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.

Adviser 3.0: The Podcast - A podcast by Abraham Okusanya - Wednesdays

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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?