The Holistic Accountant
A holistic accountant goes beyond tax returns, aiming to offer proactive advice to maximise clients' wealth after all taxes. Stuart Wemyss and Mena Abraham explore multifaceted considerations weekly, highlighting the need for a holistic approach. Each episode is succinct and to the point with no fluff or sales pitches. For further details, check out www.prosolution.com.au.
Podcasting since 2021 • 170 episodes
The Holistic Accountant
Latest Episodes
Ep 170: Data room first: exit readiness starts 24 months early
You cannot scramble your way to a premium exit in 90 days.In this episode, Stuart and Mena explain why serious exit preparation begins at least two years before you plan to sell, and why buyers immediately discount businesses that look m...
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Season 5
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Episode 58
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16:17
Ep 169: Shadow Equity: Incentives without giving away shares
At some point, every growing business owner faces the same dilemma: how do you get owner-level thinking from key staff without handing over real equity?In this episode, Stuart and Mena unpack the concept of shadow equity incentive...
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Season 5
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Episode 57
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18:22
Ep 168: The key person discount & the sabbatical stress test: why your business is devaluing you
Here’s a confronting question: If you disappeared for 30 days, what actually breaks?In this episode, Stuart and Mena unpack the Key Person Discount, the invisible valuation penalty applied when a business is overly depend...
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Season 5
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Episode 56
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9:24
Ep 167: The Finance Function Evolution: bookkeeper → controller → virtual CFO
Many business owners feel stuck in the uncomfortable middle: too big for basic bookkeeping, but not ready or willing to pay for a full-time CFO. The result? Numbers that exist, but don’t drive decisions.In this episode, Stuart and Mena b...
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Season 5
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Episode 55
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10:15
Ep 166: Philanthropy at Scale: Private Ancillary Funds & Giving With Governance
Philanthropy changes when wealth reaches a certain scale. It stops being about one-off generosity and starts becoming a question of structure, intent, and legacy.In this episode, Stuart and Mena explore Private Ancillary Funds (PAFs)<...
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Season 5
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Episode 54
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10:22
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