• “I sold my business for millions, and then tragedy struck.” An Inspiring Story of Success, Passion, and Resilience - Elizabeth Hopkins
    Aug 22 2024

    Send us a Text Message.

    My guest, Elizabeth Hopkins, candidly shares her inspiring journey through the ups and downs of life as a founder entrepreneur who has experienced everything that life has to offer, including scaling a business to a multi-million-pound exit, but then having to deal with the worst kind of tragedy immediately after.

    As Liz mentions, she’s recently become a client of our financial planning business, and in the time I’ve known her, I’ve been blown away by her positivity, resilience, and sense of fun.

    She encapsulates what it takes to be an entrepreneur, and frankly, that's why I started this podcast—to enjoy inspiring conversations with business owners and then share them with the world!

    • You’ll learn about the vital importance of focussing on a niche market, which you can dominate when others fight it out as generalists.
    • Liz shares something really interesting that no one has ever talked about in the past—her decision to run a lifestyle business for many years and enjoy lots of time with her family as they were growing up and then very intentionally pivot to a growth business and target a multi-million-pound exit. She believed you could have the best of both worlds - and did!
    • She then candidly explains the tragic circumstances when, a week after the business was sold, her husband and business partner had a brain tumour and died. Her story of survival and resilience is nothing short of remarkable and a true inspiration to all of us.


    This is an incredible conversation and I hope it encourages you and inspires you.

    Ladies and gentlemen, I give you Elizabeth Hopkins.

    Links

    https://www.linkedin.com/in/elizabethspencerphillips/

    https://www.juliasamuel.co.uk/

    https://apps.apple.com/gb/app/grief-works-self-care-love/id1558867513


    This podcast is produced by GR Media
    Sponsored by Capital Asset Management

    Show more Show less
    1 hr and 25 mins
  • John Rood: Beyond the Exit - An Entrepreneur's Blueprint for Life After Sale.
    Aug 8 2024

    Send us a Text Message.

    Our guest, John Rood, hails from Chicago, USA. John and his wife built an education business which they later sold to a private equity firm for a life-changing sum of money.

    And to some degree, that’s where his problems started...

    ‘Life after exit’ was far from plain sailing for John, despite the fact that he was now financially secure. He went through a number of changes and realised that he was not prepared for the life transition and new set of challenges he faced as a wealthy ex-business owner.

    He recognised that there was no blueprint or How-To guide for business owners who sold up and needed to navigate the next chapters of their lives - and so he wrote one!

    John’s book Beyond the Exit charts his own journey but also provides valuable insights from his conversations with over 70 other exited entrepreneurs who’ve been on similar journeys and which we discuss during the conversation.

    We also discuss:

    • The 3 Things You Must Do Before You Sell Your Business and how to prepare yourself for life after exit - and what he’d do differently if he were ever to sell a business again..
    • The 5 most popular activities for entrepreneurs after they sell - and why you should avoid most of them!
    • We explore the concept of how much money is enough, a truly fascinating subject that has more to do with psychology than maths.

    And John shares a great story about how he lost out to Sam Altman, the founder of Open AI when he was planning to invest some of his new-found wealth in a tech startup!

    So much wisdom shared - and so now, ladies and gentlemen, I give you Mr John Rood.

    Links:

    Beyond the Exit

    What Happens When You Get What You Want?: Success and the Challenge of Choice

    Finish Big: How Great Entrepreneurs Exit Their Companies on Top: Amazon.co.uk


    This podcast is produced by GR Media
    Sponsored by Capital Asset Management

    Show more Show less
    1 hr and 20 mins
  • Marc Adams - Secrets to 10xing Your Business Value and Cashing Out Tax-Free
    Jul 11 2024

    Send us a Text Message.

    My guest today, Marc Adams, is the author of a book by the same title and has spent nearly four decades deep in the trenches of business and entrepreneurship. His extensive experience, from a career in corporate life to setting up his own business, has given him a unique perspective on the ups and downs of life as an entrepreneur.

    A cancer diagnosis in 2020, giving him six months to live, compelled him to write a book about everything he knows about business building, creating entrepreneurial value, and exiting in the most tax-effective way.

    Happily, Marc overcame the diagnosis and is now in good health, providing advice and consultancy to founders keen to benefit from his knowledge and experience.

    During our conversation, Marc unpacked some steps you can take to increase revenue, reduce costs, and multiply your company’s value.

    • He explains how he helped a company reduce its costs by over £2 million and redeploy that capital to fuel future growth.
    • He explains what so many businesses have got wrong about their website and digital presence and how they can improve it and drive sales.
    • He also shares some smart ideas on getting financially organised ahead of a sale to minimise the tax burden on founders when they sell their company.
    • And as someone who only a few years ago was staring death in the face after his terminal diagnosis, Marc's view of what true wealth means is well worth hearing.


    He goes through so much more, and we could have gone on for another hour and still not covered everything!

    Check out the show notes for links to some fabulous resources Marchas offered for free to listeners on this podcast, including a complementary diagnosis of your current business based on the advice in his book.

    Ladies and gentlemen, I give you Mr Marc Adams.

    Links:

    https://www.linkedin.com/in/1marcadams/?originalSubdomain=uk

    Secrets To 10Xing Your Business: And Cashing Out Tax-Free: Amazon.co.uk

    The Secrets to 10xing your business and Cashing Out Tax-Free Scorecard?

    Acquisitions4You

    Russell Brunson Collection 2 Books Set (Expert Secrets, Dotcom Secrets): Amazon.co.uk

    How To Make Offers So Good People Feel Stupid Saying No (Acquisition.com $100M Series Book 1) eBook : Hormozi, Alex


    This podcast is produced by GR Media
    Sponsored by Capital Asset Management

    Show more Show less
    1 hr and 9 mins
  • Josh Keegan - Key Lessons in Building A Thriving, High Profit Business: The Secrets Your Accountant Didn't Tell You.
    Jun 27 2024

    Send us a Text Message.

    This podcast is for entrepreneurs, reverse engineering the formula for successful scale, sale, and exit—inspired conversations with world-class entrepreneurs and the specialists who support them.

    I came up with that strapline when I launched the pod a couple of years ago, as that’s exactly what I wanted to create—a resource that, if you’re a business owner or aspiring entrepreneur, you can tap into and learn from those who were perhaps a few years ahead of you on the journey.

    Then, you can apply the lessons learned and the wisdom shared.

    In many ways, today’s guest, Josh Keegan, is the perfect guest for the pod.

    A chartered accountant and successful entrepreneur, he has started, scaled, and exited several businesses and, in his current role, applies his experiences to help over 100 business owners.

    I recently read his book Small Business Big Profit and I loved the way he used his experiences - good and bad to codify precisely how to create a successful business.

    During our conversation, Josh shared how facing a financial black hole in his business that could have been terminal forced him to rethink how a business should operate, particularly regarding all-important financials.

    He explains why he decided to sell his business just as he’d got it into great shape. It was working like a dream, and he needed to spend only 90 minutes a week working in it.

    He breaks down his three-part framework and the specific actions you should take to achieve organisation, structure, and control.

    He also shares valuable insight into the right approach to improving your pricing and creating greater profits and enterprise value.

    And listen towards the end of our conversation when Josh explains the surprising method he uses to eliminate stress and anxiety—he recommends it to every entrepreneur and guarantees its effectiveness!

    He also provides links to many free resources, including frameworks and templates, that you can download and use immediately in your business.

    Before we hear from Josh, I'd like to ask you for a quick favour.

    As you know, this podcast production is a labour of love. There are no annoying advertisements or walls, but it does take time and effort to create.

    So, if you've benefited from listening to the conversations, I’d be grateful if you could head to the Apple Podcasts platform and leave a five-star review and perhaps a few positive words.

    Also, remember to hit the subscribe button to receive the latest episode as soon as it's available.

    But now, without further delay, a masterclass in building a financially fit business.

    Ladies and gentlemen, I give you Mr Josh Keegan.


    Links

    https://www.ultimatefd.co.uk/about

    https://www.linkedin.com/in/joshua-keegan/?originalSubdomain=uk

    https://www.instagram.com/the_ultimate_fd?igsh=bmJkbWtxNWlrM2J0

    https://www.property-entrepreneur.co.uk/daniel-hill/

    https://www.amazon.co.uk/Last-Lecture-Achieving-Childhood-Lessons/dp/0340978503


    This podcast is produced by GR Media
    Sponsored by Capital Asset Management

    Show more Show less
    1 hr and 8 mins
  • Phil Bray - From Failure to Success; “I lost my business, my house and my car - and then used the lessons I learned to build a successful business”
    Jun 13 2024

    Send us a Text Message.

    This podcast is for business owners and entrepreneurs - reverse engineering your way to success through inspiring conversations.

    And the conversation you're about to hear is truly inspiring.

    I'm conscious that many of the guests I've had on the podcast over the last couple of years have shared stories of incredible success.

    But anyone who’s been in business for any length of time knows the significant challenges and difficulties of entrepreneurship.

    And no one knows that better than today's guest, Phil Bray, founder of the Yardstick Marketing Agency, which is growing fast and going from strength to strength.

    However, during his business journey, Phil faced overwhelming challenges, eventually losing everything—his business, his house, even his car!

    At the same time, his relationship fell apart, and he had a 5-year-old son to care for.

    This is a story of passion, resilience, and retaining a positive mindset despite overwhelming difficulties. I hope it encourages you if you’re ever going through a tough time.

    During our conversation,

    • Phil shared how his ambitious business plans came crashing down when the great financial crisis of 2008 hit - and the one thing he would never do again and recommends business owners avoid at all costs.
    • He explains how he built personal resilience and managed to get through the toughest time of his life.
    • Applying the lessons he learned,Phil provides a four-part ‘blueprint’ for business growth—priceless advice for all ambitious business owners.

    And listen closely towards the end of our conversation when Phil shares his thoughtful definition of ‘True Wealth’ - I promise every business owner will relate to it!

    Ladies and gentlemen, I give you Mr Phil Bray


    Links:

    https://theyardstickagency.co.uk/about-us/phil

    https://www.linkedin.com/in/phil-bray-yardstick?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app


    Never Split the Difference: Negotiating as if Your Life Depended on It https://amzn.eu/d/3qJrwzx


    The Happy Index: The Sunday Times bestseller packed with management tools and leadership advice for a happier, healthier workforce
    https://amzn.eu/d/0EzRkKO


    This podcast is produced by GR Media
    Sponsored by Capital Asset Management

    Show more Show less
    1 hr and 6 mins
  • S03E19 - Joanna Jensen, founder of Child’s Farm (£40m exit) on what it really takes to succeed as an entrepreneur.
    May 30 2024

    Send us a Text Message.

    Joanna Jensen is the founder of Child's Farm, the hugely successful baby and child skincare company that was recently sold for £40m.

    This is one of the most inspiring conversations I’ve had since we launched the podcast. Joanna is a fabulous storyteller, and her enthusiasm is infectious!

    Hers is an amazing story of grit, resilience, and sheer determination to succeed against the odds.

    Joanna battled cancer, surgery, and a divorce, all while building her business.

    She funded it in the early days with credit cards, renting out rooms in her house, and even selling jewellery!

    She started the business out of necessity. In fact, 99% of female consumer brand entrepreneurs created their company out of a personal need. They needed something in their own lives that didn't exist, so they started a business to fill the gap in the market—and that’s what Joanna Jensen did to help one of her children who had very sensitive skin.

    • Joanna discusses the importance of sheer hard work, taking complete responsibility for one's decisions, and not blaming others.
    • She explains why it’s important to build your ‘tribe’. She found that many other people had similar issues with their children’s skincare and leveraged the press and social media to create a movement of like-minded advocates.
    • And as we’re now in the campaigning period for the general election, Joanna has some words of advice for all politicians about the vital importance of SMEs and entrepreneurship in the UK to ensure a vibrant economy—she doesn't mince her words!

    There were so many gems of wisdom in this conversation and it should be shared with as many business owners and aspiring entrepreneurs as possible.

    Business can be tough and this conversation could just be the inspiration they need.

    I give you Joanna Jensen, one of the UK’s greatest female entrepreneurs.

    Links

    https://www.linkedin.com/in/joannajensenuk/

    https://www.childsfarm.com/

    https://buywomenbuilt.com/

    https://femalefoundersrise.com/


    This podcast is produced by GR Media
    Sponsored by Capital Asset Management

    Show more Show less
    1 hr and 29 mins
  • S03E18 - Alexis Sikorsky - The True Story of Selling My Company to Private Equity for $100 Million
    May 16 2024

    Send us a Text Message.

    Welcome back to the Bulletproof Entrepreneur podcast, where we delve into the minds of experienced entrepreneurs and uncover their secrets to success.

    I’m your host, Alan Smith, and I’m really excited to bring you my conversation with today’s guest, Alexis Sikorsky.

    Alexis is an entrepreneur who built a software business from the ground up and eventually negotiated a sale to private equity for over $100m.

    I’ve just read his new book, "Cashing Out: A Business Owner’s Guide to Selling to Private Equity".

    It’s a great book, as he dives deep into the details of life as a founder—the downs as well as the ups. I encourage you to buy it immediately and read it cover to cover!

    During our conversation, Alexis shares lots of great stories, such as

    • How he agreed to a sale valuation based on a multiple of his very ambitious future forecasts at a time when his company was barely breaking even.
    • He explains Why he thinks that raising capital should be avoided at all costs for most businesses — a very different view from the one held by the VC world,
    • He also outlines the vital importance of being a ‘benevolent dictator’ when growing your business, as democracies simply don't work!

    These are only a small sample of the wisdom he shares, forged at the coal face of real-life business building.

    It's a master class for all business owners, and we’re privileged to learn from his experiences.

    So now, let’s go over to the conversation with my brilliant guest. ladies and gentlemen, I give you Mr Alexis Sikorsky.


    Links:

    https://uk.linkedin.com/in/alexis-sikorsky-consulting

    https://www.amazon.co.uk/Cashing-Out-business-selling-private-ebook/dp/B0CZ148DCJ


    This podcast is produced by GR Media
    Sponsored by Capital Asset Management

    Show more Show less
    1 hr and 15 mins
  • S03E17 - James McLaughlin - I sold my business for millions and then lost it all! Lessons for entrepreneurs planning a sale.
    May 2 2024

    Send us a Text Message.

    If you’re a business owner who plans to sell your business one day, this episode is essential listening.

    Picture this: You've poured years of your life into a business, helping to build it from the ground up, and then the business is sold.

    As a result, you receive a seven-figure sum, and you’re financially secure.

    Or at least you hoped so.

    But then you take the proceeds, decide to invest in a new company, and lose it all.

    That’s the situation today’s guest, Jim McLaughlin, experienced when he made an exit several years ago.

    If you've been listening to this podcast for a while, you’ll have heard entrepreneurs share their journeys of scaling, successfully exiting, and creating economic security for themselves and their families.

    But not every story has a happy ending, and I’m grateful for Jim's candid sharing of his story.

    It reminded me of the time I met a client who had just sold his company, and I asked him what his biggest financial concern was now - he looked me straight in the eye and said, ‘Losing it all’

    Founders know a cash sum at exit often represents years of grind, hard work, and sacrifices. However, they’re immediately faced with big decisions about what to do with the capital.

    Unfortunately, Jim made a few errors and is keen to ensure that others learn from them.

    • Jim talks about the importance of knowing your numbers and the 3 KPIs he tracked weekly.
    • How he was able to be resilient in the face of incredible challenges.
    • He also shares the work he’s doing now to help small business owners and the buzz he still gets from it.

    He also outlines the most important thing you must do if you sell your business for a significant sum—that advice alone is worth listening to the episode for!


    Contact details and Resources Mentioned

    https://www.linkedin.com/in/jim-mclaughlin-b227975/?originalSubdomain=uk

    Content hubs | FSB, The Federation of Small Businesses

    Who Moved My Cheese: An Amazing Way to Deal with Change in Your Work and in Your Life

    The Wolf of Wall Street eBook : Belfort, Jordan

    Think And Grow Rich: Amazon.co.uk: Hill, Napoleon: 978


    This podcast is produced by GR Media
    Sponsored by Capital Asset Management

    Show more Show less
    1 hr and 20 mins