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 26
2022-08-25 • 20 second read

The Art and Science of Exit Planning with Ted Jenkin

When the time comes to exit your business, the goal is to drive your enterprise value, maximize your exit strategy, and elevate yourself qualitatively in the process. In this episode, Duncan MacPherson talks with Ted Jenkin, CEO of oXYGen Financial, about the three E’s of successfully liquidating a business. They highlight steps advisors must take today to have a successful business exit in the future.

Ted and Duncan discuss:

  • How liquidity events create a sense of self-actualization and personal fulfillment
  • Major drivers of enterprise value (and how to achieve them) 
  • Negotiation tactics to secure the best deal for your business sale
  • Why now is an opportune time to consider selling your business
  • And more

Tune in now by clicking here: https://bit.ly/AODM_ep26

Feel free to share your thoughts on this episode or reach out with follow-up questions. We always appreciate feedback!

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