Podcast Episodes
Back to SearchEp 170: Data room first: exit readiness starts 24 months early
Season 5 Episode 58
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You cannot scramble your way to a premium exit in 90 days.
In this episode, Stuart and Mena explain why serious exit preparation begin…
4 months, 2 weeks ago
Ep 169: Shadow Equity: Incentives without giving away shares
Season 5 Episode 57
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At some point, every growing business owner faces the same dilemma: how do you get owner-level thinking from key staff without handin…
4 months, 3 weeks ago
Ep 168: The key person discount & the sabbatical stress test: why your business is devaluing you
Season 5 Episode 56
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Here’s a confronting question: If you disappeared for 30 days, what actually breaks?
In this episode, Stuart and Mena unpack the Key P…
5 months ago
Ep 167: The Finance Function Evolution: bookkeeper → controller → virtual CFO
Season 5 Episode 55
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Many business owners feel stuck in the uncomfortable middle: too big for basic bookkeeping, but not ready or willing to pay for a ful…
5 months, 1 week ago
Ep 166: Philanthropy at Scale: Private Ancillary Funds & Giving With Governance
Season 5 Episode 54
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Philanthropy changes when wealth reaches a certain scale. It stops being about one-off generosity and starts becoming a question of s…
5 months, 2 weeks ago
Ep 165: When choosing an accountant on price may quietly cost you more
Season 5 Episode 53
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Most business owners believe accounting is a commodity. The tax return gets lodged, the ATO is paid, and everything looks fine, so wh…
5 months, 3 weeks ago
Ep 164: Financial Mistakes Entrepreneurs Make in Their First Three Years
Season 5 Episode 52
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In the early years of running a business, most financial mistakes aren’t dramatic; they’re subtle, common, and quietly destructive. A…
6 months ago
Ep 163 : Best of 2025 - How to read financial statements like a CFO
Season 5 Episode 51
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Most business owners glance at their financial statements and move on. CFOs do the opposite; they use them as a decision-making tool …
6 months, 1 week ago
Ep 162: Best of 2025- How to tax effectively get money out of a company
Season 5 Episode 50
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In this episode, Stuart and Mena explore one of the most common and misunderstood questions business owners face: how to tax-effectiv…
6 months, 2 weeks ago
Ep 161: Best of 2025- Navigating the main residence 6-year rule CGT exemption
Season 5 Episode 49
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In this episode, Mena and Stuart unpack the ins and outs of Australia’s often misunderstood 6-year CGT exemption rule for main reside…
6 months, 3 weeks ago