Introducing the Tidy, Orderly, and Proprietary Framework (T.O.P.)

In this video, Duncan MacPherson and Ted Jenkin discuss the essential T.O.P. (Tidy, Orderly, Proprietary) framework for financial advisors looking to prepare their business for sale. From cleaning up your P&L to creating a well-organized business with clear processes and proprietary systems, this clip covers the critical steps needed to maximize your business value. Ted also emphasizes the importance of building a brand that stands out, ensuring client consistency, and understanding the numbers that drive your practice. If you're a financial advisor looking to stage your business for a sale, watch this clip to learn the key tactics that make your practice attractive to buyers.

Key Takeaways:

"    How to organize your business to make it attractive to buyers.
"    Why proprietary processes and branding are critical for business valuation.
"    Practical steps to tidy up your business operations.