Building Enterprise Value in Your Business with Duncan MacPherson

Smooth Move:
Mastering the Transition When Switching Financial Advisor Firms
Includes Q&A

Tuesday, April 23^rd at 12 pm ET

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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Building Enterprise Value in Your Business with Duncan MacPherson

2021-02-18 • 7 min video

There are four critical stages to building the enterprise value of your business. In this video, Duncan discusses these stages, and developing a process around them that you and your team can execute on.

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