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Mastering the Transition When Switching Financial Advisor Firms
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Always On with Duncan MacPherson Podcast - Episode 35
2023-02-02 • 20 second read

The Anatomy of an Offer with Ted Jenkin 

There is a simple mantra in business: Every business is built to be sold.

Whether you plan to exit in the next 18 months or after 10 years, it is important to know your options so you can achieve the best possible outcome.

In this episode, Duncan MacPherson talks to Ted Jenkin, CEO of oXYGen Financial, about the anatomy of a business sale. As someone who has sold a multi-million-dollar business himself, Ted has valuable insights on how to effectively navigate the sale of your business from start to end. They discuss:

  • The current and future outlook of the M&A space (including private equity firms)
  • Actionable steps to increase your potential valuation multiple
  • How exit planning can help you de-risk your position and achieve a higher sense of purpose
  • The best place to get started if you have given zero thought to selling your business
  • And more

Stream the new episode of Always On by clicking here: https://paretosys.co/AODM_ep35

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