How Founders Protect Personal Wealth While the Business Is Still Growing

Personal Wealth Planning for Business Owners: Structuring profits and tax before a sale, not during one

Saul 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.

About Saul Cohen

Saul Cohen, podcast guest

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.

View profile →

Book Saul Cohen for your show

34+ podcast & stage appearances. Remote or in studio, broadcast-grade audio.

Request an interview →
How to Increase Your Business Valuation and Build Wealth with Saul Cohen
0:00 / 24:12
The SmallBizChat with Melinda Emerson· Listen to Saul Cohen on air