One Day. Three Speakers. No More Gaps.

Three speakers. One day. Each expert in one of the three areas where most owners at this stage have a gap.

Below is who they are, what they do, and why they're the right person to address it.

Richard McMullan - Business Freedom

Richard McMullan is a Chair, Non-Executive Director and business owner with more than 30 years’ experience leading and advising complex organisations.

He has operated at board level within £370m+ revenue businesses, delivered strategy work for FTSE 50 companies, and scaled a UK and Ireland retail business from £1.5m to £20m turnover before leading it through the financial crisis and subsequent rebuild.

Richard is Founder of Aurelius Advisory and Co-Founder of Value Growth Catalyst, where he created CatalystOS™ — an operating model focused on value creation, scaling leadership capability, and strengthening decision quality as businesses grow. Over the past decade, he has personally advised more than 135 owners and senior leadership teams.

He is the author of The Business Exit Blueprint and the soon to be released Built to Keep (or Sell). He is a regular speaker on why profitable, well-run businesses can still lose value — and what needs to be deliberately designed to prevent that.

He currently serves as Chair and Co-Owner of two manufacturing businesses and as a Non-Executive Director for a water treatment manufacturing company, bringing an active owner’s perspective to governance, growth and long-term value.

toby swallow - Health Freedom

Toby works with high-performing professionals who have been deprioritising their health for long enough that the cumulative cost is starting to become visible. Not in a crisis sense — but in energy levels, in physical capability, in the quiet awareness that the body they’re relying on to carry them through the next decade isn’t being built for it.

His work is structured and sustainable, focused on rebuilding strength, energy, and physical capacity in a way that fits alongside a real business and a full life. The framework he introduces is what he calls a Health Pension: the idea that physical capacity, like financial capital, compounds or erodes depending on the choices made now. What an owner builds over the next few years directly determines the level of independence available in the decade that follows.

The freedom being worked toward — the time, the travel, the capacity to actually enjoy what’s been built — depends on having a body that can sustain it. Toby’s work addresses that dependency before it becomes a constraint.

david grant - finance Freedom

David is a Chartered Financial Planner and engineering graduate who served with the British Army before turning his focus to financial planning.

David works with business owners to translate years of hard-won success into long-term financial certainty. The pattern he encounters consistently is not a shortage of wealth — it’s a shortage of structure around it. Owners with significant assets often lack a clear picture of what “enough” actually means for them personally, have their position concentrated in ways that create silent risk, and haven’t built a financial strategy that exists independently of the business itself.

His focus is on clarity, control, and resilience: helping owners define the number, structure their wealth intelligently, and reduce their reliance on the business as both their primary asset and their only financial plan. The outcome of that work is not just better portfolio construction — it’s the shift from vague optimism about the future to a specific, structured position with genuine confidence behind it.

For owners who have worked as hard as the people who attend this event, the question isn’t whether they deserve financial security. It’s whether they have a clear enough strategy to actually achieve it.

A Joined-Up Approach to Freedom

Each of these three areas is genuinely significant on its own. Most owners recognise they have work to do in at least one. But the dimension that makes this event different is the way the three areas interact — and the way weakness in one limits what’s achievable in the others.

A business built for transition doesn’t translate into freedom if the owner doesn’t have the health to use it, or the financial structure to rely on once it’s gone. Wealth accumulated over years doesn’t feel like security if it remains tied to a business that hasn’t been prepared for any kind of change in ownership or dependency. Physical investment in health compounds most effectively when the other structural constraints are being addressed alongside it.

Richard, Toby, and David each bring depth in their own field. The day is designed so that their frameworks connect — not three separate talks on adjacent topics, but a coherent, integrated approach to the same underlying challenge. For owners who are ready to address the Freedom Gap properly, this is the structure that makes it possible to do that in a single, focused day.

If this describes where you are, and you’re ready to address it properly, join the list. You’ll be first to know when places are available.

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