https://simplecast.com Fidelis Podcast Advice and information for business owners, especially on selling a business or preparing a business for sale. Fidelis Podcast 2020 en Fri, 8 Jan 2021 14:54:40 +0000 Thu, 14 Jan 2021 20:32:32 +0000 http://www.thefidelisgroup.co.uk Fidelis Podcast https://image.simplecastcdn.com/images/f394611f-7b00-490f-acce-2b98c5e70fad/34e268db-fa18-4813-b542-b10055260ead/3000x3000/1586176603-artwork.jpg?aid=rss_feed http://www.thefidelisgroup.co.uk episodic Advice and information for business owners, especially on selling a business or preparing a business for sale. Guy Bartlett, Terry Gormley, Guy Bartlett no https://feeds.simplecast.com/aw2tSdwm sell a business, selling a business, value a business, retiring, exiting your business Wendy Turner-Hargreaves wthargreaves@thefidelisgroup.co.uk 40d7b957-e639-4f8f-a51d-70b028287d62 The Great Tax Grab- Protect Your Wealth Webinar Replay Part 2 Fri, 8 Jan 2021 14:54:40 +0000 wthargreaves@thefidelisgroup.co.uk (Guy Bartlett, Andrew Johnson) https://fidelis-podcast-fa50c0e7.simplecast.com/episodes/the-great-tax-grab-protect-your-wealth-webinar-replay-part-2-7DMii7wb The Great Tax Grab- Protect Your Wealth Webinar Replay Part 2 Guy Bartlett, Andrew Johnson 00:47:06 Guy Bartlett, Co-Founder of Fidelis talks to experienced pension advisor Andrew Johnson the founder of Excel Pensions. Together they take you through some smart strategies for protecting your wealth, including: • A fresh look at valuations • What do you need to do within 90 days if you want to get out • Understand how Trusts can save you and your family now • What is a Vendor Initiated MBO and how do you do it • How to use an Employee Ownership Trust as an alternative Andrew also shares his in-depth knowledge of innovative strategies to plan and protect the wealth of entrepreneurs and business owners. Apologies for the sound distortion and slightly bumbling in the opening few seconds. We experienced some tech issues just prior to recording. For more information on Fidelis visit: https://www.thefidelisgroup.co.uk Guy Bartlett, Co-Founder of Fidelis talks to experienced pension advisor Andrew Johnson the founder of Excel Pensions. Together they take you through some smart strategies for protecting your wealth, including: • A fresh look at valuations • What do you need to do within 90 days if you want to get out • Understand how Trusts can save you and your family now • What is a Vendor Initiated MBO and how do you do it • How to use an Employee Ownership Trust as an alternative Andrew also shares his in-depth knowledge of innovative strategies to plan and protect the wealth of entrepreneurs and business owners. Apologies for the sound distortion and slightly bumbling in the opening few seconds. We experienced some tech issues just prior to recording. For more information on Fidelis visit: https://www.thefidelisgroup.co.uk ssas, obr, business owners, business, employers nic, sell a business, covid19, tax, government, inheritence tax, capital gains, sipp, pension allowance no full 2 1505df90-a285-4afb-9327-f02a8f325e1c The Great Tax Grab- Protect Your Wealth Webinar Replay Part 1 Fri, 8 Jan 2021 14:53:58 +0000 wthargreaves@thefidelisgroup.co.uk (Guy Bartlett, Jeffrey Lermer) https://fidelis-podcast-fa50c0e7.simplecast.com/episodes/the-great-tax-grab-protect-your-wealth-webinar-replay-part-1-DUwnI3Ui The Great Tax Grab- Protect Your Wealth Webinar Replay Part 1 Guy Bartlett, Jeffrey Lermer 01:07:03 Guy Bartlett, Co-Founder of Fidelis talks to experienced accountant Jeffrey Lermer the founder of JLA Accountants. Together they take you through some smart strategies for protecting your wealth, including: • Deciding whether to sell your business • What do you need to do within 90 days if you want to get out • Identifying buyers who match your values • Deal structuring • Effective tax planning • An introduction to VIMBO • Improving exit strategies For more information on Fidelis visit: https://www.thefidelisgroup.co.uk Guy Bartlett, Co-Founder of Fidelis talks to experienced accountant Jeffrey Lermer the founder of JLA Accountants. Together they take you through some smart strategies for protecting your wealth, including: • Deciding whether to sell your business • What do you need to do within 90 days if you want to get out • Identifying buyers who match your values • Deal structuring • Effective tax planning • An introduction to VIMBO • Improving exit strategies For more information on Fidelis visit: https://www.thefidelisgroup.co.uk deal structure, vimbo, sell a business, tax, tax planning, values match, valuation, capital gains, covid-19, exit strategy, business owner no full 1 c170779e-4d23-4a6e-919c-df380392c3bb Increase Business Value and Prepare To Sell Webinar Fri, 8 Jan 2021 14:53:32 +0000 wthargreaves@thefidelisgroup.co.uk (Guy Bartlett, Dan Sawyerr) https://fidelis-podcast-fa50c0e7.simplecast.com/episodes/increase-business-value-and-prepare-to-sell-webinar-R5rOcS5k Increase Business Value and Prepare To Sell Webinar Guy Bartlett, Dan Sawyerr 01:02:12 Guy Bartlett, Co-Founder of Fidelis talks to experienced wealth planner Dan Sawyerr at London and Capital. Together they take you through some smart strategies for protecting your wealth, including: • Finding the wealth tied up in your business • What do you need to do within 90 days if you want to get out • Accepting a valuation of your business • How much cash flow you need for your ideal lifestyle • Understanding your tax and inheritance strategies • The logic around brokers • Investment planning For more information on Fidelis visit: https://www.thefidelisgroup.co.uk Guy Bartlett, Co-Founder of Fidelis talks to experienced wealth planner Dan Sawyerr at London and Capital. Together they take you through some smart strategies for protecting your wealth, including: • Finding the wealth tied up in your business • What do you need to do within 90 days if you want to get out • Accepting a valuation of your business • How much cash flow you need for your ideal lifestyle • Understanding your tax and inheritance strategies • The logic around brokers • Investment planning For more information on Fidelis visit: https://www.thefidelisgroup.co.uk inheritance strategy, business owners, retirement, cash flow, wealth planning, selling a business, tax strategy, valuation, brokers, exit strategy, investment management no full 1 323054de-302d-482d-a2f2-651d26671c78 Phil Jepson Interviewed by Guy Bartlett for the 'Selling and Buying Businesses Show' Ep 5 Thu, 13 Aug 2020 14:44:34 +0000 wthargreaves@thefidelisgroup.co.uk (Guy Bartlett) https://fidelis-podcast-fa50c0e7.simplecast.com/episodes/phil-jepson-interviewed-by-guy-bartlett-for-the-selling-and-buying-businesses-show-ep-5-XRGHu0Tl Phil Jepson Interviewed by Guy Bartlett for the 'Selling and Buying Businesses Show' Ep 5 Guy Bartlett 00:43:10 Guy Bartlett, Co-Founder of Fidelis talks to entrepreneur Phil Jepson about all aspects of buying and selling businesses including business models, deal fatigue and deal structure. For more information on Fidelis visit: https://www.thefidelisgroup.co.uk Guy Bartlett, Co-Founder of Fidelis talks to entrepreneur Phil Jepson about all aspects of buying and selling businesses including business models, deal fatigue and deal structure. For more information on Fidelis visit: https://www.thefidelisgroup.co.uk dealstructure, acquisitions, businessmodels, business, sell, businessbuyers, sellabusiness, guybartlett, philjepson, selling, dealfatigue, fidelis, sellyourbusiness, entrepreneur, deals yes full 5 d7331234-1628-4847-94b3-025e113e0c19 Phil Jepson Interviewed by Guy Bartlett for the 'Selling and Buying Businesses Show' Ep 4 Thu, 13 Aug 2020 14:35:35 +0000 wthargreaves@thefidelisgroup.co.uk (Guy Bartlett) https://fidelis-podcast-fa50c0e7.simplecast.com/episodes/phil-jepson-interviewed-by-guy-bartlett-for-the-selling-and-buying-businesses-show-episode-3-T9zLTvjq Phil Jepson Interviewed by Guy Bartlett for the 'Selling and Buying Businesses Show' Ep 4 Guy Bartlett 00:26:25 Guy Bartlett, Co-Founder of Fidelis talks to entrepreneur Phil Jepson about all aspects of buying and selling businesses including the influence of Robert Kiyosaki and the difference between property and business investing. For more information on Fidelis visit: https://www.thefidelisgroup.co.uk Guy Bartlett, Co-Founder of Fidelis talks to entrepreneur Phil Jepson about all aspects of buying and selling businesses including the influence of Robert Kiyosaki and the difference between property and business investing. For more information on Fidelis visit: https://www.thefidelisgroup.co.uk acquisition, sellingyourbusiness, philjespon, buying, business, sellingabusiness, sell, businessbuyers, robertkiyosaki, sellabusiness, investing, property, selling, fidelis yes full 4 a2415d4e-3cbb-4b45-81c2-2ee025d2c75b Phil Jepson Interviewed by Guy Bartlett for the 'Selling and Buying Businesses Show' Ep 3 For more information on Fidelis visit: https://www.thefidelisgroup.co.uk

]]> Thu, 13 Aug 2020 14:25:08 +0000 wthargreaves@thefidelisgroup.co.uk (Guy Bartlett) https://fidelis-podcast-fa50c0e7.simplecast.com/episodes/phil-jepson-interviewed-by-guy-bartlett-for-the-selling-and-buying-businesses-show-NCPcL6j2 For more information on Fidelis visit: https://www.thefidelisgroup.co.uk

]]> Phil Jepson Interviewed by Guy Bartlett for the 'Selling and Buying Businesses Show' Ep 3 Guy Bartlett 00:28:45 Guy Bartlett, Co-Founder of Fidelis talks to entrepreneur Phil Jepson about all aspects of buying and selling businesses including transitioning from start-up to acquirer, values based transactions and the importance of working on your business rather than in it. Guy Bartlett, Co-Founder of Fidelis talks to entrepreneur Phil Jepson about all aspects of buying and selling businesses including transitioning from start-up to acquirer, values based transactions and the importance of working on your business rather than in it. acquisition, startup, buying, business, sellingabusiness, sell, businessbuyers, values, sellabusiness, guybartlett, philjepson, fidelis, sellyourbusiness no full 3 db7cdd85-603a-4258-9144-8d5a788fcdb4 Guy Bartlett Interviewed By Phil Jepson for the 'Selling and Buying Businesses Show' Ep 2 In this 38 minute Guy Bartlett is Interviewed By Phil Jepson for the 'Selling and Buying Businesses Show' on all aspects of buying and selling businesses. 

For more information on Fidelis visit: https://www.thefidelisgroup.co.uk

]]> Thu, 6 Aug 2020 13:59:00 +0000 wthargreaves@thefidelisgroup.co.uk (Guy Bartlett, Terry Gormley) https://fidelis-podcast-fa50c0e7.simplecast.com/episodes/ac96659b-ac96659b In this 38 minute Guy Bartlett is Interviewed By Phil Jepson for the 'Selling and Buying Businesses Show' on all aspects of buying and selling businesses. 

For more information on Fidelis visit: https://www.thefidelisgroup.co.uk

]]> Guy Bartlett Interviewed By Phil Jepson for the 'Selling and Buying Businesses Show' Ep 2 Guy Bartlett, Terry Gormley 00:38:28 guy bartlett, acquisitions, business buyers, selling a business, sell your business, sell a business, business buyers club yes full 2 04aeb2fa-912e-4889-9797-0f417ab6ac7f How Can You Sell Your Business? Ep 1 If you're considering selling your business, it's likely to be the largest single transaction of your life - perhaps with the exception of your mortgage. There are several routes to take, some less understood than the traditional approach of using a business broker.
Guy Bartlett, Senior Partner with Fidelis and Founder of The Business Buyers Club is one of the UK's leading business buying experts. His business partner Terry Gormley is renowned for his coaching work with entrepreneurs, business owners and sports people . Together they're an interesting and engaging duo, with lots of advice and information to share on all aspects of buying and selling businesses.
For more information on Fidelis visit: https://www.thefidelisgroup.co.uk

]]> Tue, 7 Apr 2020 15:53:00 +0000 wthargreaves@thefidelisgroup.co.uk (Guy Bartlett, Terry Gormley) https://fidelis-podcast-fa50c0e7.simplecast.com/episodes/b1e5151d-b1e5151d If you're considering selling your business, it's likely to be the largest single transaction of your life - perhaps with the exception of your mortgage. There are several routes to take, some less understood than the traditional approach of using a business broker.
Guy Bartlett, Senior Partner with Fidelis and Founder of The Business Buyers Club is one of the UK's leading business buying experts. His business partner Terry Gormley is renowned for his coaching work with entrepreneurs, business owners and sports people . Together they're an interesting and engaging duo, with lots of advice and information to share on all aspects of buying and selling businesses.
For more information on Fidelis visit: https://www.thefidelisgroup.co.uk

]]> How Can You Sell Your Business? Ep 1 Guy Bartlett, Terry Gormley 00:49:46 If you're considering selling your business there are several options. Guy Bartlett and Terry Gormley from acquisitions group Fidelis discuss those options. If you're considering selling your business there are several options. Guy Bartlett and Terry Gormley from acquisitions group Fidelis discuss those options. guy bartlett, business buyers, acquisitions, selling a business, sell a business, sell your business, business buyers club no full 1