Выпусков: 52

The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.

The Financial Life Coach Podcast The Financial Planning Training Academy

    • Инвестиции

The official podcast of The Financial Planning Training Academy. Hosted by Steve Martin and Damien Rylett. If you are Financial Adviser or Planner who is passionate about getting better, you have come to the right place. This is a series of conversations with the leading lights in financial services who are willing to share their knowledge.

    True entrepreneurs seek and live for the challenge - with Michael Smith

    True entrepreneurs seek and live for the challenge - with Michael Smith

    * 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 ‬

    • 1 ч. 13 мин.
    It’s all the planning - Neil & Helen Bailey

    It’s all the planning - Neil & Helen Bailey

    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

    • 1 ч. 26 мин.
    Boiling The Frog Slowly - with Ruth Sturkey

    Boiling The Frog Slowly - with Ruth Sturkey

    @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

    • 1 ч. 9 мин.
    Lee Robertson - selling to the team, protecting the business for them and their clients

    Lee Robertson - selling to the team, protecting the business for them and their clients

    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

    • 1 ч. 25 мин.
    Mergers, acquisitions and EOT’s - Barry Horner

    Mergers, acquisitions and EOT’s - Barry Horner

    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.

    • 1 ч. 8 мин.
    All good things come to those that wait - Damien Rylett

    All good things come to those that wait - Damien Rylett

    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.

    • 1 ч. 27 мин.

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