Engineering a Sale-Ready Business - NEW PODCAST EPISODE 78
Engineering a Sale-Ready Business: The Playbook Behind Boyce & Associates' Success (Ep. 78)
What if a business could grow, evolve, and even be sold, without being dependent on its founder?
That's exactly what Eric Boyce and Kelly Griggs of Boyce & Associates Wealth Consulting are achieving. In this episode, Duncan MacPherson speaks with them about how they've strategically engineered their firm for scalability and succession, turning key concepts from The Blue Square Method into tangible, real-world results.
More than just providing exceptional service, they've designed a client experience that is proprietary, repeatable, and deeply embedded in their team's culture.
In this episode, they explore:
- How they transformed best intentions into a documented, living playbook
- The steps taken to professionalize onboarding and service workflows
- Why process, not personality, is their most valuable asset
- How their P3 Approach (Protect, Plan, Prosper) shapes the client journey
- Actionable insights for advisors looking to build transferable value and long-term continuity
For any financial professional working toward greater enterprise value, or simply seeking more structure, this conversation offers a practical and inspiring roadmap.
Listen now:
Apple Podcasts: paretosys.co/ao-ap
Spotify: paretosys.co/ao-sp
All Platforms: paretosys.co/ao-bb
