Nick welcomes guest, Matt Chancey, to discuss the intricacies of tax planning for high-net-worth individuals, particularly focusing on strategies to minimise taxes during significant liquidity events such as selling a business.

Matt shares insights on how to strategically plan for such events, emphasising the importance of early preparation and collaboration with a team of expert advisors. They delve into the concept of tax alpha solutions, exploring how investing in real estate and other tax-efficient strategies can help individuals retain more of their wealth. 





KEY TAKEAWAYS

Planning for tax implications before selling a business is crucial to maximise wealth preservation.

Building a Dream Deal Team: Assembling a team of experts early on, including lawyers, CFOs, and tax advisors, is essential for a successful business sale.

Investing in real estate can provide tax benefits and wealth preservation opportunities for business owners.

Risk Management in Investments: Understanding the risks involved in real estate investments and implementing strategies to mitigate them is key to success.

Early Planning for Tax Strategies: Starting tax planning strategies early, such as investing in qualified small business stock, can lead to significant tax savings in the long run.





BEST MOMENTS

"The reasons that these things exist in the IRS code are based on really simple concepts based on economic growth and expansion. The government believes if you pay taxes, they take the money, and then they redistribute wealth based on whatever we do with our, you know, our budget." 





GUEST RESOURCES

Matt Chancey - https://www.mattchanceylive.com/home1615404071938





VALUABLE RESOURCES

FREE TRAINING:

Below, I cover 3 Simple Scaling Systems that will help you build a business that provides more freedom, makes you more money, and sets you up for total financial independence.

https://go.highvalueexit.com/training

FREE DOWNLOAD:

"Exit For Millions Blueprint” - This blueprint will help uncover gaps across 15 danger areas that could sabotage your dream of achieving a life-changing exit.

https://go.highvalueexit.com/opt-in





Nick’s LinkedIn: https://highvalueexit.com/li





Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies.

He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits.

Nick welcomes guest, Matt Chancey, to discuss the intricacies of tax planning for high-net-worth individuals, particularly focusing on strategies to minimise taxes during significant liquidity events such as selling a business.
Matt shares insights on how to strategically plan for such events, emphasising the importance of early preparation and collaboration with a team of expert advisors. They delve into the concept of tax alpha solutions, exploring how investing in real estate and other tax-efficient strategies can help individuals retain more of their wealth. 
 
 
KEY TAKEAWAYS
Planning for tax implications before selling a business is crucial to maximise wealth preservation.
Building a Dream Deal Team: Assembling a team of experts early on, including lawyers, CFOs, and tax advisors, is essential for a successful business sale.
Investing in real estate can provide tax benefits and wealth preservation opportunities for business owners.
Risk Management in Investments: Understanding the risks involved in real estate investments and implementing strategies to mitigate them is key to success.
Early Planning for Tax Strategies: Starting tax planning strategies early, such as investing in qualified small business stock, can lead to significant tax savings in the long run.
 
 
BEST MOMENTS
"The reasons that these things exist in the IRS code are based on really simple concepts based on economic growth and expansion. The government believes if you pay taxes, they take the money, and then they redistribute wealth based on whatever we do with our, you know, our budget." 
 
 
GUEST RESOURCES
Matt Chancey - <a href="https://www.mattchanceylive.com/home1615404071938">https://www.mattchanceylive.com/home1615404071938</a>
 
 
VALUABLE RESOURCES
FREE TRAINING:
Below, I cover 3 Simple Scaling Systems that will help you build a business that provides more freedom, makes you more money, and sets you up for total financial independence.
<a href="https://go.highvalueexit.com/training">https://go.highvalueexit.com/training</a>
FREE DOWNLOAD:
"Exit For Millions Blueprint” - This blueprint will help uncover gaps across 15 danger areas that could sabotage your dream of achieving a life-changing exit.
<a href="https://go.highvalueexit.com/training">https://go.highvalueexit.com/opt-in</a>
 
 
Nick’s LinkedIn: <a href="https://highvalueexit.com/li">https://highvalueexit.com/li</a>
 
 
Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies.
He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits.

Welcome to “Scale Up with Nick Bradley”.

In this podcast, we will show you how to scale up your business and your life! So you can achieve greater freedom, wealth and impact, and live life on your terms.

Ranked #1 business podcast in the U.K. on iTunes and Spotify, we will help you go from start-up to scale-up and beyond:
How to significantly grow your business; how to create commercial strategies that drive predictable revenue; how to leverage systems and processes to free you up from day-to-day operations; how to raise funding and investment; how to generate fast scale via business acquisitions; how to exit your business for life-changing money; ultimately, how to build your empire!

You can only scale a business to the level of your identity, so week in and week out we'll be bringing you inspiring guests to help you on your journey. You see, it's not just about spreadsheets and strategies ... it's about mindset, skillset, purpose and belief - learning from people doing extraordinary things, and making a bigger impact - so you can too.

Introducing your host - entrepreneur, investor and scale-up specialist, Nick Bradley:
- Over 10 years in Private Equity
- 117 acquisitions
- 25 business exits
- $5.3bn in deals
- #1 ranking business podcast in the UK … over 600,000 downloads in 130 countries
- “In business and in life - be grateful, be brave, have faith, show up!"

Contact details:

Work with Nick: https://highvalueexit.com

Nick’s Facebook page: https://highvalueexit.com/fb

Nick’s LinkedIn: https://highvalueexit.com/li

Nick’s Instagram: https://highvalueexit.com/ig

Welcome to “Scale Up with Nick Bradley”.
In this podcast, we will show you how to scale up your business and your life! So you can achieve greater freedom, wealth and impact, and live life on your terms.
Ranked #1 business podcast in the U.K. on iTunes and Spotify, we will help you go from start-up to scale-up and beyond: How to significantly grow your business; how to create commercial strategies that drive predictable revenue; how to leverage systems and processes to free you up from day-to-day operations; how to raise funding and investment; how to generate fast scale via business acquisitions; how to exit your business for life-changing money; ultimately, how to build your empire!
You can only scale a business to the level of your identity, so week in and week out we'll be bringing you inspiring guests to help you on your journey. You see, it's not just about spreadsheets and strategies ... it's about mindset, skillset, purpose and belief - learning from people doing extraordinary things, and making a bigger impact - so you can too.
Introducing your host - entrepreneur, investor and scale-up specialist, Nick Bradley: - Over 10 years in Private Equity - 117 acquisitions - 25 business exits - $5.3bn in deals - #1 ranking business podcast in the UK … over 600,000 downloads in 130 countries - “In business and in life - be grateful, be brave, have faith, show up!"
Contact details:
Work with Nick: <a href="https://highvalueexit.com">https://highvalueexit.com</a> 
Nick’s Facebook page: <a href="https://highvalueexit.com/fb">https://highvalueexit.com/fb</a>
Nick’s LinkedIn: <a href="https://highvalueexit.com/li">https://highvalueexit.com/li</a>
Nick’s Instagram: <a href="https://highvalueexit.com/ig">https://highvalueexit.com/ig</a>

Scale Up With Nick Bradley

Tax Strategies of the Ultra Rich with Matthew Chancey

Nick talks to Graham Stephen, the co-founder of BizVal, about the process of demystifying business valuations.



Graham shares his background in corporate finance and entrepreneurship, highlighting the importance of understanding the value drivers of a business. They discuss key factors in business valuations, such as owner independence, effective processes and systems, unit economics, and customer understanding.



The conversation also delves into the significance of realistic growth strategies and the impact of customer dynamics on business value. 



KEY TAKEAWAYS
Business owners often struggle with the emotional aspect of selling their business, as it is tied to their identity and personal success.
Having effective and scalable processes and systems in place is crucial for reducing owner dependence and ensuring the business can run smoothly without the founder's constant involvement.
Understanding the unit economics of a business, including margins, cost scaling, and reinvestment adjustments, is essential for evaluating the cash profits a business can generate sustainably.
A deep understanding of the customer base, market dynamics, and growth potential is vital for driving performance and achieving desired growth outcomes.
Factors such as customer concentration, market size, and growth strategy play a significant role in determining the value and potential of a business for potential buyers.



BEST MOMENTS

"I think a lot of business owners battle to separate that. So when they start to think about exit planning, it is something that they have to confront."



"I think what's really important, more than the unit economics themselves, is actually the owner or management's understanding of what those unit economics are."



GUEST RESOURCES

BizVal - https://bizvalglobal.com/about-us/



VALUABLE RESOURCES



FREE TRAINING:

Below, I cover 3 Simple Scaling Systems that will help you build a business that provides more freedom, makes you more money, and sets you up for total financial independence.

https://go.highvalueexit.com/training



FREE DOWNLOAD:

"Exit For Millions Blueprint” - This blueprint will help uncover gaps across 15 danger areas that could sabotage your dream of achieving a life-changing exit.

https://go.highvalueexit.com/opt-in



Work with Nick: https://highvalueexit.com 



Nick’s LinkedIn: linkedin.com/in/realnickbradley



Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies.



He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value businesses towards life-changing exits.

Nick talks to Graham Stephen, the co-founder of BizVal, about the process of demystifying business valuations.
 
Graham shares his background in corporate finance and entrepreneurship, highlighting the importance of understanding the value drivers of a business. They discuss key factors in business valuations, such as owner independence, effective processes and systems, unit economics, and customer understanding.
 
The conversation also delves into the significance of realistic growth strategies and the impact of customer dynamics on business value. 
 
KEY TAKEAWAYS
<ul>
<li>Business owners often struggle with the emotional aspect of selling their business, as it is tied to their identity and personal success.</li>
<li>Having effective and scalable processes and systems in place is crucial for reducing owner dependence and ensuring the business can run smoothly without the founder's constant involvement.</li>
<li>Understanding the unit economics of a business, including margins, cost scaling, and reinvestment adjustments, is essential for evaluating the cash profits a business can generate sustainably.</li>
<li>A deep understanding of the customer base, market dynamics, and growth potential is vital for driving performance and achieving desired growth outcomes.</li>
<li>Factors such as customer concentration, market size, and growth strategy play a significant role in determining the value and potential of a business for potential buyers.</li>
</ul>
 
BEST MOMENTS
"I think a lot of business owners battle to separate that. So when they start to think about exit planning, it is something that they have to confront."
 
"I think what's really important, more than the unit economics themselves, is actually the owner or management's understanding of what those unit economics are."
 
GUEST RESOURCES
BizVal - <a href="https://bizvalglobal.com/about-us/">https://bizvalglobal.com/about-us/</a>
 
VALUABLE RESOURCES
 
FREE TRAINING:
Below, I cover 3 Simple Scaling Systems that will help you build a business that provides more freedom, makes you more money, and sets you up for total financial independence.
<a href="https://go.highvalueexit.com/training">https://go.highvalueexit.com/training</a>
 
FREE DOWNLOAD:
"Exit For Millions Blueprint” - This blueprint will help uncover gaps across 15 danger areas that could sabotage your dream of achieving a life-changing exit.
<a href="https://go.highvalueexit.com/opt-in">https://go.highvalueexit.com/opt-in</a>
 
Work with Nick: <a href="https://highvalueexit.com">https://highvalueexit.com </a>
 
Nick’s LinkedIn: <a href="https://highvalueexit.com/li">linkedin.com/in/realnickbradley</a>
 
Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies.
 
He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value businesses towards life-changing exits.

How Much Is Your Business Really Worth with Graham Stephen

Nick discusses the intricate world of mergers and acquisitions, focusing on sophisticated buyers like private equity firms. Nick emphasizes the importance of understanding the mindset of private equity partners when considering selling a company, especially for significant figures. He sheds light on the strategies and tactics employed by private equity firms, such as leveraging debt, maximizing returns, and the dynamics of partnerships post-acquisition

KEY TAKEAWAYS


Understanding the world of private equity and sophisticated buyers is crucial for successful business exits.


Private equity firms aim to buy businesses cheaply, scale them quickly, and generate high returns for investors.


When considering selling to private equity, founders should thoroughly research and interview potential partners.


Selling a majority stake to private equity can lead to significant financial gains, especially if the founder retains equity post-acquisition.


Proper planning and education are essential for founders looking to sell their businesses to private equity or sophisticated buyers.

BEST MOMENTS

"Private equity has for years had a very bad rap... However, there are many, many private equity firms out there, literally thousands, and they all have different ways of operating." 

"When they go and buy a business, they don't just go and put their money into the acquisition. They put around 20%, maybe 30% of their money into the acquisition." 

"Remember, this is the biggest financial transaction of your life. Selling a company for eight to nine figures is a life-changing event, bar none." 

VALUABLE RESOURCES

Find out now if you’re building a high-value, exitable business (even if you have no immediate plans to sell it). You’ll get an instant PDF report with powerful insights specifically tailored to your business in just 4 minutes.

https://highvalueexit.scoreapp.com/

Work with Nick: https://highvalueexit.com 

Nick’s Facebook: https://highvalueexit.com/fb

Nick’s LinkedIn: https://highvalueexit.com/li

Nick’s Instagram: https://highvalueexit.com/ig

Nick Bradley is a renowned entrepreneur, investor, speaker, and business growth expert.

His background is growing and scaling Venture Capital and Private Equity backed businesses globally. Over the last decade, he has completed 117 acquisitions and 25 business exits with a combined valuation of over $5bn dollars.

His mission is to help business founders build valuable businesses and create life-changing exits so they can realise freedom, wealth, and impact.

Nick discusses the intricate world of mergers and acquisitions, focusing on sophisticated buyers like private equity firms. Nick emphasizes the importance of understanding the mindset of private equity partners when considering selling a company, especially for significant figures. He sheds light on the strategies and tactics employed by private equity firms, such as leveraging debt, maximizing returns, and the dynamics of partnerships post-acquisition
KEY TAKEAWAYS
<ul>
<li>
Understanding the world of private equity and sophisticated buyers is crucial for successful business exits.
</li>
<li>
Private equity firms aim to buy businesses cheaply, scale them quickly, and generate high returns for investors.
</li>
<li>
When considering selling to private equity, founders should thoroughly research and interview potential partners.
</li>
<li>
Selling a majority stake to private equity can lead to significant financial gains, especially if the founder retains equity post-acquisition.
</li>
<li>
Proper planning and education are essential for founders looking to sell their businesses to private equity or sophisticated buyers.
</li>
</ul>
BEST MOMENTS
"Private equity has for years had a very bad rap... However, there are many, many private equity firms out there, literally thousands, and they all have different ways of operating." 
"When they go and buy a business, they don't just go and put their money into the acquisition. They put around 20%, maybe 30% of their money into the acquisition." 
"Remember, this is the biggest financial transaction of your life. Selling a company for eight to nine figures is a life-changing event, bar none." 
VALUABLE RESOURCES
Find out now if you’re building a high-value, exitable business (even if you have no immediate plans to sell it). You’ll get an instant PDF report with powerful insights specifically tailored to your business in just 4 minutes.
<a href="https://highvalueexit.scoreapp.com/">https://highvalueexit.scoreapp.com/</a>
Work with Nick: <a href="https://highvalueexit.com">https://highvalueexit.com </a>
Nick’s Facebook: <a href="https://highvalueexit.com/fb">https://highvalueexit.com/fb</a>
Nick’s LinkedIn: <a href="https://highvalueexit.com/li">https://highvalueexit.com/li</a>
Nick’s Instagram: <a href="https://highvalueexit.com/ig">https://highvalueexit.com/ig</a>
Nick Bradley is a renowned entrepreneur, investor, speaker, and business growth expert.
His background is growing and scaling Venture Capital and Private Equity backed businesses globally. Over the last decade, he has completed 117 acquisitions and 25 business exits with a combined valuation of over $5bn dollars.
His mission is to help business founders build valuable businesses and create life-changing exits so they can realise freedom, wealth, and impact.

What You Must Know About Private Equity (and probably don't)

Nick is joined by Kurt Stein, an IT consultant and digital transformation expert, to talk about the impact of AI on entrepreneurship and business, particularly in a rapidly changing landscape. Kurt emphasises the importance of embracing AI as an enabler rather than a threat, highlighting the need for businesses to adapt and innovate quickly. They delve into various AI tools and platforms, such as Microsoft Copilot and Descript, that can enhance business operations and efficiency, and touch on the significance of effective prompting in utilising AI tools and the necessity for businesses to build an AI-first culture to stay competitive in the evolving market. 

KEY TAKEAWAYS
It is crucial for businesses to embrace AI as an enabler of growth and innovation, rather than a threat.
To excel in using AI tools effectively, continuous learning and practice are essential. Start small, experiment, and refine your prompts.
Utilising tools like Microsoft Co-Pilot can significantly impact businesses by enabling AI capabilities within existing systems.
Explore a variety of AI tools such as Descript, u.com, OpenAI, VEED.io, and WordTune to enhance productivity and efficiency in different business functions.
Improving prompting skills is key to maximising the potential of AI tools. Practice, follow experts, and take relevant courses to enhance prompting abilities.

BEST MOMENTS

"If you want to go run a marathon, you don't just put on a pair of sneakers and just start running. You're going to hurt yourself. You're going to make a lot of mistakes. You're going to do everything wrong." 

"The prompting really is the key. You don't have to be a computer engineer or a computer scientist in order to do that. So let that fear go away. You can actually work with it. You can be very successful with it." 

"It's not AI that's going to kind of, you know, kill your business or kind of stop your employment. It's someone who knows how to use it better." 

"So the one thing that's kind of level things as well is Microsoft, is Google. Microsoft more so. Google stumbled in the beginning with some of the things they were doing."

VALUABLE RESOURCES

Find out now if you’re building a high-value, exitable business (even if you have no immediate plans to sell it). You’ll get an instant PDF report with powerful insights specifically tailored to your business in just 4 minutes.

https://highvalueexit.scoreapp.com/

Work with Nick: https://highvalueexit.com 

Nick’s Facebook: https://highvalueexit.com/fb

Nick’s LinkedIn: https://highvalueexit.com/li

Nick’s Instagram: https://highvalueexit.com/ig

Nick Bradley is a renowned entrepreneur, investor, speaker, and business growth expert.

His background is growing and scaling Venture Capital and Private Equity backed businesses globally. Over the last decade, he has completed 117 acquisitions and 25 business exits with a combined valuation of over $5bn dollars.

His mission is to help business founders build valuable businesses and create life-changing exits so they can realise freedom, wealth, and impact.

Nick is joined by Kurt Stein, an IT consultant and digital transformation expert, to talk about the impact of AI on entrepreneurship and business, particularly in a rapidly changing landscape. Kurt emphasises the importance of embracing AI as an enabler rather than a threat, highlighting the need for businesses to adapt and innovate quickly. They delve into various AI tools and platforms, such as Microsoft Copilot and Descript, that can enhance business operations and efficiency, and touch on the significance of effective prompting in utilising AI tools and the necessity for businesses to build an AI-first culture to stay competitive in the evolving market. 
KEY TAKEAWAYS
<ul>
<li>It is crucial for businesses to embrace AI as an enabler of growth and innovation, rather than a threat.</li>
<li>To excel in using AI tools effectively, continuous learning and practice are essential. Start small, experiment, and refine your prompts.</li>
<li>Utilising tools like Microsoft Co-Pilot can significantly impact businesses by enabling AI capabilities within existing systems.</li>
<li>Explore a variety of AI tools such as Descript, u.com, OpenAI, VEED.io, and WordTune to enhance productivity and efficiency in different business functions.</li>
<li>Improving prompting skills is key to maximising the potential of AI tools. Practice, follow experts, and take relevant courses to enhance prompting abilities.</li>
</ul>
BEST MOMENTS
"If you want to go run a marathon, you don't just put on a pair of sneakers and just start running. You're going to hurt yourself. You're going to make a lot of mistakes. You're going to do everything wrong." 
"The prompting really is the key. You don't have to be a computer engineer or a computer scientist in order to do that. So let that fear go away. You can actually work with it. You can be very successful with it." 
"It's not AI that's going to kind of, you know, kill your business or kind of stop your employment. It's someone who knows how to use it better." 
"So the one thing that's kind of level things as well is Microsoft, is Google. Microsoft more so. Google stumbled in the beginning with some of the things they were doing."
VALUABLE RESOURCES
Find out now if you’re building a high-value, exitable business (even if you have no immediate plans to sell it). You’ll get an instant PDF report with powerful insights specifically tailored to your business in just 4 minutes.
<a href="https://highvalueexit.scoreapp.com/">https://highvalueexit.scoreapp.com/</a>
Work with Nick: <a href="https://highvalueexit.com">https://highvalueexit.com </a>
Nick’s Facebook: <a href="https://highvalueexit.com/fb">https://highvalueexit.com/fb</a>
Nick’s LinkedIn: <a href="https://highvalueexit.com/li">https://highvalueexit.com/li</a>
Nick’s Instagram: <a href="https://highvalueexit.com/ig">https://highvalueexit.com/ig</a>
Nick Bradley is a renowned entrepreneur, investor, speaker, and business growth expert.
His background is growing and scaling Venture Capital and Private Equity backed businesses globally. Over the last decade, he has completed 117 acquisitions and 25 business exits with a combined valuation of over $5bn dollars.
His mission is to help business founders build valuable businesses and create life-changing exits so they can realise freedom, wealth, and impact.

Tax Strategies of the Ultra Rich with Matthew Chancey

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