Episode Details

Are you 10 years or less from selling your practice?

If so, now is the time to start thinking about your succession plan so you can maximize your life’s work (i.e., your business valuation).

In this episode, Duncan MacPherson speaks with Sherri Palle, business consultant and coach at Pareto Systems, about how business owners can effectively plan their eventual exit and capitalize on their life’s work.

They discuss:

• Factors that help you maximize your enterprise value
• The best place to start planning your exit if you haven’t thought about it yet
• How to ensure your legacy is intact long after your exit
• The importance of having a contingency plan (with real-world examples)
• Key considerations about WHO will take over your business (and WHEN)
• And more

Resources:

• DiSC Profile
• “Every Family’s Business” by Thomas Deans
• “Who Moved My Cheese?: An A-Mazing Way to Deal with Change in Your Work and in Your Life” by Spencer Johnson
• Practice Management Index (PMI) Assessment

Connect With Duncan:

• Pareto Systems 
• 1.866.593.8020
• Schedule a Call
• Duncan on LinkedIn

Connect With Sherri:

• Pareto Systems Consulting
• LinkedIn: Sherri Palle

Promotions:

• The Blue Square Toolkit by Pareto

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