Episode Details

Your business is your biggest asset — it’s your life’s work! If you want to maximize its enterprise value, you need to take action well before the time of selling it.

If you’re a buyer looking to take over a business, there are certain efforts you can take to improve your company’s growth.

In this episode, Duncan MacPherson joins Ted Motheral, chair of Walter | Haverfield’s Business Services group, to help buyers and sellers prepare for an efficient business transfer. They also explore ways to take impeccable care of your clients and employees during the process.

Ted discusses:

• Key value drivers for a financial advisory business
• A checklist to keep in mind before buying or selling a business
• The importance of taking a goal-based approach toward your big liquidity event
• The role of private equity in the current M&A landscape
• How to organize your corporate structure and protect your intellectual property before selling your business
• And more

Resources:

• Looking to Your Liquidity Event with Denise Logan (Ep 21)
• FP Transitions

Connect With Duncan:

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

Connect With Ted:

• Tmotheral@walterhav.com 
• Walter | Haverfield
• LinkedIn: Ted Motheral
• LinkedIn: Walter | Haverfield
• Twitter: Walter | Haverfield
• Facebook: Walter | Haverfield

Promotions: