Business By Design

Ep 187: Why We Retired "The Holistic Accountant"

Episode 75

Use Left/Right to seek, Home/End to jump to start or end. Hold shift to jump forward or backward.

0:00 | 15:35

Send us Fan Mail

After five years, Stuart and Mena are deliberately retiring a brand that was working, and the reasoning matters more than the rename. Through an accounting lens, they argue, you can tell what already happened to profit and cash, but never why a business produces those numbers or whether they'll repeat. A clean tax structure sitting on top of a fragile business is still a fragile business. Optimising the tax bill was only ever treating the symptom.

In this episode, they introduce VERT—Value, Engine, Reach and Team, the four reinforcing parts that actually drive business performance, and the test the whole year keeps circling back to: profit, multiplied by growth, made repeatable. It's a shift from looking backward at the scoreboard to understanding the machine generating the score.

They're also refreshingly clear about who the show is now for: owners of Australian businesses turning over roughly $1m to $100m who want to scale, lift profit, or keep their exit options genuinely open. And they spell out the promise that sets it apart: the decisions you make inside your business shape your wealth, your retirement and your lifestyle, not merely this financial year's tax outcome.

A new direction, and a sharper reason to listen.

If this episode resonated with you, please leave a rating on your favourite podcast platform. It helps us reach more incredible listeners like you. Thank you for being a part of the journey!

Click here to subscribe to our weekly email.

SPECIAL OFFER: Buy a one of Stuart's books for ONLY $20 including delivery. Use the discount code blog here.

Work with Mena & Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. Visit our website.

Follow us: Stuart: Twitter/X and LinkedIn.  Mena: LinkedIn

IMPORTANT: This podcast provides general information about finance, taxes, and credit. This means that the content does not consider your specific objectives, financial situation, or needs. It is crucial for you to assess whether the information is suitable for your circumstances before taking any actions based on it. If you find yourself uncertain about the relevance or your specific needs, it is advisable to seek advice from a licensed and trustworthy professional.

Podcasts we love

Check out these other fine podcasts recommended by us, not an algorithm.

Investopoly Artwork

Investopoly

Stuart Wemyss & Campbell Wallace