Knowing how to maximise your wealth through acquisition and exit planning is something you need to consider. A financial planner can help you to see things you would otherwise miss that will increase your wealth potential. Kam Kaur Singh is here to show you how a financial planner can benefit your exit planning as well as prepare for the worst-case scenarios. She also gives her advice on investments and what the consequences of not planning your finances are.

Kam has an extensive banking career as well exploring the entrepreneur world for 10 years, successfully planning and implementing financial planning solutions for over 50 business owners and entrepreneurs.

“The exit is also its own fantastic space” – Kam Kaur Singh

Timestamps

03:20 - Why financial planning is important when exiting a business

05:40 - Conversations to have at the start of your business

08:35 - Consequences of not financially planning on exit

09:53 - Planning for worst case scenarios

11:50 - What happens after exit?

13:41- Why to consult a financial planner before acquisition

16:43 - Day to day financial planning

21:18 - Kam's investment advice

22:16 - How employers can help with financial planning?

Connect with Kam Kaur Singh

St James’s Place - https://partnership.sjp.co.uk/partner/kamkaursingh

LinkedIn - https://www.linkedin.com/in/kamkaursingh/

Facebook - https://www.facebook.com/KamKaurSWealth/

Twitter - https://twitter.com/KKSWealth

Connect With Julie Wilkinson

LinkedIn - https://www.linkedin.com/in/juliewilkinson-accounting/

Tik Tok – https://www.tiktok.com/@wasolutions

YouTube - https://www.youtube.com/@wilkinsonaccountingsolutions

Facebook - https://www.facebook.com/wilkinsonaccountingsolutions

Website - https://wilkinsonaccountingsolutions.co.uk/

Before you go, don’t forget to leave a comment and review if you got something out of this episode!