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The Genesis of a Global Family Office with Leanne Carling

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Manage episode 404221228 series 3332872
Content provided by Josh Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The Genesis of a Global Acquisition Expert
T
oday I want to share with you a more in-depth look into the life of a remarkable deal maker, Leanne, who is part of a global investment family office.


From Humble Beginnings to High Stakes

Born and raised in Glasgow within a loving family, she was instilled with the belief that richness comes from family, not necessarily from wealth. Her parents worked tirelessly, providing them with a comfortable life that masked our financial limitations. This upbringing shaped her initial understanding of success and security. Climbing the corporate ladder became her reality, but a pivotal moment arrived when she met her husband, Graeme, and was introduced to "Rich Woman" by Kim Kiyosaki.
"This book flipped my world upside down, challenging everything I had learned about money and security."


The Leap of Faith with The Power of Financial Education

The principles of "Rich Dad, Poor Dad" taught her about the importance of good debt and investing. It was a complete paradigm shift from her father's advice of avoiding debt at all costs. This new knowledge required her to unlearn old beliefs and embrace a new financial mindset.
Staying True to the Vision

As their savings dwindled, they faced the psychological challenge of preserving our funds while pursuing their dream. They remained focused, knowing that the deals they didn't do were just as important as the ones we did. It was crucial to avoid scrambling for deals out of desperation.


Emotional Resilience in Business

Working together as husband and wife, with a baby on the way and financial pressures mounting, they relied on each other's strengths. They used practical tools like a flip chart and wine to map out our problems and solutions, breaking them down into manageable chunks.


Leveraging Each Other's Strengths


The Creative Mind of Graeme

Graeme's creativity and expertise in financing and deal structuring were invaluable during this time. His ability to find innovative solutions and form strategic partnerships was vital to our success.


Leanne's Superpower in Business

Her forte lies in sourcing and negotiating deals, building relationships, and ensuring smooth transitions. She thrives on guiding sellers through the process and integrating new acquisitions into our portfolio.


Embracing Global Opportunities

The Move to Dubai

Their decision to move from Scotland to Dubai was driven by the pursuit of growth and new opportunities. It was a significant sacrifice, especially for their children, who had to leave behind their schools and sports teams. Yet, the entrepreneurial path is one of learning and expansion, and they were committed to embracing it fully.


The Criteria for the Perfect Deal
In our quest for global deals, we focus on finding motivated sellers, well-established businesses, and opportunities for continued growth. Our satisfaction comes from the learning process, meeting new people, and forming lasting business partnerships.

https://www.thecarlinggroup.com/
https://www.linkedin.com/in/leanne-carling/

Next Steps

  continue reading

278 episodes

Artwork
iconShare
 
Manage episode 404221228 series 3332872
Content provided by Josh Wilson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Wilson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

The Genesis of a Global Acquisition Expert
T
oday I want to share with you a more in-depth look into the life of a remarkable deal maker, Leanne, who is part of a global investment family office.


From Humble Beginnings to High Stakes

Born and raised in Glasgow within a loving family, she was instilled with the belief that richness comes from family, not necessarily from wealth. Her parents worked tirelessly, providing them with a comfortable life that masked our financial limitations. This upbringing shaped her initial understanding of success and security. Climbing the corporate ladder became her reality, but a pivotal moment arrived when she met her husband, Graeme, and was introduced to "Rich Woman" by Kim Kiyosaki.
"This book flipped my world upside down, challenging everything I had learned about money and security."


The Leap of Faith with The Power of Financial Education

The principles of "Rich Dad, Poor Dad" taught her about the importance of good debt and investing. It was a complete paradigm shift from her father's advice of avoiding debt at all costs. This new knowledge required her to unlearn old beliefs and embrace a new financial mindset.
Staying True to the Vision

As their savings dwindled, they faced the psychological challenge of preserving our funds while pursuing their dream. They remained focused, knowing that the deals they didn't do were just as important as the ones we did. It was crucial to avoid scrambling for deals out of desperation.


Emotional Resilience in Business

Working together as husband and wife, with a baby on the way and financial pressures mounting, they relied on each other's strengths. They used practical tools like a flip chart and wine to map out our problems and solutions, breaking them down into manageable chunks.


Leveraging Each Other's Strengths


The Creative Mind of Graeme

Graeme's creativity and expertise in financing and deal structuring were invaluable during this time. His ability to find innovative solutions and form strategic partnerships was vital to our success.


Leanne's Superpower in Business

Her forte lies in sourcing and negotiating deals, building relationships, and ensuring smooth transitions. She thrives on guiding sellers through the process and integrating new acquisitions into our portfolio.


Embracing Global Opportunities

The Move to Dubai

Their decision to move from Scotland to Dubai was driven by the pursuit of growth and new opportunities. It was a significant sacrifice, especially for their children, who had to leave behind their schools and sports teams. Yet, the entrepreneurial path is one of learning and expansion, and they were committed to embracing it fully.


The Criteria for the Perfect Deal
In our quest for global deals, we focus on finding motivated sellers, well-established businesses, and opportunities for continued growth. Our satisfaction comes from the learning process, meeting new people, and forming lasting business partnerships.

https://www.thecarlinggroup.com/
https://www.linkedin.com/in/leanne-carling/

Next Steps

  continue reading

278 episodes

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