Shows
Total SuccessionM&A and Your Succession Plan: From Industry Hostage to High-Value Exit with Ted MotheralToday, the financial advisors' space is seeing the most robust M&A market in history. A tidal wave of succession planning deals is transforming the advisory landscape, yet many firm owners are unprepared… Hosts Tyson Ray and Kim Cochenour welcome Mercer Advisors' Ted Motheral to break down the entire succession planning puzzle, discuss the importance of fit over size, and what drives today's high multiples. If you've been planning your exit strategy, this episode will provide you with valuable insights on the topic. Ted Motheral kicks the conversation off by sharing some of...
2025-07-0151 min
Always On for Financial AdvisorsPreparing to Buy (or Sell) a Business with Ted Motheral (Ep. 22)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 du...
2022-06-2356 min
Always On with Duncan MacPhersonPreparing to Buy (or Sell) a Business with Ted Motheral (Ep. 22)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 du...
2022-06-2356 minAlways On for Financial AdvisorsPreparing to Buy (or Sell) a Business with Ted Motheral (Ep. 22)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 du...
2022-06-2356 min