.co.uk/
https://apps.apple.com/gb/app/grief-works-self-care-love/id1558867513
This podcast is produced by GR Media
Sponsored by Capital Asset Management
Send us a text
Our guest, John Rood, hails from Chicago, USA. John and his wife built an education business which they later sold to a private equity firm for a life-changing sum of money.
And to some degree, that’s where his problems started...
‘Life after exit’ was far from plain sailing for John, despite the fact that he was now financially secure. He went through a number of changes and realised that he was not prepared for the life transition and new set of challenges he faced as a wealthy ex-business owner.
He recognised that there was no blueprint or How-To guide for business owners who sold up and needed to navigate the next chapters of their lives - and so he wrote one!
John’s book Beyond the Exit charts his own journey but also provides valuable insights from his conversations with over 70 other exited entrepreneurs who’ve been on similar journeys and which we discuss during the conversation.
We also discuss:
And John shares a great story about how he lost out to Sam Altman, the founder of Open AI when he was planning to invest some of his new-found wealth in a tech startup!
So much wisdom shared - and so now, ladies and gentlemen, I give you Mr John Rood.
Links:
Beyond the Exit
What Happens When You Get What You Want?: Success and the Challenge of Choice
Finish Big: How Great Entrepreneurs Exit Their Companies on Top: Amazon.co.uk
This podcast is produced by GR Media
Sponsored by Capital Asset Management
Send us a text
My guest today, Marc Adams, is the author of a book by the same title and has spent nearly four decades deep in the trenches of business and entrepreneurship. His extensive experience, from a career in corporate life to setting up his own business, has given him a unique perspective on the ups and downs of life as an entrepreneur.
A cancer diagnosis in 2020, giving him six months to live, compelled him to write a book about everything he knows about business building, creating entrepreneurial value, and exiting in the most tax-effective way.
Happily, Marc overcame the diagnosis and is now in good health, providing advice and consultancy to founders keen to benefit from his knowledge and experience.
During our conversation, Marc unpacked some steps you can take to increase revenue, reduce costs, and multiply your company’s value.
He goes through so much more, and we could have gone on for another hour and still not covered everything!
Check out the show notes for links to some fabulous resources Marchas offered for free to listeners on this podcast, including a complementary diagnosis of your current business based on the advice in his book.
Ladies and gentlemen, I give you Mr Marc Adams.
Links:
https://www.linkedin.com/in/1marcadams/?originalSubdomain=uk
Secrets To 10Xing Your Business: And Cashing Out Tax-Free: Amazon.co.uk
The Secrets to 10xing your business and Cashing Out Tax-Free Scorecard?
Acquisitions4You
Russell Brunson Collection 2 Books Set (Expert Secrets, Dotcom Secrets): Amazon.co.uk
How To Make Offers So Good People Feel Stupid Saying No (Acquisition.com $100M Series Book 1) eBook : Hormozi, Alex
This podcast is produced by GR Media
Sponsored by Capital Asset Management
Send us a text
This podcast is for entrepreneurs, reverse engineering the formula for successful scale, sale, and exit—inspired conversations with world-class entrepreneurs and the specialists who support them.
I came up with that strapline when I launched the pod a couple of years ago, as that’s exactly what I wanted to create—a resource that, if you’re a business owner or aspiring entrepreneur, you can tap into and learn from those who were perhaps a few years ahead of you on the journey.
Then, you can apply the lessons learned and the wisdom shared.
In many ways, today’s guest, Josh Keegan, is the perfect guest for the pod.
A chartered accountant and successful entrepreneur, he has started, scaled, and exited several businesses and, in his current role, applies his experiences to help over 100 business owners.
I recently read his book Small Business Big Profit and I loved the way he used his experiences - good and bad to codify precisely how to create a successful business.
During our conversation, Josh shared how facing a financial black hole in his business that could have been terminal forced him to rethink how a business should operate, particularly regarding all-important financials.
He explains why he decided to sell his business just as he’d got it into great shape. It was working like a dream, and he needed to spend only 90 minutes a week working in it.
He breaks down his three-part framework and the specific actions you should take to achieve organisation, structure, and control.
He also shares valuable insight into the right approach to improving your pricing and creating greater profits and enterprise value.
And listen towards the end of our conversation when Josh explains the surprising method he uses to eliminate stress and anxiety—he recommends it to every entrepreneur and guarantees its effectiveness!
He also provides links to many free resources, including frameworks and templates, that you can download and use immediately in your business.
Before we hear from Josh, I'd like to ask you for a quick favour.
As you know, this podcast production is a labour of love. There are no annoying advertisements or walls, but it does take time and effort to create.
So, if you've benefited from listening to the conversations, I’d be grateful if you could head to the Apple Podcasts platform and leave a five-star review and perhaps a few positive words.
Also, remember to hit the subscribe button to receive the latest episode as soon as it's available.
But now, without further delay, a masterclass in building a financially fit business.
Ladies and gentlemen, I give you Mr Josh Keegan.
Links
https://www.ultimatefd.co.uk/about
https://www.linkedin.com/in/joshua-keegan/?originalSubdomain=uk
https://www.instagram.com/the_ultimate_fd?igsh=bmJkbWtxNWlrM2J0
https://www.property-entrepreneur.co.uk/daniel-hill/
https://www.amazon.co.uk/Last-Lecture-Achieving-Childhood-Lessons/dp/0340978503
This podcast is produced by GR Media
Sponsored by Capital Asset Management
The podcast currently has 64 episodes available.
87 Listeners
92 Listeners
15 Listeners
42 Listeners
110 Listeners
5 Listeners
12 Listeners
4 Listeners
4 Listeners
16 Listeners
739 Listeners
0 Listeners
30 Listeners
2 Listeners
47 Listeners