Backing Yourself and Building the Team: Founders can move forward by recognizing strengths and giving others ownership.
There is rarely a perfect moment to make the next big move in business. Whether it is hiring your first senior employee, investing in growth or stepping back from responsibilities you have always…
Planning Your Business End Goal: How long-term aims shape growth, investment, people, and personal wealth decisions.
Most business owners are focused on the next 12 months. Far fewer stop to ask what they ultimately want their business to become - or what they want it to do for them and their family.
David can…
Scaling Without Creating Complexity: How owners assess readiness, foundations, and financial protection before growing.
Scaling sounds like the ultimate goal for any ambitious business owner, but growth without the right foundations can create serious problems. David can speak about the financial and operational…
AI in Financial Advice: Technology should enhance adviser-client relationships by supporting judgement, not replacing it.
AI is rapidly changing how people access information about money, investments and financial planning. But having access to information is not the same as knowing what to do with it - and getting the…
Life After the Exit: managing a liquidity event, identity and how much is enough
Selling a business is meant to be the finish line, yet many founders find the year after completion the most disorienting of their careers: a life's work converted into a number on a screen, an…
Partner Financial Wellbeing: why law firms owe new partners a financial induction
Firms invest heavily in developing lawyers technically, then hand them partnership with no financial induction whatsoever. David makes the case that partner financial wellbeing is a firm duty-of-care…
The Financial Reality of Making Partner: tax status, capital, drawings and the first year's income gap
Making partner is celebrated as the pinnacle of a legal career — but it's also the moment a lawyer quietly becomes a business owner, with self-employed tax status, capital contributions, drawings…
Exit Planning Three to Five Years Out: structure, share ownership and tax-efficient extraction
Most owners think about exit planning when an approach lands or burnout hits — and by then, the most valuable options are already off the table. David explains why the difference between a good exit…
Wealth Loss Among High Earners: inaction, tax exposure and the compounding cost of delay
There's a comfortable assumption that a big income automatically builds financial security. In David's experience, the opposite is often true: the busiest, highest-earning professionals lose the most…
Equity as a Concentrated Asset: funding buy-ins and planning exits from partnership
Whether it's an LLP capital account or shares in a business, most partners and founders have the majority of their wealth concentrated in one illiquid asset they rarely think about strategically.…
Planning to Spend Well: knowing what you can afford today without risking tomorrow
Most people experience financial planning as a sacrifice: save more, spend less, feel guilty about the holiday. David challenges that mindset entirely. The goal isn't accumulating the biggest…
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