Episodios

  • #328 Tax efficient strategies for business owners

    #328 Tax efficient strategies for business owners
    Jul 2 2025

    Insights from an Expert Accountant

    In this episode of Business Buying Strategies, Jonathan introduces Jeff, an accountant he has worked with for nearly 13 years.

    Jeff shares invaluable tax-efficient strategies to help business owners maximise their savings and minimise tax liabilities. Key topics discussed include the benefits of family investment companies, approaches for handling inheritance tax, rewarding key employees using partnerships, using service companies owned by family members, and leveraging pensions for tax benefits.

    Jeff explains how to structure deals in a way that optimises financial outcomes without risking personal cash, providing practical insights for business owners aiming for smarter financial management.

    Key moments

    00:47 Meet Jeff: The Go-To Accountant
    01:27 Tax-Efficient Money Extraction
    01:58 Family Investment Companies Explained
    04:18 Inheritance Tax Strategies
    07:02 Incentivising Key Employees
    10:02 Using Service Companies for Tax Efficiency
    13:46 Pension Planning Insights
    17:31 Ensuring Compliance and Control
    23:00 Conclusion and Resources

    ** Looking for a great acquisition lawyer in the UK? Use mine! **

    If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk.

    Ready to get started?

    Here’s how you can start your business buying journey…

    Download our free Business Buying Toolkit
    https://dealmakers.co.uk/business-buying-toolkit

    Join our Business Acquisition FastTrack programme
    https://www.dealmakers.co.uk/fast

    Already bought a business?

    if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.
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    24 m
  • #327 Masterclass on Financial Due Diligence

    #327 Masterclass on Financial Due Diligence
    Jun 19 2025
    In this episode of Business Buying Strategies, Johan Gory, managing director of OnPoint Accounting, offers an in-depth masterclass on financial due diligence. Johan explains the importance of involving a due diligence expert, common pitfalls that cause buyers to overpay, and techniques such as the 'source of funds' trick to uncover the real financial health of a business. He also discusses the relevance of goodwill, the challenges and opportunities in buying distressed businesses, and the role of director's loans in business valuation. This episode is a must-listen for anyone serious about buying a business without risking their own cash. Key moments 00:00 Introduction to Business Buying Strategies 01:29 Meet Johan Gory: Expert in Financial Due Diligence 05:16 The Importance of Financial Due Diligence 08:36 Understanding Financial Terminology and Add-Backs 13:53 Opportunities and Challenges in Buying Distressed Businesses 17:25 Networking for Business Opportunities 22:04 Understanding Director's Loans 23:54 Negotiation Strategies with Director's Loans 26:07 Evaluating Business Owner's Compensation 29:48 The Importance of Cash Flow in Due Diligence 30:57 The Secret Weapon: Source of Funds Report 38:49 Commercial Due Diligence: Beyond the Numbers

    ** Looking for a great acquisition lawyer in the UK? Use mine! **

    If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk.

    Ready to get started?

    Here’s how you can start your business buying journey…

    Download our free Business Buying Toolkit
    https://dealmakers.co.uk/business-buying-toolkit

    Join our Business Acquisition FastTrack programme
    https://www.dealmakers.co.uk/fast

    Already bought a business?

    if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.
    Más Menos
    41 m
  • #326 Zero to Multi-Million: John's Business Acquisition Masterclass

    #326 Zero to Multi-Million: John's Business Acquisition Masterclass
    Jun 5 2025
    In this episode of Business Buying Strategies, Jonathan talks with John, a long-time acquaintance and experienced professional in mergers and acquisitions. John shares his journey of acquiring six businesses with a combined annual revenue of 6 million pounds, detailing the various strategies and tactics he employed, including using the cash reserves of the acquired businesses to fund their purchases. He emphasises the importance of accountability, transparency, and understanding the financial aspects of a business to ensure successful acquisitions. John also highlights the value of a deal fee and the benefits of deferring most of the consideration payments. Key moments 00:49 Meet John Hood: A Successful Business Buyer 02:36 John's Journey: From Consultancy to Business Ownership 03:08 The Importance of Accountability in Business 04:23 Exploring John's Business Ventures 06:00 Using Business Assets to Fund Acquisitions 09:41 Negotiation Tactics and Strategies 12:20 Case Studies: Successful Business Acquisitions 19:49 The Deal Fee: Paying Yourself First 21:47 Consolidation and Future Plans 24:42 Final Thoughts and Advice

    ** Looking for a great acquisition lawyer in the UK? Use mine! **

    If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk.

    Ready to get started?

    Here’s how you can start your business buying journey…

    Download our free Business Buying Toolkit
    https://dealmakers.co.uk/business-buying-toolkit

    Join our Business Acquisition FastTrack programme
    https://www.dealmakers.co.uk/fast

    Already bought a business?

    if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.
    Más Menos
    27 m
  • #325 Mastering Personal Branding and Negotiation in Business Acquisitions

    #325 Mastering Personal Branding and Negotiation in Business Acquisitions
    May 22 2025

    In this special edition of Business Buying Strategies, Jonathan Jay speaks live from the Deal Makers Retreat in Marbella, Spain, talking about the importance of personal branding when negotiating business deals.

    He explains how to present yourself to business owners, emphasising the significance of the first impression and maintaining credibility throughout the negotiation process.

    Jonathan shares practical tips and anecdotes, underlining that knowing the buying process thoroughly and having clarity of intent are crucial for success. Listeners are encouraged to adopt a calm, professional demeanour, control the conversation, and remain curious.

    The session provides actionable advice on how to address common challenges faced by new business buyers and highlights the importance of being likeable and confident.

    Key moments

    00:00 Welcome to the Deal Makers Retreat
    00:49 The Importance of Personal Branding
    01:17 First Impressions Matter
    05:09 Building Confidence in Deal-Making
    09:29 Establishing Credibility
    12:33 Effective Communication Strategies
    17:21 Handling Objections and Questions
    23:16 Turning the Conversation to the Business
    23:41 Overcoming Self-Doubt

    ** Looking for a great acquisition lawyer in the UK? Use mine! **

    If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk.

    Ready to get started?

    Here’s how you can start your business buying journey…

    Download our free Business Buying Toolkit
    https://dealmakers.co.uk/business-buying-toolkit

    Join our Business Acquisition FastTrack programme
    https://www.dealmakers.co.uk/fast

    Already bought a business?

    if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.
    Más Menos
    25 m
  • #324 David's Journey From SME to Multi-Million Pound Buy-and-Build Success:

    #324 David's Journey From SME to Multi-Million Pound Buy-and-Build Success:
    May 8 2025
    In this week's episode of Business Buying Strategies, Jonathan interviews David, a successful entrepreneur who shares his incredible journey of transforming a small domiciliary care business into a £20 million revenue enterprise over the course of four years through an aggressive buy-and-build strategy. David details his early days, the moment of insight that led to his first acquisition, and how he managed to acquire businesses with little to no upfront cash. He also emphasises the importance of having a strong management team, discusses integration challenges, and provides insights into acquiring distressed companies. Additionally, David talks about his recent exit, future plans, and offers valuable advice to those looking to grow through acquisitions. Key moments 00:00 Introduction to Business Buying Strategies 01:21 David's Background and Early Business Ventures 03:17 First Acquisition and Growth Realization 05:53 Mastermind Course and Rapid Expansion 07:35 Building a Strong Management Team 11:31 Challenges and Strategies in Acquisitions 16:25 Successful Exit and Future Plans 20:26 Q&A Session with David

    ** Looking for a great acquisition lawyer in the UK? Use mine! **

    If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk.

    Ready to get started?

    Here’s how you can start your business buying journey…

    Download our free Business Buying Toolkit
    https://dealmakers.co.uk/business-buying-toolkit

    Join our Business Acquisition FastTrack programme
    https://www.dealmakers.co.uk/fast

    Already bought a business?

    if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.
    Más Menos
    33 m
  • #323 Rags to Riches: Richard Farleigh's Journey and Business Insights

    #323 Rags to Riches: Richard Farleigh's Journey and Business Insights
    Apr 23 2025
    In this week's episode of Business Buying Strategies, Jonathan provides an exclusive glimpse into one of his inner circle meetings featuring guest speaker Richard Farleigh, the Australian investor known from series 3 and 4 of Dragons' Den. Richard shares his incredible life story, growing up in the care system, overcoming adversity, and eventually achieving success in investment banking and business. The episode includes candid insights and engaging stories about Richard's experiences on Dragons' Den, his investment philosophies, and the remarkable transformations of his ventures, including the rise of Levi Roots' Reggae Reggae Sauce. Key moments 01:00 Meet Richard Farleigh: From Dragons' Den to Investor 02:01 Richard Farleigh's Early Life and Challenges 04:24 The Turning Point: Chess and Education 06:37 Investment Banking and Early Success 07:20 Adventures in Small Business Investing 08:33 Experiences on Dragons' Den 15:19 The One That Got Away: Trunky 17:13 Home House: A Unique Private Member's Club 20:49 Business Theory and Unique Selling Points 21:25 Challenges of Promoting Home House 22:29 The Role of Luck in Business Success 22:55 Madonna's Visit and Home House's Turning Point 23:17 Discovery Costs and Financial Struggles 24:56 Selling Home House and Market Liquidity 25:18 Starting a Tennis Racket Company 26:16 Lessons from a Failed Business Venture 30:29 Infinite Startups and Business Execution 32:21 Levi Roots and the Reggae Reggae Sauce Pitch

    ** Looking for a great acquisition lawyer in the UK? Use mine! **

    If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk.

    Ready to get started?

    Here’s how you can start your business buying journey…

    Download our free Business Buying Toolkit
    https://dealmakers.co.uk/business-buying-toolkit

    Join our Business Acquisition FastTrack programme
    https://www.dealmakers.co.uk/fast

    Already bought a business?

    if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.
    Más Menos
    38 m
  • #322 Negotiation and Deal Structuring with Martin

    #322 Negotiation and Deal Structuring with Martin
    Apr 10 2025
    In this episode of Business Buying Strategies, Jonathan invites Martin to share his business acquisition journey. Martin recounts his initial skepticism towards Jonathan's methods, which later led to remarkable success in acquiring multiple businesses. He emphasises the importance of swift action, tailored deal structuring, and understanding seller motivations. Martin also delves into effective negotiation tactics, ensuring clear communication, and establishing trust with sellers. This episode is packed with practical insights on buying businesses without risking personal capital and serves as a masterclass in deal-making and negotiation. Key moments 01:06 Martin's Journey Begins 02:08 First Business Acquisition 03:16 Expanding the Portfolio 04:11 Deal Structuring and Negotiation Insights 05:11 Real-Life Acquisition Stories 11:54 Advanced Negotiation Techniques 18:53 Building Trust and Securing Deals 25:12 Conclusion and Final Thoughts

    ** Looking for a great acquisition lawyer in the UK? Use mine! **

    If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk.

    Ready to get started?

    Here’s how you can start your business buying journey…

    Download our free Business Buying Toolkit
    https://dealmakers.co.uk/business-buying-toolkit

    Join our Business Acquisition FastTrack programme
    https://www.dealmakers.co.uk/fast

    Already bought a business?

    if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.
    Más Menos
    26 m
  • Business Acquisitions: Insights from a Serial Entrepreneur

    Business Acquisitions: Insights from a Serial Entrepreneur
    Mar 27 2025

    In this episode of Business Buying Strategies, Jonathan interviews Simon, an entrepreneur who has successfully purchased seven businesses since joining the Mastermind and Inner Circle Group.

    Simon shares his experiences integrating these businesses, the challenges he faced, and the strategies he employed to maintain staff and company culture. The conversation touches on a variety of topics, including the importance of relationship management in PR agencies, financial and brand integration, and the lessons learned from a deal that did not go as planned.

    Additionally, Simon talks about the support from the Inner Circle group, emphasising the value of a collaborative network while navigating the complexities of business acquisitions.

    Key moments

    00:38 Meet Simon: A Successful Business Buyer
    01:22 Integrating Acquired Businesses
    01:52 Challenges and Solutions in Business Integration
    02:37 Retaining Staff and Managing Relationships
    15:31 Financial and Operational Integration
    20:25 Lessons Learned and Advice for Aspiring Business Buyers
    21:39 The Support of the Inner Circle Group
    23:18 Conclusion and Final Thoughts

    ** Looking for a great acquisition lawyer in the UK? Use mine! **

    If you are looking for a lawyer in the UK to help you get the deal over the line, then use my own lawyer, John Andrews. You can phone his office at (0345) 2412494 or email him at johnandrews.deallawyer@jmw.co.uk.

    Ready to get started?

    Here’s how you can start your business buying journey…

    Download our free Business Buying Toolkit
    https://dealmakers.co.uk/business-buying-toolkit

    Join our Business Acquisition FastTrack programme
    https://www.dealmakers.co.uk/fast

    Already bought a business?

    if you've already bought a business, you should be part of my Inner Circle group where we discuss raising capital, integration management, and exiting. Email Maria on hello@thedealmakersacademy.com for more information.
    Más Menos
    24 m