The Ultimate FD Podcast

Joshua Keegan
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  • Entrepreneurship
  • Updated Weekly

ULTIMATE FD PODCAST

  1. Unlocking Recurring Revenue: The Game-Changer for Entrepreneurs

    19h ago

    Unlocking Recurring Revenue: The Game-Changer for Entrepreneurs

    Welcome back to another episode of Magic Moments ✨ In this episode I delve into the art and importance of establishing a recurring revenue model in your business setup. Recurring revenue not only ensures a more stable cash flow, covering overheads and potentially increasing net margins, but also enhances the intrinsic value of a business, making it more attractive for eventual sale. Throughout the episode, I outline the vital components of structuring a business with a modern touch of sustainability and profitability. With recurring revenue models such as subscriptions, service-based retainers, licensing, and even commissions, businesses can achieve a more predictable revenue stream.  I underscore the importance of having at least 20-30% net profit from recurring sources, allowing for greater freedom and less business volatility. Whether you are contemplating selling your enterprise or simply seeking a more efficient operational model, this episode is rich with insights for you. Did you enjoy this Magic Moment? Click here for the full episode.

    8 min
  2. EP#225 - Tax Talks - Real Problems faced by 7-Figure Entrepreneurs

    3d ago

    EP#225 - Tax Talks - Real Problems faced by 7-Figure Entrepreneurs

    In this episode Tej Gill and I dive deep into the intricate world of entrepreneurship, specifically focusing on the challenges faced by 7-figure business owners. This lively and insightful discussion provides listeners with a realistic view of the hurdles entrepreneurs face when building, scaling, and selling businesses.  My impassioned rant, something I rarely indulge in, is a highlight of this episode, reflecting the pressures and frustrations that often accompany entrepreneurial ventures. Throughout the episode, we discuss common issues such as burnout, talent acquisition, and the necessity of building a machine-like business structure for success. The conversation tackles the frequent underestimation of building a sustainable and profitable business and highlights the importance of systematic processes in preventing chaos.  Listeners gain valuable insights into distinguishing between stars and superstars in their team, the significance of reducing revenue volatility, and exploring the ultimate value of a business exit.  These key themes are intertwined with practical advice and real-world examples that make the episode not just informative, but also a motivational resource for entrepreneurs seeking to refine their 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/  👉🏻 DOWNLOAD THE AUDIOBOOK OF SMALL BUSINESS, BIG PROFIT HERE: https://www.audible.co.uk/pd/Small-Business-Big-Profit-Audiobook/

    1h 3m
  3. MAGIC MOMENTS: Unveiling Secrets Tax Accountants Don't Want You to Know

    May 27

    MAGIC MOMENTS: Unveiling Secrets Tax Accountants Don't Want You to Know

    Welcome back to another episode of Magic Moments ✨ Tej Gill and I delve into insightful discussions on optimizing tax strategies for entrepreneurs and businesses. I introduce a theory on why tax accountants frequently fall short of expectations, citing that the overexpansion of tax firms leads to diminished quality of service. The discussion explores how businesses can leverage organized financial presentation to improve the quality of advice received from tax professionals.  Tej highlights the benefits of maintaining polished financial records, which allow accountants to dedicate time to devising tailored tax-saving strategies instead of sorting through disarrayed data. We stress the significance of quality over quantity in client service at accounting firms. Tej shares insights into his business approach, limiting client numbers to prioritize excellence. The episode wraps up with a remarkable anecdote illustrating the responsive, high-quality service provided by Tej's firm, emphasizing how timely and organized financial management can yield considerable tax savings. Did you enjoy this Magic Moment? Click here for the full episode.

    5 min
  4. #224 - Dan Madge - How to De-risk £33M of Property Developments

    May 24

    #224 - Dan Madge - How to De-risk £33M of Property Developments

    In this episode, I sit down with Dan Madge, a trailblazing property developer who has successfully scaled his operations into multi-million pound developments.  Dan shares his inspiring journey from personal fitness to property mogul, driven by a strategic pivot to affordable housing in South Wales. This episode is a must-listen for anyone interested in risk management, advanced business modeling, and sustainable growth in property development. Through his unique approach, Dan has managed to balance significant enterprise growth while minimizing risk, making his model both efficient and resilient against market fluctuations. Exploring key strategies that helped him transform and de-risk his property business, Dan Madge offers an in-depth look into business partnerships and the importance of aligning with ethical collaborators. With a solid focus on providing affordable housing, Dan reveals how he navigates the challenges of property development, ensuring stability and profitability amidst economic uncertainty.  This episode delves into his actionable insights on maintaining longevity in business partnerships, interpreting financial data for business expansion, and leveraging smart work practices over hard work alone for overcoming the typical challenges faced by property developers. 👉🏻 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/  👉🏻 DOWNLOAD THE AUDIOBOOK OF SMALL BUSINESS, BIG PROFIT HERE: https://www.audible.co.uk/pd/Small-Business-Big-Profit-Audiobook/

    53 min
  5. Overnight Success? The Myth and Reality of Financial Freedom

    May 20

    Overnight Success? The Myth and Reality of Financial Freedom

    Welcome back to another episode of Magic Moments ✨ In this episode I speak to Joe O'Connor to explore transformative approaches to wealth building, productivity, and personal development. From challenging the use of the word "try" to a deep dive into Joe's invaluable life philosophies, this conversation provides listeners with motivational strategies for turning failures into successes.  Listeners are treated to profound discussions on the significance of honesty, integrity, and fairness, properties that form the cornerstone of Joe's personal and professional life. By examining the frameworks within Joe's Pathfinder program and reflecting on historical lessons and experiences, the conversation illuminates how failure and introspection can foster success.   This episode is a must-listen for those looking to fortify their mindset, improve efficiency, and pave their way to new opportunities in both business and personal life. Did you enjoy this Magic Moment? Click here for the full episode.

    12 min
  6. #223 - AI for the Rest of Us - 7 Tools to Increase your Margins

    May 17

    #223 - AI for the Rest of Us - 7 Tools to Increase your Margins

    In this episode of the Ultimate FD Podcast, I share seven AI tools I am running inside Ultimate FD right now to save time and increase margins without rebuilding how the business operates. I am not an AI expert or a coder. What I am is a finance professional who has spent the past year testing these tools in a real business, failing on some of them, and landing on what has made a genuine difference to the bottom line. On marketing, I walk through how I moved away from AI-generated copy that reads as obviously artificial and instead brought in a consultant to build a custom language model trained on ten years of my own LinkedIn posts. I also cover Whisper Flow, a tool that sits above every application on a Mac and converts speech to text instantly, and how pairing it with Gmail lets me write a professional email in under a minute. For finance and delivery, I cover Sift Reporting, which pulls data from Xero automatically and produces AI-generated summaries that clients can question through a built-in chatbot. I also walk through using Claude to run cash flow analysis, turning downloaded financial reports into usable insight in minutes rather than half a day of manual work. This episode is for finance professionals, business owners, and anyone managing a team who wants a straight account of where AI is saving real money and time right now. Everything covered here can be acted on immediately. 👉🏻 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/  👉🏻 DOWNLOAD THE AUDIOBOOK HERE: https://www.audible.co.uk/pd/Small-Business-Big-Profit-Audiobook/B0GJT8Q63B

    30 min
  7. MAGIC MOMENTS: The 80-Year Harvard Study that Reveals the Key to a Happier Life

    May 13

    MAGIC MOMENTS: The 80-Year Harvard Study that Reveals the Key to a Happier Life

    Welcome back to another episode of Magic Moments ✨ In this engaging episode Sebastien Page and I delve into wealth-building strategies and personal development insights, inspired by a notable Harvard study. The discussion emphasizes the importance of nurturing positive relationships, not only to bolster self-reported happiness and mental health but also to enhance physical well-being over the long term.  Sebastien Page highlights a crucial finding from an 80-year Harvard study led by Robert Wallinger, revealing that positive relationships are the key determinant of lifelong happiness and health.  The episode provides actionable strategies for individuals to navigate challenges effectively, prioritize impactful relationships, and optimize their personal and professional lives for sustainable success. Did you enjoy this Magic Moment? Click here for the full episode.

    9 min
  8. #222 - Tax Talks - Die with Zero Inheritance Tax - Advanced Trusts

    May 10

    #222 - Tax Talks - Die with Zero Inheritance Tax - Advanced Trusts

    In this episode of The UltimateFD Podcast, I sit down with Tej, a specialist tax adviser, to examine how business owners can use trusts to protect family wealth from inheritance tax across generations. Recent Labour government changes have brought pensions into the inheritance tax charge and pushed capital gains tax rates higher. Tej notes that over half the UK population now faces some level of IHT liability from rising property values alone, which makes early planning especially relevant for business owners who have built up substantial assets. We go through what a trust actually is: a separate legal entity with no owner, meaning assets held inside it never sit in anyone's personal estate and never attract inheritance tax on death. Tej explains the three parties involved: the settler who creates and funds it, the trustee who manages it (and can be the same person as the settler), and the beneficiary, who cannot also be the settler. We also cover the practical mechanics, including how a family investment company with different share classes can freeze the current valuation of a property portfolio and direct all future growth into trust-held shares that remain permanently outside any personal estate. Tej walks through the 10-year charge on trust assets above £325,000, the 45% income tax rate on trust income, and why starting this process early (by gifting shares into a trust every seven years) produces far better results than leaving it to a will. This episode is for any business owner with a property company, a trading business, or meaningful personal assets who has not yet thought seriously about where that wealth lands on death. Tax planning should not drive your decisions, but leaving the structure too late will cost far more than getting it right now. 👉🏻 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/  👉🏻 DOWNLOAD THE AUDIOBOOK HERE: https://www.audible.co.uk/pd/Small-Business-Big-Profit-Audiobook/B0GJT8Q63B

    57 min
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About

ULTIMATE FD PODCAST

Information

  • Creator
    Joshua Keegan
  • Years Active
    2022 - 2026
  • Episodes
    300
  • Rating
    Explicit
  • Copyright
    © 2022
  • Show Website
    The Ultimate FD Podcast

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