“If you’ve seen the Blue Square Method by now, you know that the Q in the word square is highlighted because we want to focus on helping our community achieve both qualitative and quantitative success..."

Watch on YouTube: https://youtu.be/Zym2BeMk48E

For more on this, and other actionable best practices, download Chapter 1 from Duncan’s book "The Blue Square Method" today at thebluesquaremethod.com

"If you don’t get two things in place… before you sell your business…”

This is an excerpt from episode 42 of the ‘Always On with Duncan MacPherson’ podcast with Ted Jenkin. 

Stream the entire episode, and find links to previous episodes, by clicking here: paretosys.co/AODM_ep42

“If you’ve read the Blue Square Method, you know that we’re big fans of Venn diagrams. I mean, they’re just very intuitive to the point, a visual motivator, it’s like a good quote, just helps you, really identify with the concept…”

Watch on YouTube: https://youtu.be/9MmthNNv-eM

For more on this, and other actionable best practices, download Chapter 1 from my new book "The Blue Square Method" today at thebluesquaremethod.com

Not ready to retire yet?

You can still sell your business, capitalize on your big liquidity event, and continue working.

Such a “sell-and-stay” model not only helps you with succession planning, but also brings a sense of rejuvenation and relief!

This short clip from the latest episode of the Always On podcast tells how!

Tune in to the entire episode by clicking here: paretosys.co/AODM_ep42

You’re taking all aspects of your enterprise value seriously. You’ve got a fundamentally sound business. The metrics are impressive. Client loyalty, longevity and engagement are measurable. The EBITDA is strong. Your feeworthiness is undeniable. You have tidy books, documented procedures, a sticky staff and IP with meaningful intrinsic value. Maybe you should just sit on that, enjoy the ride, and wait for a buyer down the road who meets your criteria, while paying you 6x rather than most of your competitors who get 2x?

Click to read more on LinkedIn: paretosys.co/dmac62

When you sell a business, there are multiple ways you can structure the deal.

Before you sit at the table and start negotiating the terms of your sale, I encourage you to check out the latest Always On podcast.

In this episode, Ted Jenkin highlights key factors to keep in mind to get maximum value for your business.

Tune in to learn more about creative ways to structure a transaction by clicking here: paretosys.co/AODM_ep42

"Enjoy the peace your valor won. Let independence be our boast, Ever mindful what it cost; Ever grateful for the prize, Let its altar reach the skies!" - Joseph Hopkinson 

Selling a business is no longer a simple buy-sell transaction. There is great potential to be creative and structure the transaction such that it leads to better outcomes.

In fact, you can also sell and stay, enjoying “work optional.”

In this episode, I speak with Ted Jenkin, CEO of oXYGen Financial, about navigating continuity and succession plans in the current environment. Ted shares insights from selling his own multi-million-dollar business and helping several other advisors!

Tune in now by clicking here: paretosys.co/AODM_ep42

If you plan to sell your business one day, there are two things you should start working on right away!

Ted Jenkin shares what they are in the short clip below.

He also shares how doing these two things can help you maximize your enterprise value!

Listen now by clicking here: paretosys.co/AODM_ep42

Unlocking Financial Impact and Legacy with Ted Jenkin

The Power of Partial Sale for Financial Advisors’ Business Transition

In this insightful podcast, Duncan MacPherson speaks with Ted Jenkin, CEO of oXYGen Financial and they explore the substantial financial impact that advisors can realize over time through a structured buyout, offering a promising path to a secure future.

Discover how this unique strategy not only secures financial well-being but also positively shapes their legacy through a slower and more deliberate transition out of the business.

Key Highlights:

• Financial Empowerment: Uncover the significant financial benefits that advisors can experience through a structured buyout, ensuring a favorable long-term financial impact.
• Legacy Transformation: Learn how the Partial Sale approach provides advisors with the opportunity to shape their legacy positively and leave a lasting impact on their clients and the industry.
• Amplifying Business Growth: Discover how focusing on their business after the initial partial sale can amplify overall buyout potential, unlocking exponential growth and value.
• Step-by-Step Transition: Navigate the strategic journey of a Partial Sale, gaining insights into the carefully crafted process that allows for a gradual and successful transition.
• Sustained Success: Explore how embracing a Partial Sale paves the way for sustained success, positioning advisors for continued growth even after the full business transition.

Stream the new episode of Always On by clicking here: paretosys.co/AODM_ep42

We would love to hear your thoughts on this episode or answer any follow-up questions. Please feel free to reach out to: inquires@paretosystems.com