Search

Home > The Ultimate FD Podcast > MAGIC MOMENTS: Steering the Ship: Mastering Your Role as a Director or Shareholder
Podcast: The Ultimate FD Podcast
Episode:

MAGIC MOMENTS: Steering the Ship: Mastering Your Role as a Director or Shareholder
Category: Business
Duration: 00:12:39
Publish Date: 2025-07-02 07:00:00
Description:

Welcome to another episode of Magic Moments!

In this moment, I had the pleasure of sitting down with chartered account and tax expert, Tej Gill. Tej is one of those people who makes a complicated topic feel surprisingly clear and actionable.

We dug into shareholder agreements - what they are, why they matter, and how they can be a game-changer (or even a lifesaver) in your business.

I’ve always believed that building wealth through business requires not just hustle and smart decisions, but also protection - and that’s exactly what this conversation is about. Tej and I talk about those make-or-break situations where having a shareholder agreement in place can make all the difference.

Whether it's when you're partnering up with someone new, bringing on investors with a minority stake, or simply preparing for future changes in life stages or personal goals, these agreements are essential tools - not just legal formalities.

One thing I really appreciated in this chat was how Tej explained the difference between shareholders and directors. It sounds obvious, but once you get into the weeds of a growing business, those roles can blur. Knowing where those boundaries lie can prevent so many headaches down the line.

So if you're in a partnership, thinking of starting one, or just want to make sure your business is built on solid ground, this episode is definitely worth your time. Tej brings serious clarity to a topic most of us overlook until it's too late. So tune in, listen and learn.

Did you enjoy this Magic Moment? Click here to listen to the full episode.
Total Play: 0