Tag Archives: Business Owners

How to Find Your Ideal Match in M&A with Katie Bruner (Ep. 27)

Advisor, Education, Finance, Financial, Uncategorized, , , , , , , , ,

Purchasing power, operational processes, client experience, core values…There are several nuances you might consider while screening potential buyers/sellers.

Such due diligence is key to finding your ideal match in M&A.

In this episode, Duncan MacPherson talks to Katie Bruner, managing partner at SkyView Partners. They share the ultimate “acquisition checklist” that helps buyers in winning deals and sellers in weeding out unqualified purchasers.

Katie discusses:

  • Key factors (both financial and non-financial) that affect your ability to secure M&A deals
  • How to ensure greater client retention after an acquisition
  • The “intent, consent, implement” process of finding the right-fit partner
  • How current market volatility is influencing the M&A landscape
  • And more

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About Our Guest:

Katie brings over 20 years of experience in the financial services industry to the SkyView Partners team. Currently, she oversees sales, marketing, and distribution for SkyView Partners, in addition to loan sourcing through strategic partnerships and multi-medium channels. In January 2021, Katie assumed the role of leading overall strategy and M&A initiatives for SkyView Investment Bank. Prior to SkyView, Katie served as a Director – National Accounts at Principal Financial Group for 13 years, where she was responsible for cultivating and growing the major independent and regional broker relationships. Before joining Principal, Katie was employed by Fidelity Investments in their non-profit retirement plan group. Katie graduated with a bachelor’s degree in Economics and International Relations from the University of California, Berkeley.

 

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The Art and Science of Exit Planning with Ted Jenkin (Ep. 26)

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When the time comes to exit your business, the goal is to drive your enterprise value, maximize your exit strategy, and elevate yourself qualitatively in the process.

In this episode, Duncan MacPherson talks to Ted Jenkin, CEO of oXYGen Financial, about the three E’s of successfully liquidating a business. They highlight steps advisors must take today to have a successful business exit in the future.

Ted discusses:

  • How liquidity events create a sense of self-actualization and personal fulfillment
  • Major drivers of enterprise value (and how to achieve them)
  • Negotiation tactics to secure the best deal for your business sale
  • Why now is an opportune time to consider selling your business
  • And more

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About Our Guest:

Ted Jenkin is the CEO of oXYGen Financial, CEO of Hyperchat Social, co-owner of Complete Concrete & Hardscapes, and a serial entrepreneur. With 26 years of experience and six advanced designations including the Certified Financial Planner degree, Ted is a featured columnist on the Wall Street Journal and can be seen regularly on CNN/Headline News. He is also featured locally on 93.7FM, 106.3FM, 680 The Fan, and NBC 11 Alive News. Ted is the author of “The 21 Day Budget Cleanse” and “100 Smart Money Moves To Make Now.”

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Entitlemania with Richard Watts (Ep. 25)

Advisor, Education, Finance, Financial, Uncategorized, , , , , , , , ,

Legacy planning is much more than transferring money from one generation to the next. It’s also about transferring values. If you simply “give” the money to your children, they might lack the wisdom, grit, and satisfaction of accomplishment that only struggle and adversity can bring.

In this episode, Duncan MacPherson joins Richard Watts, author of Entitlemania: How Not To Spoil Your Kids, And What To Do If You Have! Having been the wise counsel to many of America’s wealthiest families, Richard shares how you can help your clients prepare their children for the real world, instead of spoiling them with free money.

Richard discusses:

  • How to prompt wealth transfer conversations that your clients might not like
  • Why first-generation earners should not deprive their children of experiential learning
  • Real-life examples of families who have adopted the “tough love” approach
  • How to take your relationship management to the next level
  • And more

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About Our Guest:

Richard Watts, lawyer, author, columnist, speaker, and problem solver, is the wise counsel to many of America’s wealthiest families. They rely on him to guide their families and journey through the rapids of life. From behind these castle walls, Richard provides the wisdom and counsel to avoid the pitfalls of excess and entitlement. The founder of Family Business Office ® (“FBO”), Richard was admitted to practice law in 1982 and is an alumnus of the Harvard Business School. He has appeared on numerous television programs and authored articles as an expert on how money often complicates the “simple life”. Author of Fables of Fortune: What Rich People Have That You Don’t Want, and Entitlemania How Not To Spoil Your Kids, And What To Do If You Have!



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Preparing to Buy (or Sell) a Business with Ted Motheral (Ep. 22)

Advisor, Education, Finance, Financial, Uncategorized, , , , , , , , , ,

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

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About Our Guest:

Ted Motheral is Chair of Walter | Haverfield’s Business Services group, which includes more than two dozen business and transactional lawyers. He focuses his practice on mergers and acquisitions, as well as private debt and equity financing. Ted has experience in leading transactions for multi-million dollar acquisitions and has represented borrowers and lenders in multi-million dollar debt offerings. He is also experienced in advising clients on general corporate matters, entity formation and governance, joint ventures, divestments, and reporting requirements and regulations. Additionally, Ted has experience forming loan documentation programs for public entities in the State of Ohio. Ted joined Walter | Haverfield as a partner in 2016. Prior to joining Walter | Haverfield, he practiced law at Benesch Friedlander Coplan & Aranoff. He was formerly a financial consultant for PricewaterhouseCoopers (PwC) in New York City and also worked in the general counsel office of KLA-Tencor Corporation in Silicon Valley, California.

 

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How to Attract Business Owners With Tom Deans, Ph.D.

Advisor, Education, Finance, Financial, Uncategorized, , , , , ,

When it comes to continuity and succession planning, family investment legacy, and all of the dynastic realities that come about when money goes into motion, business owners need a plan—and they need an expert to help them develop that plan.

In this podcast, Duncan is joined by special guest Tom Deans, Ph.D., intergenerational wealth expert, speaker and best-selling author of “Every Family’s Business” and “Willing Wisdom”. Duncan and Tom outline an approach that will help financial professionals become indispensable to their affluent clients, especially business owners looking to preserve their wealth for future generations.

Duncan and Tom discuss:

  • How to position yourself as a conduit for purposeful business succession
  • How to align yourself with business owners to become indispensable within their team
  • How you can capture additional assets outside of your process
  • And more

Resources: 

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About Our Guest:

Tom Deans Ph.D.’s research and thought leadership on the subjects of wealth transfers, preparing heirs and family dynamics has made him an in-demand speaker and webinar presenter. Since the release of his first book in 2008, Tom has delivered more than 1000 paid speeches in 25 countries. He has also provided advanced training to advisors employed by the world’s largest financial institutions, law firms and accounting firms.

Dr. Deans is also the Founder of the Willing Wisdom Index™ a new digital client engagement tool for advisors to share with prospects and clients.

 

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How to Achieve the Maximum Enterprise Value with Ted Jenkin (Ep. 2)

Advisor, Business, Coaching, Consulting, Education, Finance, Financial, Financial Advisor, Uncategorized, , , , , , , , , , , , , , , , , , ,

Do you have a succession plan in place? Have you considered your exit strategy and the enterprise value of your business?

In this episode Duncan MacPherson and Ted Jenkin, serial entrepreneur and CEO of oXYGen Financial discuss how to drive enterprise value, re-imagining what it means to be a financial professional, and how to get out of the wealth management business. Ted also shares his experience as a serial entrepreneur and his favourite books.

Duncan and Ted discuss:

  • Deploying a process to work on your business and drive enterprise value 
  • Re-imagining what it means to be a financial professional
  • Getting out of the wealth management business
  • Ted’s experience as a serial entrepreneur
  • And more

Resources

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About Our Guest:

Ted grew up in NJ (actually off of exit 8), he is a Boston College grad, and has the best wife in the world Genna, with three wonderful kids (Olivia, Lyla, and Louden). Ted is now a Milton, GA resident and in his spare time Ted can be found playing tennis, working out, and running businesses.

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What Separates the Best from the Rest with Chris Jeppesen (Ep.1)

Advisor, Business, Coaching, Consulting, Education, Finance, Financial, Financial Advisor, Uncategorized, , , , , , , , , , , , , , , , , , ,

Over the last 18 months the best advisors have separated themselves from the rest, but how did they do it?

In this episode, Duncan MacPherson is joined by Chris Jeppesen of First Trust. They discuss what they’ve seen in the last 18 months, and what the best advisors and teams have done to separate themselves from their competitors. They also touch on what separates the best wholesalers from the rest.

Chris discusses:

  • What the last 18 months have revealed about the best advisors 
  • What the fastest growing advisors are doing to propel themselves upward in the future
  • The type of adjustments elite teams have made in their approach toward clients
  • What is separating the best wholesalers from the rest
  • And more

Resources: 

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Connect With Chris Jeppesen:

About Our Guest:

Since joining First Trust in 1997, I’ve met with thousands of brokers, advisors, and wealth managers learning the vital elements that have the most meaningful impact on delivering a consistent investment experience, scalable growth, and predictable revenue. I coach a select group of advisors and collaborate with business development areas of select firms with long-standing relationships with First Trust. I share what I’ve learned with thousands of advisors each year as a frequent guest speaker at financial advisor conferences across the country.

 

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