WealthTalk - money, wealth and personal finance.

Kevin Whelan and Christian Rodwell
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership

  1. -1 J

    How the 2026 Tax Changes Will Impact Your Business and Property Wealth

    In this episode of WealthTalk, Christian Rodwell is joined by Omar Aswat, Chartered Tax Adviser and founder of ASWATAX, to unpack the urgent changes coming to Business Property Relief (BPR) in April 2026 and what they mean for business owners and property investors. Omar explains how the new BPR limits could expose significant business value to inheritance tax, highlights the practical steps you should be taking now, and delves into strategies like family investment companies, trusts, and smart incorporation. The discussion also covers the impact of Section 24 on landlords, practical tax-saving tips for business owners, and succession planning tools for those looking to future-proof their wealth. Whether you’re scaling a business, building a property portfolio, or planning your exit, this episode is packed with actionable insights to help you stay ahead of the curve. Key Takeaways Major Change to Business Property Relief (BPR) in 2026From April 6, 2026, BPR will only exempt £1 million of value per trading company/group from inheritance tax (IHT); any value above will be taxed at 20%.Urgent need for business owners to review structures and plan ahead.Who Is Affected?Owners of trading companies/groups with assets above £1 million.Property investment companies already subject to IHT—this rule change doesn’t benefit or worsen their position.Mitigation & Planning StrategiesFamily investment companies (FICs)Growth and freezer sharesDiscretionary trustsGifting, sale acceleration, and succession planningCase-by-case: bespoke advice is essentialSection 24 & Incorporation for Property InvestorsSection 24 restricts mortgage interest relief for personally held property; incorporation can offer tax savings but must be weighed against capital gains and stamp duty costs.Comparative calculations are vital before transferring property into a company.Inheritance Tax Allowances Explained£325,000 nil-rate band per person, plus £175,000 residence nil-rate band (if passing main home to direct descendants).Married couples can combine for up to £1 million, but the rules are technical and not inflation-linked.Family Investment Companies (FICs)FICs provide flexibility in dividend planning, control, and succession.Can be set up new or by converting existing companies; often used in combination with trusts for asset protection.Smart Moves for Business OwnersAlphabet shares for flexible dividend planning.Utilise directors’ loan accounts, charge rent for company premises owned personally, and salary sacrifice schemes.SSAS pensions remain a powerful, underused tool.Planning for Exit or SaleEarly, proactive planning is essential—some reliefs require shares to be held for 24+ months.Options: third-party sale, management buyout, employee ownership trust (EOT), company purchase of own shares, or new holding company.EOTs: allow sale for 0% CGT if structured correctly, but success depends on a strong management team post-sale.Omar’s Experience & PodcastOver a decade in finance, founder of ASWATAX (Leicester & London).Hosts “Talking Tax Podcast,” covering EOTs, IHT, R&D, and more.Contact DetailsWebsite: www.aswatax.co.ukEmail: omar@aswatax.co.uk or taxadvisory@aswatax.co.ukPractical Tips Don’t delay—review your business and property structures now ahead of April 2026.Always seek bespoke, specialist advice before making structural tax decisions.Consider both current and future family/succession needs in your planning.Use comparative calculations to assess incorporation or restructuring benefits.Mention WealthBuilders if contacting Omar for tailored support.Resources Mentioned Join the Inheritance Tax Guide WaitlistWT103 - Employee Ownership Trusts w/ Chris BuddWT295 - The Exit Roadmap: How to Sell Your Business for Maximum Value w/ Chris SpratlingConnect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

    50 min

  2. 18 SEPT.

    21 Ways to Create Recurring Income

    In this episode, Kevin and Christian break down 21 practical ways to generate recurring income, drawing on the WealthBuilders “Seven Pillars of Wealth” framework. They explore both traditional and entrepreneurial strategies, offering actionable ideas for homeowners, business owners, investors, and anyone looking to build more reliable income streams. Whether you’re just starting your wealth-building journey or looking to diversify, you’ll gain fresh insights, real-life examples, and clear steps to help you take action and move closer to financial independence. Key Takeaways The Seven Pillars of Wealth:Understand the core asset classes—home capacity, pensions, investments, property, business, intellectual property, and joint ventures—and how each can generate recurring income.21 Practical Income Ideas:Learn actionable strategies within each pillar, from renting out a room in your home to leveraging intellectual property and collaborating on joint ventures.Traditional vs. Entrepreneurial Pillars:Discover the difference between “parked money” assets (like your home or pension) and proactive, entrepreneurial pillars (like business and IP) that can accelerate your path to financial independence.Customising Your Wealth Plan:Why you don’t need all seven pillars—just a focused approach on the ones that fit your skills, resources, and interests.Real-Life Examples:Hear stories from WealthBuilders members who’ve used these strategies, including creative uses of SSAS pensions, building property portfolios, and launching subscription businesses.Community & Collaboration:The power of learning from others, sharing ideas, and building wealth together within a supportive community.Episode Highlights The “light bulb moment” of seeing wealth through the lens of recurring incomeHow to assess your current income streams and spot new opportunitiesStep-by-step examples for each pillar, including:Home capacity: Rent-a-room, equity release, creative use of spacePensions: SSAS loanbacks, consolidating lost pensions, lending from your pensionInvestments: Dividend stocks, options trading, crowdfundingProperty: Rental income, commercial-to-residential, rent-to-rent strategiesBusiness: Subscription models, membership sites, gateway/affiliate businessesIntellectual Property: Books, courses, licensing, franchisingJoint Ventures: Referral income, strategic partnerships, collaborative dealsThe importance of taking action—choosing one or two strategies to startHow to avoid common pitfalls like “delegating into abdication” with your assetsResources Mentioned WealthBuilders’ “Seven Pillars” frameworkWhat is a SSAS PensionGovernment pension tracing servicesConnect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

    36 min

  3. 10 SEPT.

    300 Episodes of Wealth: Celebrating the Journey & Shaping the Future

    This week marks a major milestone for WealthTalk as Christian Rodwell and Kevin Whelan celebrate the 300th episode of the podcast. The duo reflect on six years and seven months of weekly episodes, share key listener stats, and discuss how WealthBuilders has evolved—and where it’s headed next. They highlight the importance of family, recurring income, and legacy, and preview upcoming changes in content and focus, including the impact of new inheritance tax rules and the growing relevance of women in wealth. Listeners are invited to join the conversation, share feedback, and help shape the future of WealthTalk. Key Topics Covered Celebrating 300 Episodes:Launched in February 2019; over six years of consistent weekly content.Gratitude to loyal listeners, including some who have listened to every episode—twice!Top 3 Most Downloaded Episodes:How to Create a Family Trust Fund (Ep. 122, with Paul Brooks)From Zero to £20,000 a Month – A Property Journey (with Heather Smale)The Seven Pillars of Wealth (Kevin’s book and framework)WealthBuilders Philosophy:Wealth is about more than money: it’s about family, recurring income, community, and legacy.The importance of holistic and family-oriented financial planning, not just individual advice.Moving away from siloed, percentage-based advice toward fixed, results-driven fees.Looking Ahead:Upcoming focus on inheritance tax changes and their impact on families (April 2027).Plans for a new guide and waitlist for those affected: wealthbuilders.co.uk/iht.Increasing attention to women and wealth, especially in light of the generational wealth transfer.Embracing technological change: AI, digital currencies, and the evolving financial landscape.Community & Feedback:Listeners encouraged to provide feedback, suggest topics, and leave reviews (wealthbuilders.co.uk/reviews).Plans to feature more case studies, topical content, and diverse presenters.Legacy & Future Direction:WealthBuilders aims to help clients create, build, protect, and pass on wealth and wisdom.Focus on family charters, values, and genuine legacy planning for future generations.Practical Tips Review Your Family’s Financial Planning:Consider collective strategies for savings and investments to maximise benefits and reduce costs.Plan for Inheritance Tax:Stay informed about upcoming changes and take early action to protect your family’s legacy.Get Involved in the Community:Share your feedback, ask questions, and let the WealthBuilders team know what topics matter most to you.Leave a Review:Help WealthTalk reach more people by leaving a quick review on your favourite platform.Links & Resources Join the Inheritance Tax Guide WaitlistLeave a ReviewTop 3 Most Downloaded Episodes: WT122 - How To Create A Family Trust Fund  - SSAS Pensions, what WB are well know for, and also Family directionFrom Zero to £20k/month w/ Heather Smail - interviewing successful entrepreneurs across business, property and investing[Bonus] AudioBook: The 7 Pillars of Wealth, Kevin Whelan - the core IP of WealthBuilders, taught in the Academy which we launched at the same time as the podcast early 2019Seven Pillars of Wealth BookQuotes “Wealth is not just about money—it’s about family, recurring income, and legacy.”“There’s a lack of wisdom being transferred to the next generation. We want to change that.”“Confused minds are the very fuel for a financial industry that tries to keep people in the dark. We want to bring clarity.”Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

    22 min

  4. 4 SEPT.

    How Women Can Overcome Wealth Challenges with Tracy Hilliard

    In this episode, Christian Rodwell speaks with Tracy Hilliard about the unique challenges women face on the journey to financial independence. Tracy shares her personal transformation—from financial insecurity to independence in under five years—and discusses the societal, educational, and confidence-related barriers that often hold women back. The conversation also introduces the WealthBuilders for Women programme, designed to provide tailored support, education, and community for women ready to take control of their finances. Key Topics Covered Why Wealth-Building is Different for WomenThe impact of societal expectations and traditional rolesLack of confidence and financial educationThe gender pay and pension gaps, and their long-term effectsBarriers to Financial IndependenceGender pay gap: women earn on average 13% less per hourPension gap: women’s average pension pot is less than half men’s (£39k vs £84k)Women typically live longer, requiring more financial security in later lifeTracy’s Wealth JourneyStarted with limited financial knowledge and confidenceUsed the WealthBuilders process: mapped assets, consolidated pensions, and diversified investments (stocks, crypto, property)Achieved financial independence in under five years by focusing on asset income and recurring revenueLessons for Women in WealthThe importance of taking stock: knowing where your money and assets areBuilding confidence through education and community supportSimple steps like setting up ISAs and writing willsThe power of learning from others and asking questions in a supportive environmentIntroducing WealthBuilders for WomenA new programme in development, led by Tracy, focused on education, support, and connectionDesigned for women, shaped by women’s input and needsWaitlist now open: no commitment, just an opportunity to express interestPractical Takeaways Take stock of your finances: list your assets, pensions, and savingsDon’t be afraid to ask “basic” questions—education is keyUse tax-efficient investment vehicles like ISAs, even with small amountsThe right community can boost your confidence and accelerate your resultsWriting a will is a simple but crucial step for protecting your wealth and familyCall to Action If Tracy’s story resonates with you and you’d like to be part of a supportive community focused on women’s wealth-building, join the waitlist for the WealthBuilders for Women programme. No cost, no commitment—just the first step towards your financial independence. Resources Mentioned: Join the Waitlist: WealthBuilders for WomenConnect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

    41 min

  5. 20 AOÛT

    AI Debates the Wealth Blueprint: Building Financial Independence

    In this week’s episode, we take a new approach—using AI to debate and unpack Kevin Whelan’s “The 7 Pillars of Wealth: Your Guide to Complete Financial Independence in the 21st Century.” Drawing on the WealthBuilders philosophy, we explore the actionable blueprint for building lasting wealth, why the old rules no longer work, and how anyone can start their journey to financial independence—regardless of their starting point. Key Topics Covered: The 21st Century Wealth ParadigmWhy wealth-building today is about more than just accumulating moneyThe shift from individual to collaborative wealth creationKevin Whelan’s Blueprint: The Pantheon AnalogyThe structure: a solid foundation, seven pillars, and a protective roofThe guiding principle: Never let a month go by without building wealthThe Foundation: Financial SmartnessFour key areas:Debt smart: Manage or eliminate debt strategicallyTax smart: Use tax advantages legally and intelligentlyBill smart: Optimise regular expenses to free up capitalSure smart: Protect your plan against the unexpectedThe Roof: The Three L’sLegal: Wills, trusts, and asset ownershipLegacy: Passing on wealth and purposeLegend: Sharing financial wisdom to build an enduring legacyThe 7 Pillars of WealthHome Equity – Leveraging your home as an asset, not just a liabilityPensions – Unlocking the power of pensions for current and future wealthInvestments – Building confidence and protecting against market volatilityProperty Portfolio – Beyond buy-to-let: creative property strategiesBusiness – Working on your business, not just in it, for maximum ROIIntellectual Property – Monetising your ideas and expertiseJoint Ventures – The power of collaboration to accelerate wealthThe New Financial RealityThe “triple whammy”: Demise of final salary pensions, unreliable state pensions, and low annuity ratesWhy the next generation faces new challenges—and opportunitiesMindset Shifts & Practical StepsThe importance of a personal “why” as your catalystThe new declaration of financial independence: Seven core values for WealthBuildersThe three stages of asset income: Security, Independence, AbundanceCommon Traps and How to Avoid ThemThe “five C’s”: Consumed, Capacity, Complexity, Confusion, CatalystWhy a multi-pillar mentor and strategic plan are now essentialPractical Takeaways Every financial decision should move you closer to building wealth—there are no neutral choices.Identify your “financial independence number”: the monthly asset income you need for the life you want.Embrace collaboration—joint ventures can unlock exponential growth.Focus on legacy: True wealth is about passing on values and wisdom, not just money.Take action: Decide “how much, by when?” and commit to your own journey.Resources Mentioned: Download 'The 7 Pillars of Wealth' eBook by Kevin WhelanConnect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

    23 min

  6. 13 AOÛT

    Mastering Project Delivery for Maximum Profit w/ Paul Tinker

    In this episode of WealthTalk, Christian Rodwell sits down with Paul Tinker, founder of the Construction Training Academy. Paul shares his journey from a disciplined career in the army to delivering over £300 million in construction projects and eventually launching a business focused on training and mentoring others in the property and construction sectors. Paul uncovers the biggest overlooked opportunities in the industry—emphasising the importance of business acumen over technical skill, and the value of bridging the gap between property developers and construction professionals. He introduces his “CLARITY” framework for project pricing and management, which has helped clients dramatically increase their project values and professionalism. Listeners will hear Paul’s practical insights on creating income streams beyond hands-on building, such as consulting, project management, and pre-construction services. He also discusses leveraging pensions for property investment, the critical role of mindset and community, and lessons learned from both failures and successes along his entrepreneurial journey. Paul’s story is a testament to the power of systems, resilience, and the willingness to pass on knowledge to others. The episode wraps up with actionable advice for newcomers to property or construction, ideas for building recurring income, and details on how to connect with Paul and his thriving community. Key Topics Covered Paul’s Background:14 years in the army, then corporate construction managementDelivered over £300 million in projects, 3,000+ refurbishmentsTransitioned to entrepreneurship and training after seeing industry gapsOpportunities in Construction & Property:The biggest opportunity is becoming business-savvy, not just skilledThe gap between property developers/investors and construction professionalsImportance of bridging business and compliance for better project outcomesFrameworks for Success:Introduction to Paul’s “CLARITY” framework for project pricing and managementComplete inclusions, listed exclusions, assumptions, requirements, investment total, terms, and unique selling pointsReal-world example: Client increased average quote from £3k to £158k using this approachIncome Streams Beyond Building:How to generate income in construction/property without being hands-onConsulting, project management, pre-construction services, and working with estate agentsLeveraging pensions (SSAS) for property and business investmentMindset & Lessons Learned:Mindset, courage, and strategy as the keys to successCommunity and collaboration: Growing a 7,200+ member Facebook groupLearning from failures: The importance of market-testing before launching productsCareer & Life Lessons:Discipline and process from the army applied to businessThe entrepreneurial journey: From corporate to self-employed, overcoming setbacksThe importance of passing on knowledge and mentoring othersPractical Tips for Newcomers:Advice for those with capital but no time or experience:Hire a project manager/consultant, or invest in education tailored to your learning styleHow to select the right support and training for your goalsUpcoming Events & How to Connect:Free networking day: 30th August, Brecon BeaconsRetreat in Cyprus launching in 2027Best place to connect: Construction Training Academy Facebook groupActionable Takeaways Don’t just focus on skills—develop business acumen for long-term successUse structured frameworks for pricing and project managementExplore recurring income streams like consulting and pre-construction servicesLeverage your pension for property investment opportunitiesMindset and community are as important as strategyAlways test demand before launching a new product or serviceResources Mentioned: Check out Paul Tinker’s website: https://www.constructiontrainingacademy.com/Connect with Paul on Facebook: https://www.facebook.com/constructionmasterclassFollow Paul on TikTok: https://www.tiktok.com/@paultinkerDownload the free Inheritance Tax Guide here: https://wealthbuilders.co.uk/IHTTake the Wealth Dynamics test here: https://www.wealthbuilders.co.uk/wealth-dynamicsSee if you qualify for a SSAS pension by filling out this form: SSAS Eligibility FormConnect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

    48 min

  7. 6 AOÛT

    The Executor Trap: How Government Changes Put Your Family’s Inheritance in Jeopardy

    In this episode, Christian and Kevin revisit the hot topic of the government’s proposed inheritance tax (IHT) changes affecting pensions from 2027. Following a surge in listener interest, they clarify what’s changed, who’s now responsible, and what practical steps listeners must take to protect their wealth and family. Key Discussion Points: Background:The government plans to tax pensions on death, a major shift from past policy.The responsibility for reporting and paying this tax will now fall on personal representatives (executors), not financial services companies.Why This Matters:Most executors are chosen for trust, not financial knowledge.Executors are now legally liable for getting it right – mistakes could mean personal financial penalties.Practical Risks:Many people don’t know where all their pensions are or which are taxable.Appointing a professional executor (like a bank) could cost families a significant portion of their inheritance, sometimes unnecessarily.Action Steps:Review your will and your choice of executors.Ensure your executor is financially savvy or has access to professional advice.Consolidate pensions where sensible for simplicity and clarity.Avoid defaulting to professional institutions as executors without understanding the costs.WealthBuilders’ Support:WealthBuilders is creating two practical guides:For those making a will (how to choose an executor)For executors (what their new responsibilities entail)Guides will be available soon at wealthbuilders.co.uk/IHT and wealthbuilders.co.uk/executorFinal Advice:Awareness is key: know your assets, your will, and your executor’s readiness.Take action now—don’t wait until it’s too late.Call to Action: Sign up for the forthcoming guides at wealthbuilders.co.uk/IHTReview your will and executor choicesShare this episode with anyone who has a pension and a familyContact WealthBuilders with questions or to book a call via the websiteResources Mentioned: Download our free guide on inheritance tax changes for pensions: wealthbuilders.co.uk/IHT Be the first to access our upcoming Guide for Executors — register your interest here: wealthbuilders.co.uk/executorCatch up on WealthTalks episode on IHT changes: How to Protect Your Pension from Inheritance Tax Changes Coming in 2027Connect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

    20 min

  8. 30 JUIL.

    The Exit Roadmap: How to Sell Your Business for Maximum Value w/ Chris Spratling

    In this episode, Christian Rodwell welcomes Chris Spratling—seasoned entrepreneur, advisor, and author of “The Exit Roadmap: The Insider’s Guide to Selling Your Business Profitably.” With over 30 years’ experience in scaling, buying, and selling businesses, Chris shares vital insights on preparing for a successful business exit, maximising value, and planning for life beyond the sale. Key Topics & Takeaways Chris’s Background & Relationship with WealthBuildersOver 30 years’ experience in business exits and scalingLongstanding collaboration with Kevin Whelan and the WealthBuilders communityThe Seven Pillars of Wealth & Business as a PillarImportance of integrating business, property, and intellectual property in wealth strategiesUsing SSAS pensions and commercial property for long-term planningWho Chris HelpsFocus on ambitious SME owners (turnover £2M–£30M)Chalk Hill Blue’s approach to scaling and preparing businesses for exitWhy Most Business Owners Struggle to Exit Successfully80% of personal wealth often tied up in the businessLess than 20% of businesses listed for sale actually sellCommon pitfalls: overestimating value, lack of preparation, misunderstanding buyer motivationsStages of Preparing for a Business ExitSeller Readiness: Clarifying motivations, financial needs, and post-exit plansBusiness Readiness: Building value through 10 key drivers (growth, scalability, recurring revenue, differentiation, reduced reliance on individuals/customers, strong processes, etc.)Process and Systems: Importance of automation, AI, and streamlining tasks to ensure business runs without the ownerQuick Wins for Business OwnersAssess current financial position and retirement gapUse Chalk Hill Blue’s free Exit Readiness Survey for personalised feedbackFocus on one or two value drivers for immediate impactThe Role of AI and AutomationEmbracing AI for efficiency, productivity, and future-proofing business operationsReal-world examples from Chris’s clients and his own accountancy practiceFamily Business TransitionsImportance of education and tailored succession planningCreating freedom and options before selling or stepping backTimeline for Selling a BusinessRealistic prep: 2 years to get “sale-ready,” plus 9–12 months to complete a saleMost deals involve staged payments and handover periodsFinding Buyers and Structuring the DealImportance of assembling a deal team (IFA, tax, legal, corporate finance)Different exit routes: trade sale, management buyout, employee ownership trust, family office, etc.Creating competition to maximise sale priceLife After ExitPlanning for the “next chapter” to avoid post-sale regret or loss of identityPractical Tips Start exit planning early—ideally at least 2 years in advanceFocus on building recurring revenue and reducing reliance on the ownerUse automation and AI to streamline processes and increase business valueEducate and engage the next generation for family business continuityAssemble a strong advisory team for the exit processResources Mentioned Grab a copy of Chris Spratling's book: “The Exit Roadmap: The Insider’s Guide to Selling Your Business Profitably” Check if you are you truly ready to exit. Take the Exit Readiness Survey It's a free, personalised exit readiness report.Contact Chris:Chris Spratling on LinkedinChris Spratling WebsiteWT103 - Employee ownership trusts w/ Chris BuddWT38 - The 8 Drivers Of Business Value - Richard PerryConnect with Us: Listen on Spotify, Apple Podcasts, YouTube, and all major platforms.For more inspiring stories and actionable tips, subscribe to Wealth Talk and leave us a review!Next Steps On Your WealthBuilding Journey:  Join the WealthBuilders Facebook CommunitySchedule a 1:1 call with one of our teamBecome a member of WealthBuildersIf you have been enjoying listening to WealthTalk - Please Leave Us A Review!If you enjoyed this episode, please rate and review WealthTalk on your favourite podcast platform

    59 min
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À propos

Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership

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