Most founders are exceptional at building businesses. Fewer are as intentional about building personal wealth alongside them. In this presentation, George Clelland, financial adviser and former venture capital professional, draws on his experience working with founders and business owners to explore the financial planning decisions that matter most at every stage of the entrepreneurial journey.

From extracting value tax-efficiently as a director, to structuring pensions and investments around an equity-heavy balance sheet, to planning ahead of a potential exit, George will cover the practical frameworks that help founders move beyond the P&L and start thinking clearly about their personal financial position.

You will leave with a sharper understanding of the common planning gaps, the most impactful levers available to you, and what good financial advice for a founder actually looks like in practice.