What does it look like to build a financial planning firm that is not designed to be sold?

In this episode, Abraham sits down with Andy Hounsell, Managing Director of Beyond Finance, to explore stewardship over ownership, leadership beyond control, and why succession should start far earlier than most advisers think.

Since taking over the business in 2015, Andy has reshaped the firm around long-term responsibility rather than short-term valuation. A significant proportion of profits are committed to a charitable trust. An employee share scheme allows the team to participate in dividends. And the ownership structure is being designed to ensure the firm transcends its founder.

This is a conversation about:

Designing a firm to outlast you
Moving from manager to multiplier
Taking risks to unlock real growth
Sharing equity and responsibility with your team
Planning for generations rather than an exit

If you are building a business you want to endure, not simply monetise, this episode will challenge how you think about leadership, ownership and scale.

Ep.125 – Taking the Risk to Lead: Andy Hounsell on Multiplying Talent and Scaling Purposefully