Investing To Win

Planning for Success and Exit with Saul Cohen

Saul Cohen · December 17, 2024

Entrepreneur · Finance · Leadershipin

Interview with Saul Cohen

Planning for Success and Exit with Saul Cohen

Podcast: Investing To Win

December 17, 2024

Podcast Episode Title: "Planning for Success and Exit with Saul Cohen" Summary: Delve into the art and science of entrepreneurship with Saul Cohen, an accomplished accountant specializing in mergers and acquisitions for SMEs. Saul shares his inspiring journey from starting a…

GO TO GARRETWONG →

Key topicsYour accounts are the story buyers use to decide what your business is really worthMost business owners treat accounts as something they need for tax, compliance, or year-end reporting, but buyers read them as a story about future risk. Saul brings a different lens from his background in risk, assurance, and acquisitions: the numbers are only valuable when they explain how reliable the business is, how cash is generated, and how exposed the company may be without the founder. He helps owners understand that valuation is not just a multiple applied to profit; it is a judgement about systems, clients, team structure, recurring revenue, legal exposure, and the confidence a buyer can place in the business. This is a strong fit for finance, CPA, founder, and professional-services podcasts that want to make accounting feel commercially urgent rather than technical. How Founders Protect Personal Wealth While the Business Is Still GrowingSaul Cohen watches founders build a valuable company and keep almost none of it anywhere else. A chartered accountant (ICAEW) who has advised on more than 100 transactions, he argues that personal wealth planning cannot wait for the exit, because most of the structuring that saves real money has to be in place years before a sale process starts. He covers where a founder's money actually sits, how profits leave the company without triggering avoidable tax, and which decisions become irreversible the moment a buyer appears. He also names the false economy he sees most often: paying for compliance work and calling it planning. Listeners get a clear view of what to put in place while the business is still earning.Track Record — Why Buyers Trust the Numbers That Repeat, Not the Ones That PeakSaul Cohen reads a set of accounts the way a buyer does, not the way a tax return does. Trained at PwC and now an advisor on more than 100 transactions covering over £450M of acquired revenue, he can show why two businesses with identical profits get very different offers. The gap sits in earnings quality: whether the revenue comes back next year, whether the cash actually arrives, whether one good year is quietly carrying the average. He walks through the lines a buyer tests first, and what a founder can still fix inside the current year's numbers. Listeners leave knowing which figures to make boring and repeatable before anyone asks to see them.View all topics →

About Saul Cohen

Empowering Entrepreneurs with Strategic Financial Advice

1 Business sold before starting his PwC careerPwC Assurance & Risk Management experience£1M+ Annual earnings of business owners he advisesPartner The Expert Eye

Saul Cohen is an experienced accountant, acquisitions advisor, and passionate advocate for entrepreneurship. With a distinguished career that spans top-tier firms such as PwC and leadership roles at The Expert Eye, Saul has honed his expertise in financial audits, risk analysis, and strategic acquisitions. He is committed to empowering entrepreneurs to transition from business operators to savvy investors, unlocking their full potential.

Drawing inspiration from personal experiences, including his father’s entrepreneurial journey, Saul has dedicated his career to helping small businesses and startups navigate the complexities of tax planning, acquisitions, and exit strategies. His holistic approach not only enhances business valuations but also enables entrepreneurs to reclaim their time and achieve financial freedom.

Saul’s work is characterized by a creative and practical approach to accounting, blending technical expertise with actionable strategies. His unique perspective resonates with successful business owners earning £1M+ annually, particularly those eager to optimize their wealth, prepare for business exits, or make impactful acquisitions.

As a podcast guest, Saul brings inspiring stories, actionable advice, and a passion for empowering entrepreneurs to achieve lasting success and drive positive change in their communities.

Featured onApple Featured onSpotify Featured onYouTube

View profile →

About this episode

Podcast Episode Title:

"Planning for Success and Exit withSaul Cohen"

Summary:

Delve into the art and science of entrepreneurship with Saul Cohen, an accomplished accountant specializing in mergers and acquisitions for SMEs. Saul shares his inspiring journey from starting a tutoring business in university to becoming a trusted advisor for entrepreneurs looking to grow, optimize, and eventually sell their businesses. Tune in for actionable insights on business valuation, the importance of planning your exit early, and navigating the challenges of scaling successfully.

Timestamps:

[00:00:00] Introduction: Saul’s expertise and the episode’s focus on business growth and exit strategies.

[00:03:00] Saul’s Journey: From student entrepreneur to founding a niche accountancy practice.

[00:13:30] Business Valuation Basics: Understanding EBITDA, multiples, and what makes a business attractive to investors.

[00:15:30] Coping with loss: the tragedy, the aftermath, and Blue’s survival.

[00:27:45] Private Equity Insights: How private equity drives growth and the concept of selling your business multiple times.

[00:40:00] Culture & Processes: Building a scalable business by creating simple, repeatable systems.

[01:03:00] Defining Success: Saul’s perspective on aligning with your purpose and enjoying the journey.

About the Guest: Saul Cohen

Saul Cohen is an accountant and entrepreneur based in the UK, specializing in mergers and acquisitions for SMEs. His unique background includes starting his own business during university, selling it, and gaining corporate experience at PwC. Today, Saul is passionate about helping business owners scale strategically, prepare for exits, and ensure their hard work translates into long-term success and fulfillment.

Connect with Saul:

Get Involved:

Subscribe to the podcast for more interviews with successful and interesting people! Review and follow us on social media for the latest updates.

Subscribe & Follow:

Spotify

Apple Podcasts

YouTube

Contact:

For feedback or questions, reach us at https://garretwong.com/contact/

Guest: Saul Cohen