Fining clients for late records & how to do it
We are approaching the deadline of records received by clients for our January self-assessment deadline and so I thought I’d use this as a nice chance to add some value to you as a poddie by sharing the full process, so you can copy & paste it into your firm. What we actually do. Records […]
Why you keep pulling yourself back in: Build your way out, part 2
This one is for owners who have tried to step back, built the systems, hired the people, and still somehow ended up back in the middle of everything. If you have ever handed something over and then quietly taken it back, this is for you. Last week we named the problem and you tracked a […]
You are the bottleneck. Here is your way out
This one is for any firm owner who feels like everything runs through them, who is quietly drowning, and who keeps promising to sort it out once this busy patch passes. If you cannot remember the last time you properly switched off, this is for you. And it does not matter whether you sell tax […]
How we made his firm worth buying: a real 12 month exit, start to finish
This one is for firm owners who have quietly wondered whether the thing they have built could ever actually be sold, and who suspect the honest answer is that it relies on them too much. Even if selling is years away, or something you never intend to do, this is for you. This is the […]
What your firm is actually worth: an honest look at buyers, valuations and your exit options
This one is for any firm owner who has wondered what their practice is actually worth, or who keeps seeing words like private equity, mergers and consolidation in the headlines and quietly wonders what they mean for a firm like theirs. You do not need to be thinking about selling for this to matter. We […]
How to sell your firm at the highest multiple, from someone who just sold..
This one is for firm owners who wonder what their practice would actually be worth if they ever wanted out, and who suspect that too much of it still runs through them. Even if you never plan to sell, this is for you. We are in the middle of the season I have been calling […]
Scale, sell or stay the same… which one makes the most ££?
As a firm owner, if you are making decisions about hiring, growth or exit without a clearly defined end goal, or you’ve caught yourself saying “maybe one day” more than once, this episode will help you step back and make a more intentional decision. And while selling might not feel like your goal right now, […]
How much £££ should I actually be generating?
You know when you have had a draining week running your practice and it gets to Friday and decide to run your numbers to see if it’ll make you feel better.. How do you know what good actually looks like? What are you measuring yourself against? How much money can a one person practice generate? […]
What it's actually like to have a NED on your board (the unfiltered version)
This one is for firm owners who carry the weight of every decision on their own, and who quietly wonder who they are supposed to talk to about the things that do not fit in a team meeting or a LinkedIn post. If you have ever felt like building your firm is the loneliest thing […]
What prospects actually say: our BDM reveals everything she hears on discovery calls
This one is for any firm owner who still runs their own prospect calls and feels the weight of it, or who wants to hand them over but cannot quite imagine anyone else doing it as well as they do. If you have ever come off a call certain it went brilliantly, then never heard […]