Tag Archives: Selling a Business

Strategic Acumen in Mergers and Acquisitions

Strategic Acumen in Mergers and Acquisitions with Martin Luc Derome (Ep. 44)

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

Selling a business is a once-in-a-lifetime opportunity for many advisors.

Do you really want to rush into the transaction? Or do you want to make sure you find the right buyer, receive maximum enterprise value, and leave your clients in good hands?

In this episode, Duncan MacPherson interviews Martin Luc Derome, president of Queenston. Specializing in mergers, acquisitions, and valuations in the financial services industry, Martin has invaluable insights for both buyers and sellers on how to navigate the transaction successfully and effectively.

They discuss:

  • The dos and don’ts of M&A in financial services
  • Actionable steps that help you maximum your enterprise value
  • Queenston’s proprietary process to navigate a business sale from start to finish
  • How to find the ideal buyer/seller (beyond just AUM or EBITDA)
  • And more

Resources:

Connect With Duncan:

Connect With Martin:

Promotions:

About Our Guest:

Martin Luc Derome is a seasoned business leader with over 25 years of experience in finance and insurance. He currently serves as President of Queenston M&A Inc., specializing in mergers, acquisitions, transfers and valuations in the financial products industries. He has held executive positions at Financial Horizons Group, and worked as M&A consultant for high-net-worth individuals, business owners, and professionals. Martin Luc is a trusted consultant dedicated to providing personalized solutions to clients. Mr. Derome has successfully completed the “Certified Financial Planner” program.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

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.”

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More