Episode 5

Business Exit Strategies: Balancing Personal Wealth and Business - Successful Long-Term Freedon

Tune in to learn about actionable strategies for aligning your business and personal financial goals. We discuss navigating the intricate relationship between business success and personal wealth creation. We provide insights on building wealth outside of a business, crafting effective exit strategies, and ensuring a business supports long-term financial freedom. The conversation covers the advisory niche of supporting C-level executive families and small and medium-sized enterprises (SMEs) through comprehensive financial and business planning, emphasising the importance of collaboration with accountants and other professionals.

About the Podcast

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Activate Your Wealth
with David Murdoch, the Wealth Activist®

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About your host

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David Murdoch

I am passionate about helping my clients activate their wealth. Success can’t be left to chance. At Paxton Bridge, we’ve developed Wealth Activism, a philosophy that establishes a firm foundation upon which we build personalised wealth activation plans for our clients. This foundation is under-pinned by three core pillars - money mindset, asset management and intergenerational wealth - which are critical in helping us bring people together as they transition to ‘more life, less work’.