The Financial Life Coach Podcast

Jason Butler @jbthewealthman www.Jason-butler.com www.generationnext.uk

• We hear why Jason had to “move on” from the firm that he founded
• About the emotional toll before and after exit
• His 3 tips for exiting a business
• What he would have done differently
• How to not make it personal and keep the eyes on the prize.

• In this POD we learn about the two successful acquisitions UNIQ has made.
• We hear about the lessons learnt from the two that didn’t complete.
• We hear about the importance of having your own ship in order.
• The value of a really good lawyer
• The challenge of managing the former owner relationship.

Marlene Outrim Founder and Managing Director UNIQ Family Wealth @UNIQfw

• Why Michael started buying businesses as soon as he opened his business
• Why he is a true entrepreneur
• How he designs and maintains his culture
• Acquisition is not a solution for an underperforming business
• An update on the 25 year plan

‪@Chamberlyns_MS ‬

Neil & Helen Bailey @Fortitude_Neil Fortitude Financial Planning

• It’s all in the planning
• Why a personal life plan is needed first to exit a business
• Why good business practice is needed no matter what option is chosen to exit
• How being honest and starting early will stand you in good stead
• Why shared values trump everything

@RuthSturkey

• Learn how Ruth built The Red House
• Ruth explains the drivers behind and motivations for her exit
• She shares how Paradigm Norton were the firm for her
• The challenges she faced and biggest lessons and lots of tips

Lee's advice when you are planning to sell and exit your business

1. Start early
2. Have grown up discussions
3. Have those facilitated by the company lawyer
4. Decide on how and when to involve the team, don't wait for them to find out
5. Don't make it personal
6. Keep it honest and transparent
7. Pay for the best possible advice

@leerobertson64

Barry Horner - CEO - Paradigm Norton

@paradigmnorton

• Damien discusses with Barry how the firm has grown to an £8M turnover professional services firm.
• The two types of acquisition the firm have made.
• How they joined forces with the Red House.
• The lessons learned.
• How selling the firm to an EOT has ticked so many boxes.

Damien Rylett - CEO- Brunel Capital Partners

@damienrylett

• In this episode I speak to Damien about the acquisition his firm made in 2016.
• We discuss the challenges he faced and overcame, what went well and what he would do differently next time.
• We hear how the deal was valued and funded and how an SPA can be amended afterwards, to reflect the real world.

Rob Stevenson kingmakersgroup.co.uk @RobS_Kingmakers

• We chat through the current market for buyers and sellers
• We discuss traditional and new sources of funding for purchases
• We touch on some of the challenges facing the profession in terms of retirement and demographics.
• Rob shares his thoughts on the metrics being used to value financial advice businesses

Have a sneak peak into Season 3 of Financial Life Coach Podcast with Damien Rylett