Welcome back to another episode of Magic Moments ✨

In this episode, we unpack the key differences between lifestyle and scale-up business, and what they mean for your personal wealth.

Alan shares why building a Family Fortress of independent wealth is crucial, how to avoid the myth of chasing big exits, and offers practical strategies, such as investing in global markets, to beat inflation.

Whether you're scaling rapidly or staying lean, this episode offers essential insights for entrepreneurs seeking genuine financial freedom.

Did you enjoy this Magic Moment? Click here for the full episode.

In this engaging episode of the podcast, I speak to Tej Gill to explore the intricate landscape of property tax schemes, focusing on the impact of Property118 and associated legal structures. 

Tej shares his keen insights into the historical context of section 24 tax changes and the emergence of strategies like the hybrid LLP and incorporation relief. We dissect the legal nuances and practical applications of these methods while examining the potential repercussions faced by those who adopted such schemes.

Delving deeper, we offer a meticulous analysis of incorporation relief, partnership structures, and the controversial aspect of directors' loan accounts. Finally, we discuss the potential pitfalls and the importance of not rushing into seemingly attractive tax-saving schemes without thorough due diligence.

This episode is specifically catered to listeners keen on understanding tax strategies within the real estate industry. 

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit 

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/ 

Welcome back to another episode of Magic Moments ✨

In this episode, I’m diving into the real engine behind a scalable, profitable business, and it’s not just about what you sell, but how you deliver it.

I unpack how to build business models that actually work through smart packaging, strategic partnerships, and building a world-class team. I share what I’ve learned from experience and how the most successful businesses don’t just sell a product, they solve problems, front to back.

We talk about the power of packaging, using examples like Zoe’s health program and ideas from Daniel Priestley’s Key Person of Influence. I’ll also walk you through my favourite analogy, the ‘man in the desert’, to show why bundling solutions the right way can explode your perceived value and profit margins.

Finally, I break down how we’ve built a global team of A-players to deliver those packages profitably, at scale.

If you’re ready to shift from piecemeal selling to building a rock-solid, profitable machine, this one’s for you.

Did you enjoy this Magic Moment? Click Here to Listen to the Full Episode

In this episode of The Ultimate FD Podcast, I take you behind the scenes of what really happens inside the boardrooms of high-performing, seven-figure businesses.

After countless sessions with some of the UK’s most successful entrepreneurs, I’ve distilled the most powerful lessons and strategies into a single, high-impact episode. We're talking real-world tactics to transform a high-revenue business into a highly profitable and sellable one.

Here’s what we cover:

✅ Why revenue is vanity, profit is sanity, and how to shift your business model accordingly ✅ The power of forward planning and how it makes big decisions simple ✅ Why your business must be valuable to a buyer — not just to you ✅ The systems you need to scale profitably without burning out or micromanaging ✅ How recurring revenue can transform your valuation and long-term success ✅ The role of financial visibility and how to empower your team to own the numbers

I share patterns, insights, and hard-earned lessons drawn from working with some of the UK’s most successful seven-figure entrepreneurs, giving you the inside edge on what it really takes to build a business that grows, performs, and sells.

Whether you’re trying to scale with less stress, boost profit margins, or get your business investor-ready, this episode is packed with actionable insights you won’t want to miss.

🔗 Book your FREE UFD Review now - https://calendly.com/josh_ufd/the-ultimatefd-review-level-up 

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit 

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/ 

Welcome back to another episode of Magic Moments ✨

In this episode, I’m pulling back the curtain on what it really looks like to scale a business.

I share the story of going from a lean team of 3 to a crew of 7 and the financial chaos that came with it. Overheads tripled, cash got tight, and suddenly, growth didn’t feel so glamorous.

I talk about the credit control issues we faced, the client challenges, and the lessons I learned the hard way about financial modelling and team dynamics.

If you're in the middle of scaling or heading that way, this episode will give you a real-world look at the pressure, the pitfalls, and the planning it takes to come out stronger on the other side.

Did you enjoy this Magic Moment? Click Here to Listen to the Full Episode 

In this dynamic episode of The Ultimate FD Podcast, I present the Know Your Numbers 2025 - The ULTIMATE E.X.I.T framework. It's designed to guide entrepreneurs on scaling and selling their businesses for life-changing sums. 

I delve into the current market landscape, noting that only a fraction of businesses listed for sale ever complete the process. I outline the "Ultimate Exit" framework, emphasizing key strategies for positioning a company as an attractive acquisition target.

Expanding on these strategies, I discuss the importance of understanding multipliers, establishing an investable finance function, and identifying the optimal sweet spot for business growth.

I encourage entrepreneurs to focus on creating a business model that appeals to potential buyers, maximizing their profit margins, and maintaining exceptional service levels. My personal journey from selling my business to building Ultimate FD provides a backdrop to these insights, revealing actionable steps for attaining financial independence.

🔗 Book your FREE UFD Review now - https://calendly.com/josh_ufd/the-ultimatefd-review-level-up 

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit 

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/ 

Welcome back to another episode of Magic Moments ✨

In this episode, I sit down with Tej Gill to talk about one of the biggest moments in any entrepreneur’s journey: exiting your business.

We dive deep into what it really takes to sell a seven-figure business successfully, from minimising tax to structuring the deal, to avoiding the most common (and painful) pitfalls that derail most exits.

We discuss the reasons behind selling, not just the dream scenarios, but also the 3 Ds: death, distress, and divorce, and how they often catch many founders off guard.

Tej also breaks down the two key ways you can sell, through shares or assets, and how to make the right choice depending on your long-term goals.

If you're even thinking about selling your business in the next few years, this is one you don’t want to miss.

Enjoyed this Magic Moment? Click here to listen to the Full Episode

In this engaging episode, I sit down with Pádraic Ó Máille, an influential figure in business motivation and mastermind groups. Pádraic shares insights into how discipline and structured networking can propel entrepreneurs to new heights. 

Through the story of Smocks, Pádraic illustrates how businesses transformed during economic downturns by employing discipline and communal support - a lesson resonant with today’s entrepreneurial challenges.

Pádraic emphasizes how clarity in goals and persistent discipline can lead to growth and sustainability in business. He recounts transformative stories of entrepreneurs who thrived by clearly understanding and tackling their problems. 

Pádraic delves into essential frameworks like the six-step problem-solving model, the importance of networking, and the profound influence that peer support and accountability have in overcoming personal and professional hurdles, making the episode a treasure trove of actionable insights.

Register NOW for our Know Your Numbers 2025 Webinar here - https://ultimate-fd.webflow.io/know-your-numbers-2025 

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit 

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/ 

Welcome back to another episode of Magic Moments ✨

In this episode, I sit down with Tej Gill to unpack how marriage can be one of the smartest financial decisions you'll ever make, IF done right.

We cover practical ways to build wealth as a couple, from using both personal allowances and pensions to structuring income and assets for maximum tax efficiency.

Whether you're newly married, divorced, or just thinking ahead, this episode is packed with insights on how to optimise your finances through every stage.

Tej and I also get into the less-talked-about side: navigating financial decisions during separation and divorce and how timing can make all the difference.

If you want to keep more of what you earn (and sleep better at night), this one’s for you.

Enjoyed this Magic Moment? Click Here to Listen to the Full Episode 

In this episode of the Ultimate FD podcast, I dive into the intricacies of building a seven-figure finance function for ambitious entrepreneurs. Targeting business owners whose companies are scaling rapidly yet struggling with financial clarity, 

I outline a comprehensive approach to creating a stellar finance department, identifying common financial obstacles, and offer actionable solutions designed to enable entrepreneurs to make informed decisions and optimize profitability.

I explore the essential components of a successful finance function, emphasizing the importance of systems, software, and a competent team structure. 

We look into the role of professionals like bookkeepers, finance managers, and tax accountants, advocating for integrating the Ultimate Finance Function into business operations. 

This episode also focuses on the significance of forecasting, model building, and cash flow management as tools to ensure sustained business growth and financial stability. 

If you're an entrepreneur aiming to enhance your financial operations, this episode offers invaluable insights and practical strategies.

👉🏻 DOWNLOAD A COPY OF OUR BOOK SMALL BUSINESS BIG PROFIT FOR FREE: https://ultimate-fd.webflow.io/small-business-big-profit 

👉🏻 HOW FINANCIALLY FIT IS YOUR BUSINESS? Take the Ultimate FD Acid test to find out and have a bespoke report in less than 5 minutes!!! Take the test here: https://josh-dtlqxm7w.scoreapp.com/