Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A
Watch On Demand
Considering a Move to a New Financial Advisor Firm? This webinar is designed for financial advisors contemplating or navigating a firm transition. Industry veteran Duncan MacPherson, CEO of Pareto Systems, will guide you through the key considerations for a smooth transition for you and your clients.
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WEBINAR REPLAY: The Anatomy of an Offer
2023-01-17 • 20 second read

How to Sell Your Business for Top Dollar

Do you have a succession plan in place? Have you considered your exit strategy and the enterprise value of your business? Have you considered how long you would stay in the business through a transition?

Join Duncan MacPherson, co-author of the Advisor Playbook, and Ted Jenkins, serial entrepreneur and CEO of oXYGen Financial as they discuss:

  • Deploying a process to work on your business and drive enterprise value
  • The world of private equity and how practices are really being valued today
  • How a 1MM cash flow business producer can sell for 15x cash flow or more
  • The option for selling your practice including you selling only part of your business, staying in the practice forever, and how to take care of your family
  • And much, much, more

Access the recording here: www.paretosystems.com/webinars

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