Stuart McKinnon

How can you build a practice that will command top dollar when you decide to sell it?    📢 Webinar Alert! 📢     How To Build Value In Your Practice Join us for a powerhouse session with Mark Elzweig and David Grau, Jr., the founder and CEO of Succession Resource Group and a renowned expert in advisor practice valuation, acquisition, and succession planning. 🗓️ When: Monday, May 13th  ⏰ Time: 4 PM EST / 1 PM PST  What's on the Agenda? ✅ Uncover the single most important step to build true value in your firm. ✅ Discover why a dedicated marketer can significantly increase your firm's worth. ✅ Learn how adopting a CEO model can yield dramatic results for your business.  👉 Don't miss out on this rare opportunity to get direct advice from industry leaders. Reserve your spot now and get ready to transform the value of your practice! 👀 Looking forward to seeing you there!    I’ll include a registration link in the first comment field. #financialadvisors #wealthmanagement #goingindependent

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The path to selling your business is filled with choices that can shape your future. At Benchmark International, we provide the guidance you need to turn those options into clear, informed decisions. Explore our latest article to learn how we help business owners navigate every step of the sale process. #MergersAndAcquisitions #BenchmarkInternational

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🌟 Unveiling the Secrets of Value Acceleration: Deep Dive from Our Latest "Exit Ready Exit Big" Webinar! 🌟 Yesterday at Big Life Financials, Rob Williams, our business exit coach, masterfully navigated the complex landscape of preparing a business for a high-value exit in our fourth installment of the "Exit Ready Exit Big" series. Here are some pivotal insights and strategies we discussed: 📊 Optimizing Internal Value Before Expansion: Preparation is Key: Emphasizing the necessity of maximizing internal business value before pursuing acquisitions. This foundational step ensures you're enhancing your business's appeal to potential buyers. 🏆 Transforming from Prey to Prize: Build a Desirable Asset: We detailed how to transition your business into a ‘prize’—an enterprise so well-valued and integrated that it commands the highest market price without the need for further investment by the buyer. 🔍 Key Domains for Increasing Business Value: Leadership and Financial Systems: Strong leadership and robust financial reporting systems are vital for demonstrating business health and scalability. Customer and Supply Chain Diversification: Reducing dependency on key customers or suppliers to lower risk and enhance attractiveness. Operational Excellence: Focused on aligning operational performance with strategic business goals to ensure sustainability and readiness for transition. 🔄 From Operational Excellence to Acquisition Readiness: Rob delved into how operational excellence not only prepares your business for potential acquisition but also significantly boosts its intrinsic value, making it an irresistible target for buyers. 📝 Actionable Insights for Immediate Application: We provided practical steps and methodologies for evaluating and enhancing each value domain within your business, preparing it for the ultimate prize status. Missed the live discussion? No worries! Check out the full webinar for a comprehensive guide on leveraging these strategies to elevate your business’s value.

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Thinking about selling your business? Check out Benchmark International's latest blog post for a comprehensive guide on how to prepare your business for sale. #BenchmarkInternational #MergersandAcquisitions #ExitStrategy

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Dive into these five crucial tips for building or maintaining a family business. Get the details now:

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Divestment is an important issue that many nonprofits and associations have been grappling with recently. If it's coming up in your organization or you're wondering how to handle it if it does, there are a few things to know to be prepared. First, it's a way of aligning your investments with your organization's values by strategically deciding to no longer invest in certain companies. For some organizations we work with, this means avoiding "sin" stocks, which derive revenue from the sale of alcohol, tobacco, and firearms. For others, it means restricting investment in oil & gas stocks over environmental concerns or in certain companies that present a conflict of interest. Regardless of what you're trying to restrict, when you're building a mission-aligned investment strategy, there are three important considerations: 1️⃣ Are your organization’s values clearly stated as part of a mission statement, statement of values, or strategic plan? It’s important that the choice to divest is based on clearly defined organizational values, not personal values. 2️⃣ Are stakeholders comfortable divesting knowing that there will be a performance impact? The impact could be positive or negative over the short-term, but what you want to avoid is stakeholders questioning your investment strategy during periods of underperformance. Clear benchmarking that outlines your performance expectation will help bring context to the performance results of your mission-aligned strategy. Stakeholders need to know why performance may differ from your benchmark and remain disciplined over time. 3️⃣ Ongoing education is important. Volunteers turn over regularly. New Board Member conviction in the organization's values – regardless of performance impact – is crucial to sticking with the decision to divest. Restricting investment and aligning your organization's values with your investments can be a complicated process. Ask yourself those three questions first! #divestment #investmentstrategy #esg #sociallyresponsibleinvesting —— ✉️ Let me know what other nonprofit investing topics I should cover. 📣 Share if you found this helpful. 🔔 Follow me for more insights on investing for nonprofits and associations.

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𝐖𝐞 𝐚𝐫𝐞 𝐩𝐥𝐞𝐚𝐬𝐞𝐝 𝐭𝐨 𝐢𝐧𝐯𝐢𝐭𝐞 𝐲𝐨𝐮 𝐭𝐨 𝐣𝐨𝐢𝐧 𝐨𝐮𝐫 𝟏𝟏𝟑𝐭𝐡 𝐰𝐞𝐛𝐢𝐧𝐚𝐫 𝐨𝐧 𝐃𝐢𝐬𝐜𝐮𝐬𝐬𝐢𝐨𝐧 𝐨𝐧 𝐫𝐢𝐠𝐡𝐭𝐬 𝐨𝐟 𝐃𝐢𝐬𝐬𝐞𝐧𝐭𝐢𝐧𝐠 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐂𝐫𝐞𝐝𝐢𝐭𝐨𝐫𝐬 𝐮𝐧𝐝𝐞𝐫 𝐈𝐁𝐂,𝟐𝟎𝟏𝟔 𝐄𝐯𝐞𝐧𝐭 𝐃𝐞𝐭𝐚𝐢𝐥𝐬: 𝐃𝐚𝐭𝐞 & 𝐓𝐢𝐦𝐞: Jun 8, 2024 11:00 AM 𝐑𝐞𝐠𝐢𝐬𝐭𝐫𝐚𝐭𝐢𝐨𝐧 𝐋𝐢𝐧𝐤: https://lnkd.in/gPG2upMY 𝐓𝐨𝐩𝐢𝐜𝐬 𝐭𝐨 𝐛𝐞 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 ✅ Relevant Provisions ✅ Recent Judgments Don't miss out on this unique learning opportunity. Register now and mark your calendars for our upcoming webinars! #aaavaluation #valuation #aaagroup #webinar #lawyer

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PLANNING FOR SUCCESSION OR EXIT? Knowing the value of your business affects your succession or exit strategy. Whether you are transferring ownership to a family member, selling to a third party, or planning IPO, a precise valuation is critical. Read more. http://dlvr.it/TCC0MD

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Looking to buy a business but not sure where to start? Check out Benchmark International's latest blog post for expert tips on finding the right business to buy. #BenchmarkInternational #MergersandAcquisitions #BuyerTips

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Support Latino Business Day is about celebrating the significant economic contributions Latino/x-owned businesses make, the jobs they help create, and the positive impact they have on the community. If you're a business owner, reach out. I can explain how insurance, retirement, and employee benefit strategies can give your business and employees a helping hand. #SLBDay2024

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Strengthening Client Relationships Through Philanthropy: The Ultimate Win-Win The giving season presents a golden opportunity for wealth managers to deepen client relationships by aligning charitable planning with personal values and financial goals. April Rudin’s Forbes article highlights how proactive philanthropic discussions can differentiate advisors, build trust, and foster multi-generational loyalty. By supporting clients in creating impactful giving strategies, wealth managers not only optimize tax benefits but also position themselves as holistic advisors who understand their clients' broader aspirations. This approach ensures enduring client loyalty while reinforcing their role as key partners in shaping lasting legacies. 💬 How are you integrating philanthropy into your client strategies? #WealthManagement #Philanthropy #ClientEngagement #LegacyPlanning #FinancialAdvisors #CSR #Forbes

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Thinking of selling your business? Discover the right way to approach market timing with insights from Benchmark International. Their latest article is a must-read for business owners looking to optimize their exit strategy. #BusinessGrowth #MarketTrends #BenchmarkInternational

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🌟 Check Out Our Latest Blog Posts! 🌟 We’ve recently published in-depth articles to help you navigate the complex world of mergers and acquisitions. Here are some must-reads: 📈 Business Valuation – The Foundation for Successful Mergers and Acquisitions 👉 https://zurl.co/591l 📊 The Art of Mergers and Acquisitions in Quebec: A Strategic Overview 👉https://zurl.co/Qn6D 📅 Timing your Business Valuation for Optimal Results: An Indispensable Asset for SME Leaders 👉https://zurl.co/iJ0m 💡 What is the Best Economic Cycle to Acquire a Business? 👉 https://zurl.co/0MPi ⚠️ Key Pitfalls to Avoid in Business Acquisition 👉 https://zurl.co/EAz2 Stay connected, stay informed. G4 Solutions Team

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Only 41% of business owners have a formal succession plan. If you are a business owner my partner David DeWolf shares insights on how you can think about succession planning for your business at the link below.

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Get Ready to Uncover the Truth with Economist John Williams – Don’t Let the Numbers Fool You! Join extraordinaire John Williams, founder of Shadow Stats, and Ed Butowsky, for a no-holds-barred webinar that will expose the hidden truths behind the numbers the government doesn’t want you to question. Use this link to register today, you definitely do not want to miss out on this. https://lnkd.in/g5dYCqU5

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Ready to future-proof your business? Check out this Forbes article outlining 5 essential steps you need to take!

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Exit planning is important and it’s not always about maximizing value (but that’s really important). Planning a good exit is also about moving confidently to new chapters in life with as much joy and excitement as possible knowing you’ve left an enduring legacy behind.

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Join our friends at Havener Capital Partners next week for an informative webinar, by Stacy Havener that will help you in your capital raising. When: December 4th @ 2pm Topic: How to Get More (Better) Meetings Link to Register: https://lnkd.in/dmrK6FN8  Fund managers struggle every day to get investor meetings despite their unique offering and incredible pedigree. Why? Because the old playbook is broken. Join Stacy Havener, who has raised $8B+ for boutiques, as she teaches frameworks from the new playbook to help you get more (and better!) investor meetings.   In this Webinar Stacy will break down: Who and how to target investors to meet with The power of the Give-Give-Give-Ask framework How to ask for the meeting: real-world examples of what to say and what not to say How to prepare for your meetings and capitalize on your travel Don't miss this !

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