From Advisor to CEO
Includes Q&A - with Duncan
Tuesday, December 13th at 12 pm ET
There is a shift happening right now, where advisors are dusting off old habits and mindsets, and achieving new levels of growth. Join Duncan MacPherson, in this actionable webinar, as he discusses his experiences with advisors transitioning from their traditional role to CEO.
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Always On with Duncan MacPherson Podcast - Episode 22
2022-06-23 • 20 second read

Preparing to Buy (or Sell) a Business with Ted Motheral

Your business is your biggest asset — your life’s work! If you want to maximize its enterprise value, you need to take action well before the time of selling it. If you’re a buyer looking to take over a business, there are certain efforts you can take to improve your company’s growth.

In this episode, Duncan MacPherson joins Ted Motheral, chair of Walter | Haverfield’s Business Services group, to help buyers and sellers prepare for an efficient business transfer.

They also explore ways to take impeccable care of your clients and employees during the process.

Tune in now (or download it for later) by clicking here

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