Sam explores who really holds the reins when it comes to financial control in your estate agency. Whether you’re just starting out or scaling to seven figures, Sam breaks down the core functions every estate agency owner should tackle, from financial planning and cash flow management to effective budgeting and tax compliance.
Sam shares simple frameworks for tracking key financial numbers and maintaining oversight at every stage of your business and why accurate, up-to-date cashflow forecasts can become your agency’s “financial temperature check.”
Be proactive with finances and protect your business through market cycles for more control and less stress around money to build systems underpinning a scalable, resilient business.
Sam mentioned ‘Profit First’ by Mike Michalowicz, find out more here: https://mikemichalowicz.com/
Some key takeaways:
➡️ Agency owners need to take an active role in financial control, especially in the absence of a dedicated finance director.
➡️ Accurate cash flow forecasting, budget discipline, and regular cost reviews form the backbone of sustainable agency growth.
➡️ Strategic support from accountants or fractional finance professionals can help you plan for investment, scaling, and exit value.
Notable moments:
✅ “In the list of properties in your cash flow forecast, they should all be actual properties, not a guesstimated number in six months’ time.”
✅ “Financial planning is something you should be doing regularly and that’s just making sure you’ve got a handle on all the bits of information you need to make the right financial decisions.”
✅ “Most agencies just can’t continue running without a completion at least every couple of weeks.”
Want to grow your agency with confidence?
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Smart, straight-talking strategies from the front line.
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Email Phil: phil@ashdownjones.co.uk
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