Episode #458 - Scaling with Strategy – A Financial Masterclass - with Ian Morgan
Release Date: 02/26/2025
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info_outlineOn this episode of ScaleUp Radio, we bring you a special session from ScaleUp Club, where we had the privilege of speaking with Ian Morgan, founder of MBS Accountants. Ian shares invaluable financial strategies that can help business owners scale sustainably, improve profitability, and avoid common financial pitfalls.
In this conversation, Ian introduces his approach to business growth using the "3 Rs" – Retention, Repeat orders, and Re-engagement – as key drivers of marketing success and cash flow stability. He also dives deep into pricing strategy, warning against the hidden dangers of discounting, and shares practical tips for cost management and financial best practices.
Key Takeaways:
🔹 The "3 Rs" framework – how focusing on existing clients and past customers can drive significant revenue growth
🔹 The real cost of discounting – why a small price cut can halve your profits and what to do instead
🔹 Expense management made simple – how to categorise and cut unnecessary costs to improve cash flow
🔹 The importance of regular financial reviews – how weekly tracking of key financial metrics can transform decision-making
🔹 Scaling challenges – how to spot when your business model isn’t built for growth and how to adjust
Whether you're looking to tighten up your financial processes, improve profitability, or scale your business sustainably, this episode is packed with actionable insights.
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Kevin's Latest Book Is Available!
Drawing on BizSmart’s own research and experiences of working with hundreds of owner-managers, Kevin Brent explores the key reasons why most organisations do not scale and how the challenges change as they reach different milestones on the ScaleUp Journey. He then details a practical step by step guide to successfully navigate between the milestones in the form of ESUS - a proven system for entrepreneurs to scale up.
More on the Book HERE - https://www.esusgroup.co.uk/
Ian can be found here:
linkedin.com/in/ian-morgan-mbs
https://www.youtube.com/@theleakybucket
https://www.mbsaccountants.co.uk/