The Investment Exchange

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Welcome to the latest edition of "The Investment Exchange," your premier source for mergers & acquisitions, investment and personal growth insights. In this issue, we bring you the latest deals and opportunities plus introduce some of the podcasters, influencers and content creators that are shaping the investment landscape.  

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Contents

1. Weekly Update - Back in Dubai – Family First, Smart Growth in the Works

2. Current Investment Opportunities - Balmoral Partners

3. Expert Corner - 6 Businesses that Rarely Fail with Codie Sanchez

4. Events, Offers, Insights and Announcements - 🌿 PERU | September 2025 🌄

5. Property with Paul Langshaw: Property Development Doesn’t Have to Be Complicated. Here’s Your No-BS Roadmap to Get Started.

6. Bonus TRT Protocols with Dr Max Draper, Dr Andrew Winge & Dr Adam Hotchkiss

Section 1 - Back in Dubai – Family First, Smart Growth in the Works

Hello from Dubai.
I’m writing this surrounded by palm trees, school bags, and the beautiful chaos that comes with putting family first.

After months of airport lounges and boardrooms, I’ve dialled things down. For now, it’s breakfast with the kids, sunsets with my wife, and only the occasional meeting with future business partners — the kind of people who want to grow without burning out.

But while things look quieter on the outside, under the hood I’m building something big…

I’m finalising the framework for a new course I’ve been asked about time and time again — one that teaches you how to scale your business through M&A, strategic partnerships, and marketing leverage.

It’s called:
👉 Buy | Build | Partner: The Smarter Way to Scale

Inside, we’ll cover:

• BUY: How to identify, value, and acquire businesses (even with little capital)

• BUILD: The systems and marketing engines that drive growth post-deal

• PARTNER: How to structure JV deals, alliances, and revenue-share partnerships that unlock expansion without extra headcount

This isn’t theory. It’s the exact playbook I’ve used to grow businesses across health, property, and tech — and it’s coming soon.

✅ Want Early Access?

I’m offering a handful of early calls to see if this course fits your stage and goals.

P.S. If you’re serious about scaling and want to chat 1:1, DM Me — no pressure, just clarity.
We’ll look at where you’re at, where you want to be, and whether Buy | Build | Partner can help bridge the gap.

Section 2 - Investment Opportunity: 🚨 New Investment Signed! 🚨

Another step forward for Balmoral Partners as we close a new investment, hiring a new MD and FD as part of the process and helping us move closer to our Year 1 target of £25M AUM.

Our primary focus remains healthcare, it’s where our expertise, network, and track record are strongest. But we’re always open to exceptional opportunities and outstanding operators, regardless of the sector.

If you're building something special and need the right partner to scale, we want to hear from you.

Big thanks to our investors and deal partners who continue to back the Buy | Build | Partner model. Momentum is building and we’re just getting started.

Onwards and Upwards

P.S. Thinking of raising capital or exploring a strategic partnership?

Section 3 - Expert Corner: 6 Businesses that Rarely Fail with Codie Sanchez

Section 4 - Events, Offers, Insights and Announcements: 🌿 PERU | September 2025 🌄
10 days. 7 founders, investors, and C-suite leaders already confirmed. A few spots remain.

This isn’t just a retreat — it’s a reset.

In September, we’re heading deep into the Sacred Valley for an experience that blends ancient wisdom, powerful plant medicine, and strategic reflection.

Think:
✔️ Disconnecting from the noise
✔️ Reconnecting with purpose
✔️ Clarity on what really matters
✔️ Conversations with people who get it

If you’re a founder, investor, or exec at a crossroads — or just feel the pull for something deeper — this could be the turning point.

This isn’t for everyone. But if it is for you… you’ll know.

🧭 Message me directly or book a short call to learn more.
This may just change the trajectory of your life and business.

Section 5 - Property with Paul Langshaw: Property Development Doesn’t Have to Be Complicated. Here’s Your No-BS Roadmap to Get Started.

Let’s be real — we’ve all watched someone “magically” transform a wreck into a dream home in under 30 minutes on TV. But the truth? Getting started in property development is way more doable than people think — no hard hat or millionaire status required.

Whether you're after quick wins or long-term wealth, here are 3 simple, proven strategies to get your foot in the door:

🔥 1. The Classic Flip
Your fast-track crash course in the game.
Buy low, spruce it up (think paint, flooring, fixtures), and sell fast. No structural nightmares, just smart cosmetic upgrades and quick turnarounds.
✅ Ideal for: Action-takers who want to learn fast and pocket profit in 3–6 months.

Hot tip: Use the 70% rule — never pay more than 70% of the ARV (after-repair value) minus reno costs.
Your first flip won’t make you rich, but it will make you dangerous (and teach you more than any overpriced course ever could).

💸 2. The BRRR Method
Buy. Refurb. Refinance. Rent. Repeat.
This is how you build a portfolio and create long-term cashflow without constantly dipping into your savings.
✅ Perfect for: Wealth builders playing the long game.

Buy smart, refurb to increase value, refinance to pull your cash out, then rinse and repeat while collecting rent.
Example: Buy at £80k → Refurb for £15k → Revalue at £130k → Refinance at 75% LTV = Your money back + a cash-flowing asset.

🔧 3. The Refurb Play
High-impact makeovers without structural chaos.
Target dated homes with good bones (avocado bathrooms, anyone?). You’ll face less competition and more upside.
✅ Best for: Investors who want flexibility – flip, rent, or move in.

Stick to cosmetic and mechanical upgrades (kitchens, heating, bathrooms). No need for planning permission or heavy builds — just results.

What All 3 Have in Common:

• 🧠 Smart Strategy > Big Budget
  Creative finance options abound — think bridging loans, JV partners, equity release.

• 👥 Build Your A-Team
  Agents. Brokers. Builders. Other investors. Your network is your net worth.

• 📍 Know Your Market
  Data beats guesswork. Study sale prices, rents, buyer demand.

• ⚠️ Manage Risk
  Start small. Learn fast. Stay in the game. Every pro has a story — the key is surviving yours.

Your Next Steps:

• This Week: Start researching your local market.

• This Month: Hit a networking event or join an investor group.

• This Quarter: Make your first offer. Even if it gets rejected, you’re in the game now.

The truth is, you don’t need perfection to win. You just need momentum.
Pick your strategy — flip, BRRR, or refurb — and take action.
Because the only thing separating dreamers from developers is doing.

Let’s build something.

Let me know if you'd like this turned into a LinkedIn carousel, newsletter feature, or short video script.

Contact myself or Paul Langshaw directly

Kind healthy regards

Ross

Here are 3 ways we can work together

1. Apply to join our small group accountability program. With a full 12 months to work together, this could just be what you need to supercharge your business growth, raise investment or get started on the business acquisition ladder.

2. Submit a pitch deck or investment proposal to share in an upcoming newsletter

3. Reach out about Joint Venturing, partnering or working with me

You can follow me below

Contact [email protected]

Bonus Section 6

The TRT Protocols Course offers an evidence-based, six-week online program designed to guide men through understanding and optimizing their testosterone levels. Led by experienced physicians specializing in men's health and hormone optimization, the course provides:

• Week 1: Foundations of testosterone and its impact on overall health.

• Week 2: Interpreting lab results and understanding hormonal imbalances.

• Week 3: Natural methods to enhance testosterone production.

• Week 4: Introduction to testosterone replacement therapy (TRT) and its protocols.

• Week 5: Advanced TRT strategies and monitoring.

• Week 6: Integrating lifestyle changes for sustained hormonal health.

This course is ideal for individuals seeking to take control of their hormonal health, offering practical knowledge without the need for prior medical expertise. For more information and to enrol, visit TRT Fundamentals.

Happy investing!

Ross and The Investment Exchange Team

We hope you find this edition of "The Investment Exchange" informative and valuable. Your feedback and suggestions are important to us, so please feel free to reach out to us with any comments or ideas for future editions.

Note: This content is intended for informational purposes only and does not constitute financial advice. Please consult with a professional advisor before making any investment de