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