The Ultimate FD Podcast

MAGIC MOMENTS: Steering the Ship: Mastering Your Role as a Director or Shareholder


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Welcome to another episode of Magic Moments!

In this moment, I had the pleasure of sitting down with chartered account and tax expert, Tej Gill. Tej is one of those people who makes a complicated topic feel surprisingly clear and actionable.

We dug into shareholder agreements - what they are, why they matter, and how they can be a game-changer (or even a lifesaver) in your business.

I’ve always believed that building wealth through business requires not just hustle and smart decisions, but also protection - and that’s exactly what this conversation is about. Tej and I talk about those make-or-break situations where having a shareholder agreement in place can make all the difference.

Whether it's when you're partnering up with someone new, bringing on investors with a minority stake, or simply preparing for future changes in life stages or personal goals, these agreements are essential tools - not just legal formalities.

One thing I really appreciated in this chat was how Tej explained the difference between shareholders and directors. It sounds obvious, but once you get into the weeds of a growing business, those roles can blur. Knowing where those boundaries lie can prevent so many headaches down the line.

So if you're in a partnership, thinking of starting one, or just want to make sure your business is built on solid ground, this episode is definitely worth your time. Tej brings serious clarity to a topic most of us overlook until it's too late. So tune in, listen and learn.

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The Ultimate FD PodcastBy Josh Keegan


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