Income Endgame
This event took place on Thursday 2nd July 2026.
This lunch session brought founders together to gain insights into aligning business strategy with personal wealth goals.
TALKS
Peter Slot, Financial Planner, First Wealth
Peter advises clients on financial plans that support the life they want to live. He shared considerations for founders/owners around extracting income from their brands in a way that supports their personal financial goals, and how greater clarity here can help inform wider business strategy.
Profit extraction now versus delayed liquidity through an exit
Aligning business strategy with personal wealth goals
Reinvesting profits versus taking cash out of the business
When outside investments may outperform reinvesting into the brand
Tax-efficient approaches to ongoing cash extraction
Whether target exit figures support personal goals after taxes, fees, earn-outs etc
Daniya Stewart, CFO, Valor Advisory
Daniya is a CFO and strategy partner to DTC brands. She works with clients on pricing, margin, cash runway, inventory decisions and more. Daniya will explore how financial decisions differ between independent, profit-focused businesses and brands pursuing investment backed growth, and how founder goals should shape attitudes to cash use.
The trade-offs between cash extraction and building a growth narrative for investors
Operating profitably in categories dominated by investor backed brands
Which metrics matter most when bootstrapped versus investor backed
How founder financial goals should influence customer acquisition cost tolerance
When to reinvest for expansion versus optimise for profit extraction
How cash use decisions should flow from overall intent