Adviser 3.0: The Podcast

Ep 43 - Roderic joins Abraham as a fountain of wisdom on all things M&A and succession planning, covering his 40 year experience, the three options for exiting a business & the valuations market.

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Roderic joins Abraham, as a fountain of wisdom on all things M&A and succession planning. Here’s what they covered:

  • Roderic’s career in financial services for over 40 years
  • The three options for exiting a business
  • Selling a business & the subcategories that come with it
  • How to breakdown & establish a realistic succession plan
  • Debt vs. equity
  • Valuations - what is the market looking like?
    • ...more
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    Adviser 3.0: The PodcastBy Abraham Okusanya

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