Strategic Planning for 2025
Includes Q&A - with Duncan
Tuesday, November 19th at 12 pm ET
By refining your plan for the coming year over the next few months, rather than on a Sunday evening over the holidays in December, you'll create a plan that better serves you and your team, is more actionable and predictable, and consists of goals that are balanced, clear and attainable.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
Webinar Replay: Maximizing Your Practice's Value
2023-11-23 • 20 second read

Strategies for a Multi-Million Dollar Exit

Are you ready to translate your life’s work into a meaningful legacy? Join industry thought leaders Duncan MacPherson, co-author of The Blue Square Method, and Ted Jenkin, trailblazing CEO of oXYGen Financial, as they unveil cutting-edge strategies for significantly increasing the enterprise value of your financial practice.

In this insightful webinar, you’ll explore:

  • Innovative methods to amplify the value of your business and captivate high-worth buyers. 
  • Insider insights into the evolving landscape of private equity and current valuation trends.
  • Real-world examples of businesses that achieve and exceed a 15x cash flow selling point.
  • Tailored exit approaches ranging from partial sales to perpetual involvement, all while securing your family’s financial comfort.

Watch the replay by clicking here: Maximizing Your Practice’s Value: Strategies for a Multi-Million Dollar Exit | GoToStage.com

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.