Tag Archives: oXYGen Financial

Unlocking Financial Impact and Legacy with Ted Jenkin (Ep. 42)

Unlocking Financial Impact and Legacy with Ted Jenkin (Ep. 42)

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

The Power of Partial Sale for Financial Advisors’ Business Transition

In this insightful podcast, Duncan MacPherson speaks with Ted Jenkin, CEO of oXYGen Financial and they explore the substantial financial impact that advisors can realize over time through a structured buyout, offering a promising path to a secure future. 

Discover how this unique strategy not only secures financial well-being but also positively shapes their legacy through a slower and more deliberate transition out of the business.

Key Highlights:

  • Financial Empowerment: Uncover the significant financial benefits that advisors can experience through a structured buyout, ensuring a favorable long-term financial impact.
  • Legacy Transformation: Learn how the Partial Sale approach provides advisors with the opportunity to shape their legacy positively and leave a lasting impact on their clients and the industry.
  • Amplifying Business Growth: Discover how focusing on their business after the initial partial sale can amplify overall buyout potential, unlocking exponential growth and value.
  • Step-by-Step Transition: Navigate the strategic journey of a Partial Sale, gaining insights into the carefully crafted process that allows for a gradual and successful transition.
  • Sustained Success: Explore how embracing a Partial Sale paves the way for sustained success, positioning advisors for continued growth even after the full business transition.

Resources:

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Promotions:

About Our Guest:

Ted Jenkin is the CEO of oXYGen Financial, partner at ESL Advisers, 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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The Anatomy of an Offer With Ted Jenkin (Ep. 35)

The Anatomy of an Offer With Ted Jenkin (Ep. 35)

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

There is a simple mantra in business: Every business is built to be sold.

Whether you plan to exit in the next 18 months or after 10 years, it is important to know your options so you can achieve the best possible outcome.

In this episode, Duncan MacPherson talks to Ted Jenkin, CEO of oXYGen Financial, about the anatomy of a business sale. As someone who has sold a multi-million-dollar business himself, Ted has valuable insights on how to effectively navigate the sale of your business from start to end.

They discuss:

  • The current and future outlook of the M&A space (including private equity firms)
  • Actionable steps to increase your potential valuation multiple
  • How exit planning can help you de-risk your position and achieve a higher sense of purpose
  • The best place to get started if you have given zero thought to selling your business
  • And more

Resources:

Connect With Duncan:

Connect With Ted:

Promotions:

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

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

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

Resources:

Connect With Duncan:

Connect With Ted:

Promotions:

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.”

Podcast: Play in new window | Download | Embed

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