Fidelis Podcast

Advice and information for business owners, especially on selling a business or preparing a business for sale.

en8 Episodes

Episodes (8)

The Great Tax Grab- Protect Your Wealth Webinar Replay Part 2

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

enJanuary 08, 2021

The Great Tax Grab- Protect Your Wealth Webinar Replay Part 1

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

enJanuary 08, 2021

Increase Business Value and Prepare To Sell Webinar

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

enJanuary 08, 2021

Phil Jepson Interviewed by Guy Bartlett for the 'Selling and Buying Businesses Show' Ep 5

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

enAugust 13, 2020

Phil Jepson Interviewed by Guy Bartlett for the 'Selling and Buying Businesses Show' Ep 4

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

enAugust 13, 2020

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

enAugust 13, 2020

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

enAugust 06, 2020

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

enApril 07, 2020

Ask Fidelis Podcast Anything

What is the main theme of the podcast?

Who are some of the popular guests the podcast?

Were there any controversial topics discussed in the podcast?

Were any current trending topics addressed in the podcast?

What popular books were mentioned in the podcast?

Fidelis Podcast

People also ask

Episodes (8)

The Great Tax Grab- Protect Your Wealth Webinar Replay Part 2

The Great Tax Grab- Protect Your Wealth Webinar Replay Part 1

Increase Business Value and Prepare To Sell Webinar

Phil Jepson Interviewed by Guy Bartlett for the 'Selling and Buying Businesses Show' Ep 5

Phil Jepson Interviewed by Guy Bartlett for the 'Selling and Buying Businesses Show' Ep 4

Phil Jepson Interviewed by Guy Bartlett for the 'Selling and Buying Businesses Show' Ep 3

Guy Bartlett Interviewed By Phil Jepson for the 'Selling and Buying Businesses Show' Ep 2

How Can You Sell Your Business? Ep 1