4 Steps to Building
Your Dream Team
Includes Q&A
Tuesday, May 21st at 12 pm ET
Join Duncan MacPherson for an insightful webinar on the dynamics of forming and developing high-performance teams. Based on the acclaimed Tuckman's Model, this session will explore the essential stages of team development: Forming, Storming, Norming, and Performing.
Close
Coaching Financial Advisors for over 25 years1.866.593.8020
Close
Home
Speaking
Partners
Contact
Pareto Academy Login
Blog Posting Image
Webinar Replay: Maximizing Your Practice's Value
2023-11-23 • 20 second read

Strategies for a Multi-Million Dollar Exit

Are you ready to translate your life’s work into a meaningful legacy? Join industry thought leaders Duncan MacPherson, co-author of The Blue Square Method, and Ted Jenkin, trailblazing CEO of oXYGen Financial, as they unveil cutting-edge strategies for significantly increasing the enterprise value of your financial practice.

In this insightful webinar, you’ll explore:

  • Innovative methods to amplify the value of your business and captivate high-worth buyers. 
  • Insider insights into the evolving landscape of private equity and current valuation trends.
  • Real-world examples of businesses that achieve and exceed a 15x cash flow selling point.
  • Tailored exit approaches ranging from partial sales to perpetual involvement, all while securing your family’s financial comfort.

Watch the replay by clicking here: Maximizing Your Practice’s Value: Strategies for a Multi-Million Dollar Exit | GoToStage.com

Pareto Systems
Thank you for submitting the online form. A Pareto Systems representative will contact you within 24 hours or the next business day.