Selling your business is a huge milestone. While the financial transaction often takes centre stage, the personal journey is just as important.

In this episode of My One Aim Is, Moai Wealth Co-Founder and Managing Director, Jess Miller, is joined by Clodagh Tunney, Partner at RSM, and Nina Searle, Partner at TLT. Together, they explore how to prepare for the sale of a business beyond the numbers, from navigating the emotional aspects of letting go, to having open conversations with family about expectations, wealth and legacy.

They also share practical insights on choosing the right advisers and the importance of building a trusted team around you.

Whether you're considering a sale in the near future or simply want to be better prepared for the future, we hope this conversation gives you plenty of ideas to reflect on.

If you'd like to continue the conversation, we'd love to hear from you.

*With thanks to Jake Tapping for tech & production*

Hosted on Acast. See acast.com/privacy for more information.

Curious about where the next big opportunities could come from? From AI and semiconductors to gold, energy and humanoid robots, this episode explores some of the biggest themes shaping markets right now. Thank you to our guest, Jason Pidcock (fund manager of the Jupiter Asian Income fund) for a fresh take on Asia’s role in the global economy.

Hosted by Lee Gardhouse, Chief Investment Officer and Founder of Moai Wealth.

Hosted on Acast. See acast.com/privacy for more information.

Bonds are often overlooked when investing, partly because they can feel more complex. So in this episode we try to break down the jargon and bring real life examples of how bonds can help an investment portfolio, kindly joined by Eric Holt from Royal London, one of the most experienced fund managers in this space.

Hosted by Lee Gardhouse, Chief Investment Officer and Founder of Moai Wealth.

Hosted on Acast. See acast.com/privacy for more information.

Hosted on Acast. See acast.com/privacy for more information.

Our Founder and Chief Investment Officer, Lee Gardhouse, is joined by Victoria Stevens who is a Partner and Fund Manager of Liontrust Asset Management. Victoria introduces us to the concept of the "economic advantage process" and shares her passion for UK businesses.

Victoria is host of the Stock Exchanges Podcast, in each episode she chats with inspiring entrepreneurs and leaders of UK companies. Well worth a listen and follow.

Hosted on Acast. See acast.com/privacy for more information.

Our Founder and Chief Investment Officer, Lee Gardhouse is joined by Senior Fund Manager Clive Beagles (J O Hambro). They discuss all things investment; the past, the present and the future.

We hope you enjoy our first episode.

Hosted on Acast. See acast.com/privacy for more information.